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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

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
176
Gates Capital Management
Gates Capital Management
New York
$222M +$28.2M 1 3.89% Increased
177
Janus Henderson Group
Janus Henderson Group
$221M -$31.7M 31 0.11% Reduced
178
Summit Partners Public Asset Management
Summit Partners Public Asset Management
Massachusetts
$213M -$6.11M 6 6.6% Reduced
179
Encompass Capital Advisors
Encompass Capital Advisors
New York
$212M -$77.7M 9 10.33% Reduced
180
GACM
Global Alpha Capital Management
Quebec, Canada
$210M +$9.44M 2 13.67% Increased
181
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$209M +$2.76M 9 0.48% Increased
182
Nomura Asset Management
Nomura Asset Management
Japan
$209M -$2.28M 18 0.64% Reduced
183
Empower Advisory Group
Empower Advisory Group
Colorado
$208M +$5.66M 4 0.7% Increased
184
Panagora Asset Management
Panagora Asset Management
Massachusetts
$204M +$5.89M 15 0.98% Increased
185
Frontier Capital Management
Frontier Capital Management
Massachusetts
$200M -$9.54M 6 1.89% Reduced
186
Davenport & Co
Davenport & Co
Virginia
$199M +$334K 14 1.13% Increased
187
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$198M +$27M 7 1.32% Increased
188
UniSuper Management
UniSuper Management
Australia
$198M -$2.26M 13 1.49% Reduced
189
Waverton Investment Management
Waverton Investment Management
United Kingdom
$198M +$13.4M 2 3.25% Increased
190
STRS Ohio
STRS Ohio
Ohio
$198M +$6.12M 22 0.76% Increased
191
FFM
Fullerton Fund Management
Singapore
$195M +$23.2M 3 8.18% Increased
192
Alkeon Capital Management
Alkeon Capital Management
New York
$194M +$31.8M 1 0.33% Increased
193
Natixis
Natixis
France
$191M -$5.94M 12 1.08% Reduced
194
SC
Sylebra Capital
California
$190M +$57.6M 3 6.27% Increased
195
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$189M -$9.83M 27 0.75% Reduced
196
Cincinnati Insurance
Cincinnati Insurance
Ohio
$188M $0 2 3.15% Maintained
197
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$187M +$33M 10 0.38% Increased
198
Westfield Capital Management
Westfield Capital Management
Massachusetts
$186M +$81.2M 4 0.84% Increased
199
Squarepoint
Squarepoint
New York
$186M +$21.9M 38 0.29% Increased
200
Van Berkom & Associates
Van Berkom & Associates
Quebec, Canada
$184M +$1.9M 2 5.05% Increased