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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
201
QS Batterymarch Financial Management
QS Batterymarch Financial Management
New York
$70.1M -$5.39M 8 1.52% Reduced
202
ARC
Absolute Return Capital
Massachusetts
$69.8M +$34.6M 8 0.97% Increased
203
Lazard Asset Management
Lazard Asset Management
New York
$69.7M -$9.59M 8 0.17% Reduced
204
AC
Alleghany Corporation
New York
$69.3M -$884K 1 3.64% Reduced
205
Veritable
Veritable
Delaware
$68.7M -$2.23M 7 1.61% Reduced
206
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$68.4M -$8.67M 6 0.58% Reduced
207
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$67.4M -$5.12M 3 0.79% Reduced
208
CCMH
Cornerstone Capital Management Holdings
New York
$64.6M -$2.28M 11 0.77% Reduced
209
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$63.8M -$13.4M 5 0.18% Reduced
210
Glenmede Trust
Glenmede Trust
Pennsylvania
$63.3M +$4.99M 14 0.75% Increased
211
AAP
Ardsley Advisory Partners
Connecticut
$62.5M +$10.8M 9 12.77% Increased
212
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$62.5M -$749K 19 0.48% Reduced
213
GC
GW Capital
Washington
$61.7M -$196K 1 2.9% Reduced
214
Boston Trust Walden
Boston Trust Walden
Massachusetts
$61.5M -$805K 4 0.94% Reduced
215
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$61.2M +$4.46M 6 0.2% Increased
216
Third Point
Third Point
New York
$60.5M $0 1 1.48% Maintained
217
Axa
Axa
France
$59.7M -$112M 8 0.29% Reduced
218
Slate Path Capital
Slate Path Capital
New York
$59.3M $0 1 3.09% Maintained
219
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$58.5M +$2.46M 8 1.27% Increased
220
PRO
Pensioenfonds Rail & OV
Netherlands
$58.4M $0 1 2.7% Maintained
221
LCS
Levin Capital Strategies
New York
$58.2M -$1.87M 9 0.99% Reduced
222
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$57.4M -$14.3M 8 0.29% Reduced
223
LBG
Lloyds Banking Group
United Kingdom
$57.2M +$6.03M 5 0.59% Increased
224
Sentry Investments
Sentry Investments
Ontario, Canada
$57.1M +$17.5M 1 1.1% Increased
225
Winton Capital Management
Winton Capital Management
United Kingdom
$56.9M +$10.6M 3 0.69% Increased