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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
WIM
Westside Investment Management
California
$172K +$165K 14 0.12% New
2002
Itau Unibanco Holding S.A.
Itau Unibanco Holding S.A.
Brazil
$171K -$18.2K 5 0.02% Reduced
2003
Financial Engines Advisors
Financial Engines Advisors
California
$169K +$119K 1 0.01% Increased
2004
AS
Arxis Securities
New York
$167K +$178K 3 0.23% New
2005
DPA
Delphi Private Advisors
California
$164K -$5.61K 4 0.29% Reduced
2006
TFO
Tarbox Family Office
California
$163K +$11K 4 0.09% Increased
2007
BWA
Burt Wealth Advisors
Maryland
$161K +$11.4K 3 0.14% Increased
2008
FPCP
Fort Point Capital Partners
California
$161K -$90K 1 0.09% Reduced
2009
NSB
Norway Savings Bank
Maine
$155K +$149K 3 0.14% New
2010
AA
AlphaMark Advisors
Kentucky
$153K +$138K 4 0.08% Increased
2011
JAM
Jolley Asset Management
North Carolina
$153K -$12.2K 3 0.11% Reduced
2012
CWM
Catamount Wealth Management
Connecticut
$149K +$41.1K 2 0.12% Increased
2013
FAM
Fortaleza Asset Management
Illinois
$149K +$126K 2 0.32% Increased
2014
LCM
Liberty Capital Management
Michigan
$147K -$20.7K 3 0.1% Reduced
2015
MWM
Mascoma Wealth Management
New Hampshire
$145K +$140K 3 0.11% New
2016
FMP
Financial Management Professionals
Texas
$144K -$150 4 0.07% Reduced
2017
HIP
Hatteras Investment Partners
North Carolina
$141K -$732K 1 0.82% Reduced
2018
JWBC
J.W. Burns & Co
New York
$141K $0 1 0.04% Maintained
2019
KI
Koch Industries
Kansas
$141K +$157K 1 0.32% New
2020
APSP
Asset Planning Services (Pennsylvania)
Pennsylvania
$139K -$11.5K 3 0.11% Reduced
2021
ACM
Armbruster Capital Management
New York
$138K -$9.19K 3 0.08% Reduced
2022
AIS
Accurate Investment Solutions
Pennsylvania
$133K -$2.51K 2 0.12% Reduced
2023
Dakota Wealth Management
Dakota Wealth Management
Florida
$132K $0 1 0.09% Maintained
2024
Cohen & Steers
Cohen & Steers
New York
$131K -$4.9M 1 0% Reduced
2025
NYLT
New York Life Trust
New York
$131K -$65.6K 1 0.62% Reduced