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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
HAM
HHR Asset Management
New Jersey
$86.6M -$1.63M 1 3.49% Reduced
202
Glenmede Trust
Glenmede Trust
Pennsylvania
$86.3M +$12M 16 0.88% Increased
203
Royce & Associates
Royce & Associates
New York
$85.7M -$1.05M 12 0.25% Reduced
204
Sentry Investments
Sentry Investments
Ontario, Canada
$85M +$632K 1 1.43% Increased
205
Corvex Management
Corvex Management
New York
$83.9M -$33.6M 1 1.74% Reduced
206
JC
Jetstream Capital
Tennessee
$83M +$57.8M 3 2.29% Increased
207
GC
GW Capital
Washington
$82.7M +$22.3M 1 3.62% Increased
208
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$79.9M +$541K 3 0.86% Increased
209
Lazard Asset Management
Lazard Asset Management
New York
$79.6M +$4.54M 11 0.18% Increased
210
Slate Path Capital
Slate Path Capital
New York
$79.1M $0 1 2.73% Maintained
211
LCS
Levin Capital Strategies
New York
$79M +$14.2M 9 1.27% Increased
212
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$77.2M -$756K 20 0.54% Reduced
213
EPCM
Eton Park Capital Management
New York
$76.7M +$74.8M 1 1.43% New
214
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$76.2M +$1.76M 4 0.78% Increased
215
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$76M -$5.45M 5 0.23% Reduced
216
Perkins Investment Management
Perkins Investment Management
Illinois
$75.8M +$55.8M 4 0.53% Increased
217
QS Batterymarch Financial Management
QS Batterymarch Financial Management
New York
$75.6M -$14.5M 9 1.6% Reduced
218
CCP
Clough Capital Partners
Massachusetts
$74.6M +$64M 4 2.46% New
219
AL
AJO LP
Pennsylvania
$74.1M +$61.2M 4 0.32% Increased
220
F&C Asset Management
F&C Asset Management
United Kingdom
$72.9M -$20.3M 7 0.89% Reduced
221
AC
Alleghany Corporation
New York
$72.7M $0 1 3.57% Maintained
222
PointState Capital
PointState Capital
New York
$72.5M +$60.6M 1 0.92% New
223
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$72.4M -$24.9M 2 1.01% Reduced
224
Eagle Asset Management
Eagle Asset Management
Florida
$72.4M +$25.7M 3 0.41% Increased
225
ZDA
Zweig-DiMenna Associates
New York
$70.7M +$18.2M 5 2.59% Increased