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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
ValueAct Holdings
ValueAct Holdings
California
$86.3M +$12M 2 0.9% Increased
202
KeyBank National Association
KeyBank National Association
Ohio
$85.8M -$2.34M 7 0.5% Reduced
203
Comerica Bank
Comerica Bank
Texas
$85.5M -$979K 20 0.69% Reduced
204
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$85.3M +$2.16M 5 0.52% Increased
205
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$85.1M -$26.6M 9 0.77% Reduced
206
BB&T Securities
BB&T Securities
Virginia
$85M +$3.45M 9 0.77% Increased
207
RP
RR Partners
New York
$84.9M -$525K 1 9.42% Reduced
208
LPC
Lion Point Capital
New York
$84.2M -$15.4M 1 8.29% Reduced
209
Foresters Investment Management
Foresters Investment Management
New York
$83.7M -$9.94M 4 1.5% Reduced
210
AIG
American International Group
New York
$83.4M -$3.49M 27 0.33% Reduced
211
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$83.3M +$4.95M 27 0.37% Increased
212
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$83.1M +$15.7M 4 1.76% Increased
213
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$82.9M -$16.2M 13 0.58% Reduced
214
CIBC World Markets
CIBC World Markets
New York
$82.1M +$1.09M 4 0.63% Increased
215
ROIC
Route One Investment Company
California
$81.5M +$3.96M 1 2.5% Increased
216
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$80.6M +$49.6M 8 4.3% Increased
217
EC
EMS Capital
New York
$80.5M +$6.59M 1 5.25% Increased
218
AC
Alleghany Corporation
New York
$79.2M -$5.82M 1 4.11% Reduced
219
Rockefeller Capital Management
Rockefeller Capital Management
New York
$78.2M -$5.7M 9 1.09% Reduced
220
ACM
Arosa Capital Management
Florida
$78.2M +$33.7M 7 12.34% Increased
221
Sarasin & Partners
Sarasin & Partners
United Kingdom
$77.7M -$15.4M 1 1.36% Reduced
222
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$77.6M +$29.6M 10 0.27% Increased
223
Trillium Asset Management
Trillium Asset Management
Massachusetts
$77M +$1.97M 7 3.71% Increased
224
TPG Group Holdings (SBS) Advisors
TPG Group Holdings (SBS) Advisors
Texas
$76.9M -$51.5M 1 1.16% Reduced
225
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$76.7M +$78.2M 2 0.93% Increased