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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
DL
Delta Lloyd
Netherlands
$86.1M +$1.84M 10 0.78% Increased
202
ARC
Absolute Return Capital
Massachusetts
$85.4M -$574K 5 1.2% Reduced
203
GH
GAM Holding
Switzerland
$84.2M +$1.46M 13 1.22% Increased
204
LCS
Levin Capital Strategies
New York
$83.9M -$981K 9 1.28% Reduced
205
Capital Guardian Trust
Capital Guardian Trust
California
$83.9M +$3.27M 5 0.6% Increased
206
Stifel Financial
Stifel Financial
Missouri
$83.3M +$6.54M 18 0.73% Increased
207
PointState Capital
PointState Capital
New York
$83M -$207M 3 1.5% Reduced
208
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$82.9M +$3.78M 3 0.95% Increased
209
Abrams Capital Management
Abrams Capital Management
Massachusetts
$82.3M +$87.7M 1 4.87% New
210
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$82M +$8.39M 10 1.63% Increased
211
CLM
ClearBridge LLC (Maryland)
Maryland
$81.2M +$76.6K 1 1.51% Increased
212
PP
PDT Partners
New York
$81.1M +$58.2M 15 2.06% Increased
213
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$80.4M -$1.96M 5 0.63% Reduced
214
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$80.3M +$12.1M 6 0.9% Increased
215
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$79.6M +$2.93M 16 2% Increased
216
Highbridge Capital Management
Highbridge Capital Management
New York
$78.4M +$70.9M 8 1.03% Increased
217
GVI
Green Valley Investors
Delaware
$78.1M -$13.2M 1 1.79% Reduced
218
GGHC
Gilder Gagnon Howe & Co
New York
$78.1M +$21.4M 3 1.14% Increased
219
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$76.7M +$5.46M 14 0.66% Increased
220
ACI
AMP Capital Investors
Australia
$76.4M -$350K 6 0.48% Reduced
221
Bessemer Group
Bessemer Group
New Jersey
$76.2M -$12.7M 13 0.43% Reduced
222
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$75.9M -$7.88M 8 0.64% Reduced
223
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$75.5M +$1.22M 6 0.2% Increased
224
GC
GW Capital
Washington
$75.2M +$35.6K 1 3.19% Increased
225
Aperio Group
Aperio Group
California
$75M +$1.31M 18 1.01% Increased