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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
2026
EPM
Equitec Proprietary Markets
Illinois
$39K -$972K 1 0% Reduced
2027
FWC
First Washington Corp
Washington
$39K $0 2 0.02% Maintained
2028
LAIC
Lederer & Associates Investment Counsel
California
$39K $0 2 0.04% Maintained
2029
Blackstone Inc
Blackstone Inc
New York
$37K $0 1 0% Maintained
2030
SGS
Sterling Global Strategies
California
$37K +$34.7K 1 0.11% New
2031
AWM
AllSquare Wealth Management
New York
$36K +$7.33K 6 0.03% Increased
2032
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
$35K +$164 2 0.02% Increased
2033
TCM
TD Capital Management
Tennessee
$35K $0 3 0.01% Maintained
2034
FPFS
First Personal Financial Services
North Carolina
$34K +$18.8K 3 0.02% Increased
2035
Balentine LLC
Balentine LLC
Georgia
$32K +$26.8K 1 0.01% New
2036
NCM
Nelson Capital Management
California
$32K -$13.9K 2 0.01% Reduced
2037
SHJ
Sharkey, Howes & Javer
Colorado
$32K +$29.4K 3 0.02% New
2038
FI
FCM Investments
Texas
$30K $0 1 0.01% Maintained
2039
UFA
US Financial Advisors
Massachusetts
$30K $0 3 0.03% Maintained
2040
AIC
Ayalon Insurance Company
Israel
$28K +$27K 2 0.02% New
2041
RWM
Raffa Wealth Management
District of Columbia
$27.1K +$1.83K 9 0.02% Increased
2042
JAM
Jolley Asset Management
North Carolina
$27K -$14.8K 1 0.02% Reduced
2043
FMA
FNY Managed Accounts
New York
$27K -$523K 1 0.02% Reduced
2044
LIM
Lagoda Investment Management
New York
$26K $0 1 0.01% Maintained
2045
LWA
Lenox Wealth Advisors
New York
$25K $0 1 0.01% Maintained
2046
LOT
Lombard Odier Transatlantic
Quebec, Canada
$24K $0 1 0.02% Maintained
2047
SAM
Solaris Asset Management
New York
$24K +$25.3K 1 0.01% New
2048
CFS
Commonwealth Financial Services
West Virginia
$22K $0 2 0.02% Maintained
2049
HLA
Hamilton Lane Advisors
Pennsylvania
$20K $0 1 0.01% Maintained
2050
LOCB
Lombard Odier & Cie (Bahamas)
Bahamas
$20K $0 2 0.01% Maintained