← 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
Great Lakes Advisors
Great Lakes Advisors
Illinois
$61.6M +$3.42M 5 1.51% Increased
202
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$60.6M -$1.06M 4 1.06% Reduced
203
Van Berkom & Associates
Van Berkom & Associates
Quebec, Canada
$59.1M +$7.73M 1 2.14% Increased
204
John W. Bristol & Co
John W. Bristol & Co
New York
$58.5M -$7.23M 1 1.72% Reduced
205
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$57.1M +$4.59M 8 0.3% Increased
206
FQ
First Quadrant
California
$57.1M -$2.42M 10 1.14% Reduced
207
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$56.9M +$3.74M 19 0.36% Increased
208
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$56.3M -$12M 4 0.3% Reduced
209
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$56M -$2.17M 5 0.17% Reduced
210
Wedge Capital Management
Wedge Capital Management
North Carolina
$55.5M -$5.34M 6 0.53% Reduced
211
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$55.4M -$14.5M 4 1.17% Reduced
212
AC
Alleghany Corporation
New York
$55.1M $0 1 2.04% Maintained
213
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$55M -$28M 3 0.44% Reduced
214
River Road Asset Management
River Road Asset Management
Kentucky
$54.5M -$1M 1 1.05% Reduced
215
TD Asset Management
TD Asset Management
Ontario, Canada
$54.1M -$6.74M 8 0.09% Reduced
216
ACM
Alta Capital Management
Utah
$53.6M +$9.7M 1 3.62% Increased
217
GH
GAM Holding
Switzerland
$53.4M +$1.25M 10 0.79% Increased
218
SC US (TTGP)
SC US (TTGP)
California
$53.2M $0 1 17.57% Maintained
219
QS Investors
QS Investors
New York
$52.8M -$248K 16 0.45% Reduced
220
TPCM
Tide Point Capital Management
Connecticut
$52.6M +$41.1M 1 2.99% Increased
221
Personal Capital Advisors
Personal Capital Advisors
California
$52.6M +$2.92M 3 1.15% Increased
222
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$52.1M -$15.1M 7 0.12% Reduced
223
BA
Boston Advisors
Massachusetts
$52M +$2.25M 5 1.2% Increased
224
Eagle Asset Management
Eagle Asset Management
Florida
$51.8M -$13.5M 5 0.31% Reduced
225
Westfield Capital Management
Westfield Capital Management
Massachusetts
$51.2M +$8.28M 2 0.44% Increased