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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
1C
1060 Capital
Colorado
$64.3M +$14.5M 2 10.96% Increased
202
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$64.2M +$914K 20 0.38% Increased
203
Nomura Holdings
Nomura Holdings
Japan
$63.7M -$322M 6 0.13% Reduced
204
AC
Alleghany Corporation
New York
$63.4M +$5.04M 1 1.99% Increased
205
CRM
Cramer Rosenthal McGlynn
Connecticut
$63.4M -$4.33M 1 1.02% Reduced
206
TD Asset Management
TD Asset Management
Ontario, Canada
$63.1M +$4.03M 8 0.09% Increased
207
Huntington National Bank
Huntington National Bank
Ohio
$61.6M +$4.34M 11 1.04% Increased
208
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$61.3M -$1.12M 4 0.32% Reduced
209
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$61.2M +$56.1M 13 1.58% New
210
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$61M -$5.22M 4 1.06% Reduced
211
BA
Boston Advisors
Massachusetts
$61M +$4.12M 6 1.38% Increased
212
River Road Asset Management
River Road Asset Management
Kentucky
$60.8M -$1.23M 1 1.19% Reduced
213
Eagle Asset Management
Eagle Asset Management
Florida
$60.5M +$1.12M 4 0.35% Increased
214
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$60.4M +$6.36M 7 0.79% Increased
215
AMF Tjänstepension
AMF Tjänstepension
Sweden
$60.1M +$7.92M 3 0.66% Increased
216
John W. Bristol & Co
John W. Bristol & Co
New York
$60.1M -$1.7M 1 1.73% Reduced
217
Personal Capital Advisors
Personal Capital Advisors
California
$59.8M +$328K 3 1.17% Increased
218
Wedge Capital Management
Wedge Capital Management
North Carolina
$59.5M -$2.2M 6 0.55% Reduced
219
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$58.7M -$1.69M 7 0.13% Reduced
220
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$58.5M -$11.2M 13 0.3% Reduced
221
ACM
Alta Capital Management
Utah
$58M -$1.25M 1 3.75% Reduced
222
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$56.9M +$12.9M 9 1.32% Increased
223
FQ
First Quadrant
California
$56.9M -$5.94M 11 1.1% Reduced
224
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$55.9M +$12.6M 10 0.34% Increased
225
LPL Financial
LPL Financial
California
$55M +$5.66M 20 0.19% Increased