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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
2001
TPM
Totem Point Management
New York
$5.48M +$4.01M 2 3.35% Increased
2002
MIC
Meridian Investment Counsel
California
$5.48M -$75.1K 2 1.18% Reduced
2003
OSNBOA
Old Second National Bank of Aurora
Illinois
$5.48M -$393K 4 1.03% Reduced
2004
RLH
RD Lewis Holdings
Florida
$5.47M +$265K 3 4.04% Increased
2005
RPC
Rossmore Private Capital
Connecticut
$5.46M +$510K 6 0.44% Increased
2006
MEAC
M.E. Allison & Co
Texas
$5.46M -$599K 4 3.14% Reduced
2007
WDA
Wendell David Associates
New Hampshire
$5.46M -$137K 3 0.58% Reduced
2008
AO
Advisor OS
Illinois
$5.45M -$480K 5 0.36% Reduced
2009
LHC
Little House Capital
Massachusetts
$5.44M -$88.3K 3 1.22% Reduced
2010
SWR
Spahn Wealth & Retirement
Arizona
$5.43M +$4.72M 1 3.49% New
2011
SWM
Stockman Wealth Management
Montana
$5.43M +$4.06M 4 0.56% Increased
2012
FI
Fractal Investments
Connecticut
$5.42M $0 3 0.63% Maintained
2013
SC
Scholtz & Company
Connecticut
$5.42M -$1.46M 1 2.71% Reduced
2014
HI
Harrington Investments
California
$5.41M -$547K 5 2.62% Reduced
2015
BCP
Blackhawk Capital Partners
Wisconsin
$5.4M +$985K 3 1.76% Increased
2016
PPA
Pacific Point Advisors
California
$5.39M -$891K 2 2.46% Reduced
2017
CFP
Catalyst Financial Partners
Massachusetts
$5.39M +$30.4K 5 0.54% Increased
2018
PP
PDS Planning
Ohio
$5.39M +$226K 8 0.31% Increased
2019
HIM
Hanlon Investment Management
New Jersey
$5.39M +$1.16M 6 2.86% Increased
2020
AFS
Access Financial Services
Minnesota
$5.38M -$137K 3 1.76% Reduced
2021
BIM
Baldwin Investment Management
Pennsylvania
$5.38M +$1.81M 5 0.52% Increased
2022
WBC
Westpac Banking Corp
Australia
$5.37M -$846K 6 0.33% Reduced
2023
BP
BBR Partners
New York
$5.37M -$207K 2 0.25% Reduced
2024
BOCM
Bontempo Ohly Capital Management
Maryland
$5.35M -$66.9K 1 2.28% Reduced
2025
YAVAPFMC
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$5.34M $0 2 3.71% Maintained