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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
MFS
McNamara Financial Services
Massachusetts
$65K +$70.8K 1 0.06% New
2002
SMG
Spectrum Management Group
Indiana
$64K +$21K 3 0.03% Increased
2003
Blackhill Capital
Blackhill Capital
New Jersey
$61K $0 1 0.01% Maintained
2004
LG
Laidlaw Group
New York
$60K +$79.2K 1 0.03% New
2005
Klingman & Associates
Klingman & Associates
New York
$59K +$60.9K 4 0.02% New
2006
CFA
Camarda Financial Advisors
Florida
$58K -$1.93K 2 0.04% Reduced
2007
EC
Estate Counselors
Wisconsin
$56K +$59.6K 1 0.02% New
2008
TIM
Tortoise Investment Management
New York
$56K -$20.2K 5 0.02% Reduced
2009
PIM
Parasol Investment Management
Illinois
$53K -$27.9K 1 0.04% Reduced
2010
P
Palladiem
Pennsylvania
$52K +$53.5K 2 0.04% New
2011
KPA
Keel Point Advisors
Virginia
$51K +$58.6K 1 0.04% New
2012
FBT
Founders Bank & Trust
Michigan
$50K -$336 4 0.03% Reduced
2013
SIA
SeaBridge Investment Advisors
New Jersey
$50K -$2.57M 1 0.01% Reduced
2014
NC
NewSquare Capital
Pennsylvania
$49K -$706 2 0.02% Reduced
2015
SFU
Stonehage Fleming (UK)
United Kingdom
$49K -$41K 1 0.02% Reduced
2016
LWM
LBA Wealth Management
Florida
$46K -$3K 2 0.03% Reduced
2017
LAIC
Lederer & Associates Investment Counsel
California
$45K +$55.1K 2 0.04% New
2018
NCM
Nelson Capital Management
California
$45K -$8.91K 2 0.02% Reduced
2019
SM
Senvest Management
New York
$45K -$183K 1 0% Reduced
2020
RCG
Ruggie Capital Group
Florida
$44K +$46.4K 1 0.04% New
2021
NHFG
New Harbor Financial Group
Massachusetts
$43K +$47K 2 0.05% New
2022
JAM
Jolley Asset Management
North Carolina
$40K -$605 1 0.03% Reduced
2023
Blackstone Inc
Blackstone Inc
New York
$39K +$39.7K 1 0% New
2024
FBA
Front Barnett Associates
Illinois
$39K -$657K 1 0.01% Reduced
2025
EGM
Espalier Global Management
New York
$38K -$6.49M 1 0.01% Reduced