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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
TD Asset Management
TD Asset Management
Ontario, Canada
$69.1M +$244K 7 0.11% Increased
202
SEI Investments
SEI Investments
Pennsylvania
$69M -$11.3M 38 0.26% Reduced
203
Capital Research Global Investors
Capital Research Global Investors
California
$68.4M -$895K 2 0.02% Reduced
204
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$68.1M +$14.5M 10 0.15% Increased
205
AIG
American International Group
New York
$68M -$3.88M 25 0.24% Reduced
206
1832 Asset Management
1832 Asset Management
Ontario, Canada
$67.9M +$3.54M 7 0.25% Increased
207
Van Berkom & Associates
Van Berkom & Associates
Quebec, Canada
$67.8M +$17M 1 2.06% Increased
208
TCW Group
TCW Group
California
$67M -$6.24M 2 0.55% Reduced
209
SC US (TTGP)
SC US (TTGP)
California
$66.7M $0 1 27.21% Maintained
210
Aviva
Aviva
United Kingdom
$66.5M -$6.36M 3 0.41% Reduced
211
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$66M -$1.82M 9 1.1% Reduced
212
Hood River Capital Management
Hood River Capital Management
Florida
$65.6M -$1.81M 2 3.68% Reduced
213
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$64.9M +$828K 29 0.59% Increased
214
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$64.8M +$14.9M 6 0.55% Increased
215
FQ
First Quadrant
California
$64.5M +$13.9M 7 1.23% Increased
216
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$63.7M -$1.31M 4 1.09% Reduced
217
EC
EMS Capital
New York
$63.6M $0 1 5.7% Maintained
218
PCP
Polunin Capital Partners
United Kingdom
$63.6M +$1.77M 1 26.43% Increased
219
Gotham Asset Management
Gotham Asset Management
New York
$63.2M +$14.1M 9 0.88% Increased
220
CRM
Cramer Rosenthal McGlynn
Connecticut
$63M +$1.37M 1 1.03% Increased
221
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$62.2M +$15.2M 8 0.38% Increased
222
Ruffer LLP
Ruffer LLP
United Kingdom
$60.8M -$43.1M 2 2.98% Reduced
223
SG Americas Securities
SG Americas Securities
New York
$60M +$30.1M 23 0.48% Increased
224
Personal Capital Advisors
Personal Capital Advisors
California
$59.9M -$18.4M 4 0.93% Reduced
225
Arizona State Retirement System
Arizona State Retirement System
Arizona
$59.8M -$1.36M 13 0.6% Reduced