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Clean Energy

Clean energy is electricity generated without burning fuel, and the equipment and projects that make it. Its economics have moved on from depending on subsidy to competing on cost, and the binding constraint has shifted from the generators to the grid that has to absorb them.

134 stocks

Hydrogen & Fuel Cells Solar Wind

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
176	Sylebra Capital (HK) Hong Kong	$174M	-$259M	2	4.5%	Reduced
177	PointState Capital New York	$172M	-$40.6M	3	3.41%	Reduced
178	BAMCO Inc New York	$172M	+$82.7M	3	0.42%	Increased
179	Lazard Asset Management New York	$172M	+$137M	15	0.21%	Increased
180	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$172M	+$9.28M	15	1.13%	Increased
181	Zurich Cantonal Bank Zurich, Switzerland	$170M	-$19.4M	35	1.01%	Reduced
182	Neumeier Poma Investment Counsel Carmel, California	$168M	-$13.4M	2	10.1%	Reduced
183	M&T Bank Buffalo, New York	$167M	+$4.51M	12	0.72%	Increased
184	Encompass Capital Advisors New York	$160M	+$22.4M	8	12.5%	Increased
185	State of New Jersey Common Pension Fund D Trenton, New Jersey	$159M	+$10M	23	0.56%	Increased
186	Merewether Investment Management Dallas, Texas	$159M	+$54.7M	8	25.59%	Increased
187	Schonfeld Strategic Advisors New York	$158M	+$87.6M	31	1.93%	Increased
188	Mar Vista Investment Partners Los Angeles, California	$158M	+$47M	1	3.66%	Increased
189	AEGON Asset Management (UK) Edinburgh, United Kingdom	$152M	-$198M	3	2.27%	Reduced
190	Cincinnati Insurance Fairfield, Ohio	$152M	$0	2	3.21%	Maintained
191	Avalon Investment & Advisory Houston, Texas	$151M	+$17.1M	3	3.46%	Increased
192	Segall Bryant & Hamill Chicago, Illinois	$151M	+$27K	7	1.49%	Increased
193	Brandywine Global Investment Management Philadelphia, Pennsylvania	$148M	-$11M	13	1.12%	Reduced
194	Rockefeller Capital Management New York	$148M	+$27.2M	40	1%	Increased
195	M&G Investment Management London, United Kingdom	$147M	+$31.6M	6	0.46%	Increased
196	Natixis Advisors Boston, Massachusetts	$146M	+$17.5M	13	0.76%	Increased
197	PAM Pinpoint Asset Management Hong Kong	$145M	-$20.3M	1	36.82%	Reduced
198	Kovitz Investment Group Partners Chicago, Illinois	$145M	-$10.3M	3	3.38%	Reduced
199	Alleghany Corporation New York	$145M	+$61.1M	1	4.63%	Increased
200	Shah Capital Management Raleigh, North Carolina	$143M	$0	1	39.45%	Maintained