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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
GACM
Global Alpha Capital Management
Quebec, Canada
$205M -$454K 2 17.59% Reduced
177
Encompass Capital Advisors
Encompass Capital Advisors
New York
$195M -$18.6M 8 7.41% Reduced
178
Natixis Advisors
Natixis Advisors
Massachusetts
$195M +$22.3M 15 0.74% Increased
179
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$193M -$124M 3 0.51% Reduced
180
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$192M +$19.9M 3 2.83% Increased
181
Man Group
Man Group
United Kingdom
$191M +$13.6M 25 0.66% Increased
182
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$190M -$68.5M 4 2.75% Reduced
183
Alyeska Investment Group
Alyeska Investment Group
Illinois
$189M +$32.4M 11 2.08% Increased
184
FRGX
First Reserve GP XIII
Connecticut
$185M +$181M 1 100% New
185
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$185M +$13.7M 21 1.09% Increased
186
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$185M +$1.39M 10 0.68% Increased
187
Rockefeller Capital Management
Rockefeller Capital Management
New York
$181M +$2.68M 49 0.87% Increased
188
AM
Ares Management
California
$181M -$273M 1 6.83% Reduced
189
SCH
Sylebra Capital (HK)
Hong Kong
$179M -$124M 2 7.73% Reduced
190
Energy Income Partners
Energy Income Partners
Connecticut
$179M +$5.82M 5 3.85% Increased
191
Coatue Management
Coatue Management
New York
$176M -$25.9M 3 1.29% Reduced
192
M&T Bank
M&T Bank
New York
$176M -$191K 15 0.78% Reduced
193
ECP ControlCo
ECP ControlCo
New Jersey
$174M $0 2 29.6% Maintained
194
ROIC
Route One Investment Company
California
$173M $0 1 5.4% Maintained
195
ORIO
Old Republic International (ORI)
Illinois
$173M -$6M 3 3.5% Reduced
196
HighTower Advisors
HighTower Advisors
Illinois
$172M +$9.49M 36 0.38% Increased
197
SCA
Southpoint Capital Advisors
New York
$171M +$55.6M 1 3.32% Increased
198
Findlay Park Partners
Findlay Park Partners
United Kingdom
$171M $0 1 1.29% Maintained
199
Trillium Asset Management
Trillium Asset Management
Massachusetts
$168M +$13.9M 9 4.46% Increased
200
KBC Group
KBC Group
Belgium
$168M +$84.3M 30 0.66% Increased
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