← All themes

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
MAC
Monarch Alternative Capital
New York
$80.4M +$18.6M 1 19.34% Increased
202
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$79.5M -$7.68M 6 0.72% Reduced
203
Eagle Asset Management
Eagle Asset Management
Florida
$77.4M -$902K 4 0.44% Reduced
204
CRM
Cramer Rosenthal McGlynn
Connecticut
$76.9M -$39.3M 1 0.86% Reduced
205
Aperio Group
Aperio Group
California
$75.8M +$13M 21 0.85% Increased
206
TD Asset Management
TD Asset Management
Ontario, Canada
$75.6M +$488K 7 0.14% Increased
207
KBC Group
KBC Group
Belgium
$75.4M +$5.46M 22 0.96% Increased
208
GA
Glenhill Advisors
New York
$75.4M +$67.9M 1 5.94% Increased
209
AA
Antipodean Advisors
New York
$75.3M +$22.3M 1 7.04% Increased
210
Aviva
Aviva
United Kingdom
$74.2M +$8.6M 6 0.51% Increased
211
LCS
Levin Capital Strategies
New York
$74.2M -$349K 8 1.11% Reduced
212
Prudential plc
Prudential plc
United Kingdom
$73.6M -$8.58M 4 0.32% Reduced
213
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$73.2M -$21.9M 22 0.57% Reduced
214
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$73.1M -$2.58M 19 0.54% Reduced
215
Comerica Bank
Comerica Bank
Texas
$73.1M -$66.2M 13 0.62% Reduced
216
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$72M -$3.9M 14 0.59% Reduced
217
NVPX
Norwest Venture Partners XI
California
$72M +$70.4M 1 45.57% New
218
EA
Euclid Advisors
Connecticut
$72M +$51.1M 2 1.32% Increased
219
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$71.7M -$80.9K 3 0.87% Reduced
220
NIM
NXG Investment Management
Texas
$71.7M +$5.28M 3 1.84% Increased
221
SM
Seminole Management
New York
$71.5M +$64.6M 3 3.21% New
222
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$71.3M -$16.9M 30 0.2% Reduced
223
AIG
American International Group
New York
$70.5M +$5.48M 42 0.29% Increased
224
AMF Tjänstepension
AMF Tjänstepension
Sweden
$70.3M +$22.3M 2 0.88% Increased
225
FRM
Foundation Resource Management
Arkansas
$68.2M -$5.86M 3 11.2% Reduced