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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
Guggenheim Capital
Guggenheim Capital
Illinois
$85.9M -$10.7M 17 0.7% Reduced
202
ECP
Electron Capital Partners
New York
$85.8M +$13.2M 2 10.95% Increased
203
Congress Asset Management
Congress Asset Management
Massachusetts
$83.7M +$8.89M 4 1.1% Increased
204
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$83.6M +$9.89M 5 0.7% Increased
205
KeyBank National Association
KeyBank National Association
Ohio
$82.9M +$864K 7 0.49% Increased
206
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$82.7M +$168K 13 0.6% Increased
207
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$82.4M -$5.08M 8 0.49% Reduced
208
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$82.1M +$12.3M 12 0.13% Increased
209
AIG
American International Group
New York
$81.2M +$1.19M 28 0.31% Increased
210
GVI
Green Valley Investors
Delaware
$81M +$32.7M 1 4.14% Increased
211
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings
Israel
$80.4M +$2.69M 4 1.92% Increased
212
Fenimore Asset Management
Fenimore Asset Management
New York
$79.9M +$1.5M 1 2.9% Increased
213
Sarasin & Partners
Sarasin & Partners
United Kingdom
$79.7M -$79M 1 1.53% Reduced
214
BB&T Securities
BB&T Securities
Virginia
$78.8M +$7.13M 7 0.76% Increased
215
Boston Partners
Boston Partners
Massachusetts
$78.2M +$4.77M 4 0.1% Increased
216
ValueAct Holdings
ValueAct Holdings
California
$78.1M +$43.6M 2 0.86% Increased
217
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$77.8M +$657K 5 0.5% Increased
218
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$76.4M +$2.02M 24 0.35% Increased
219
CIBC World Markets
CIBC World Markets
New York
$76.4M -$37.5M 4 0.62% Reduced
220
STRS Ohio
STRS Ohio
Ohio
$76.3M -$3.08M 14 0.35% Reduced
221
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$75.2M +$47.8M 11 0.55% Increased
222
ROIC
Route One Investment Company
California
$74.7M +$7.41M 1 1.78% Increased
223
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$74.5M -$265K 5 0.36% Reduced
224
Private Management Group
Private Management Group
California
$74.2M -$2.85M 5 3.69% Reduced
225
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$73.2M -$1.56M 9 1.1% Reduced