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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
MAI
Marble Arch Investments
New York
$74.3M $0 1 5.02% Maintained
202
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$74.1M +$6.87M 28 0.94% Increased
203
JIR
James Investment Research
Ohio
$72.6M +$9.93M 2 1.8% Increased
204
ABC
Anchor Bolt Capital
Illinois
$71.5M -$3.65M 1 1.87% Reduced
205
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$71.3M +$21.8M 6 0.2% Increased
206
GH
GAM Holding
Switzerland
$70.3M +$9.49M 13 1.1% Increased
207
Aberdeen Asset Management
Aberdeen Asset Management
United Kingdom
$69.6M +$2.63M 6 0.24% Increased
208
TPG Group Holdings (SBS) Advisors
TPG Group Holdings (SBS) Advisors
Texas
$69.4M +$18.6M 1 0.5% Increased
209
FRM
Foundation Resource Management
Arkansas
$69.2M -$867K 2 15.01% Reduced
210
Fisher Asset Management
Fisher Asset Management
Washington
$68.4M -$60K 4 0.13% Reduced
211
HighTower Advisors
HighTower Advisors
Illinois
$67.7M +$35.4M 10 0.8% Increased
212
Comerica Bank
Comerica Bank
Texas
$67.3M +$2.56M 15 0.66% Increased
213
ARGA Investment Management
ARGA Investment Management
Connecticut
$67.2M -$1.04M 1 22.45% Reduced
214
Gabelli Funds
Gabelli Funds
New York
$67M -$4.89M 8 0.39% Reduced
215
National Rural Electric Cooperative Association
National Rural Electric Cooperative Association
Virginia
$66.5M -$34.5M 2 1.19% Reduced
216
GTP
Global Thematic Partners
New York
$66.4M -$14.2M 4 1.33% Reduced
217
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$66.2M -$2.04M 21 0.51% Reduced
218
AIG
American International Group
New York
$66.2M -$1.43M 41 0.27% Reduced
219
LPL Financial
LPL Financial
California
$66.2M +$31.4M 23 0.18% Increased
220
Royce & Associates
Royce & Associates
New York
$65M -$15.9M 9 0.39% Reduced
221
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$64.9M -$3.83M 5 0.54% Reduced
222
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$64.8M +$2.49M 13 0.55% Increased
223
CRM
Cramer Rosenthal McGlynn
Connecticut
$64.8M +$671K 1 0.97% Increased
224
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$64.6M -$6.62M 4 0.62% Reduced
225
Calamos Advisors
Calamos Advisors
Illinois
$64.4M -$8.3M 6 0.41% Reduced