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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
Modera Wealth Management
Modera Wealth Management
New Jersey
$233K $0 1 0.05% Maintained
2002
GIM
Greenwich Investment Management
Connecticut
$231K -$3.65K 1 0.3% Reduced
2003
WAS
WESPAC Advisors SoCal
California
$231K -$2.92K 3 0.14% Reduced
2004
Avior Wealth Management
Avior Wealth Management
Nebraska
$230K -$18.1K 5 0.08% Reduced
2005
ANB
Amarillo National Bank
Texas
$229K +$211K 1 0.08% New
2006
CCM
Catawba Capital Management
Virginia
$229K +$232K 1 0.05% New
2007
VSWA
Vontobel Swiss Wealth Advisors
Switzerland
$229K +$212K 1 0.14% New
2008
IIA
IPG Investment Advisors
California
$229K -$181K 1 0.08% Reduced
2009
TF
Tompkins Financial
New York
$228K +$91.6K 3 0.05% Increased
2010
HC
Henshaw Capital
Massachusetts
$227K +$86.3K 1 0.02% Increased
2011
MCIA
Mountain Capital Investment Advisors
Colorado
$227K -$14.3K 6 0.2% Reduced
2012
FAT
First American Trust
California
$226K $0 1 0.06% Maintained
2013
RCA
Rex Capital Advisors
Rhode Island
$225K +$4.1K 1 0.18% Increased
2014
SSG
Summit Securities Group
New York
$223K +$204K 1 0.04% New
2015
FCCM
First City Capital Management
Georgia
$220K +$203K 1 0.15% New
2016
PC
Palo Capital
California
$220K +$197K 1 0.12% New
2017
Allworth Financial
Allworth Financial
California
$219K -$35.3K 4 0.02% Reduced
2018
TWM
Torch Wealth Management
Ohio
$217K $0 1 0.14% Maintained
2019
CNB
Camden National Bank
Maine
$216K -$84.7K 1 0.06% Reduced
2020
DWM
Darwin Wealth Management
Florida
$215K -$1.74M 1 0.21% Reduced
2021
PAM
Peak Asset Management
Colorado
$215K -$44.7K 1 0.08% Reduced
2022
VCM
Vigilant Capital Management
Maine
$215K -$1.21K 4 0.03% Reduced
2023
ADL
Asset Dedication LLC
California
$213K -$87.8K 3 0.1% Reduced
2024
DOA
D'Orazio & Associates
Virginia
$213K +$18.1K 3 0.08% Increased
2025
NP
NS Partners
United Kingdom
$213K +$195K 1 0.03% New