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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

Hydrogen & Fuel Cells Solar Wind
# Name Holding Trade Value Theme
Stocks 		% of
Portfolio 		Status
201
CCMH
Cornerstone Capital Management Holdings
New York
$88.9M +$10.9M 10 1.03% Increased
202
Comerica Bank
Comerica Bank
Texas
$88.8M -$2.84M 14 0.68% Reduced
203
LCS
Levin Capital Strategies
New York
$87.7M -$4.83M 9 1.47% Reduced
204
Davenport & Co
Davenport & Co
Virginia
$87.6M -$21.9M 4 1.59% Reduced
205
Samlyn Capital
Samlyn Capital
New York
$86.4M +$83.3M 1 2.01% New
206
TCG
Tremblant Capital Group
Florida
$86.3M +$37.6M 1 3.2% Increased
207
Fred Alger Management
Fred Alger Management
New York
$86.2M -$76.2M 5 0.43% Reduced
208
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$86.1M -$2.78M 25 0.07% Reduced
209
QS Batterymarch Financial Management
QS Batterymarch Financial Management
New York
$86M +$3.09M 10 1.77% Increased
210
GC
GW Capital
Washington
$85.8M +$6.53M 1 3.33% Increased
211
TD Asset Management
TD Asset Management
Ontario, Canada
$84.9M -$8.72M 8 0.15% Reduced
212
MAC
Monarch Alternative Capital
New York
$84.3M +$81.5M 1 18.53% New
213
PointState Capital
PointState Capital
New York
$84.1M +$7.49M 1 1.34% Increased
214
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$83.7M +$141K 3 0.89% Increased
215
Royce & Associates
Royce & Associates
New York
$83.5M -$9.95M 11 0.25% Reduced
216
GVI
Green Valley Investors
Delaware
$83.3M -$11.5M 1 1.91% Reduced
217
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$80.3M -$901K 20 0.56% Reduced
218
Capital Guardian Trust
Capital Guardian Trust
California
$80.2M -$37.3M 4 0.54% Reduced
219
Aristeia Capital
Aristeia Capital
Connecticut
$80M +$45.4M 1 3.3% Increased
220
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$79.5M -$168M 5 0.04% Reduced
221
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$78.8M +$15.2M 6 0.59% Increased
222
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$78.7M -$33.2M 2 3.56% Reduced
223
Select Equity Group
Select Equity Group
New York
$77.9M +$25.8M 1 0.85% Increased
224
Stifel Financial
Stifel Financial
Missouri
$77.5M +$76.9M 17 0.74% New
225
AC
Alleghany Corporation
New York
$77.4M $0 1 3.17% Maintained
7 8
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