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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
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$87.9M -$45.8M 3 1.54% Reduced
202
TPG Group Holdings (SBS) Advisors
TPG Group Holdings (SBS) Advisors
Texas
$87.6M +$12.4M 1 1.29% Increased
203
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
$86.7M $0 2 3.09% Maintained
204
AIG
American International Group
New York
$85.9M +$454K 28 0.35% Increased
205
Nomura Holdings
Nomura Holdings
Japan
$84.9M -$23.4M 8 0.32% Reduced
206
Private Management Group
Private Management Group
California
$84.7M +$13.5M 5 4.49% Increased
207
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$84.7M +$1.28M 28 0.36% Increased
208
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$84.6M +$31.4M 6 1% Increased
209
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$84.5M -$5.29M 11 0.18% Reduced
210
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$84.4M +$10.9M 6 0.76% Increased
211
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$83.8M -$7.39M 11 0.58% Reduced
212
NSLI
Nan Shan Life Insurance
Taiwan
$82.1M -$54.3M 2 2.26% Reduced
213
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$81.8M -$5.54M 5 1.86% Reduced
214
QS Investors
QS Investors
New York
$81.6M +$9.57M 14 0.89% Increased
215
KeyBank National Association
KeyBank National Association
Ohio
$81.6M -$6.12M 6 0.47% Reduced
216
Balyasny Asset Management
Balyasny Asset Management
Illinois
$80.8M +$8.62M 8 0.56% Increased
217
Foresters Investment Management
Foresters Investment Management
New York
$79.8M -$3.33M 4 1.58% Reduced
218
Los Angeles Capital Management
Los Angeles Capital Management
California
$79.8M -$29.3M 10 0.43% Reduced
219
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$79.6M +$8.58M 1 0.94% Increased
220
SAM
Southernsun Asset Management
Tennessee
$79.4M -$4.79M 1 6.59% Reduced
221
Asset Management One
Asset Management One
Japan
$79.3M +$3.13M 6 0.38% Increased
222
Silvercrest Asset Management
Silvercrest Asset Management
New York
$79M -$17.6M 7 0.65% Reduced
223
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$78.9M -$8.6M 5 1.43% Reduced
224
Alyeska Investment Group
Alyeska Investment Group
Illinois
$78.4M -$36.3M 3 1.13% Reduced
225
AC
Alleghany Corporation
New York
$77.6M $0 1 4.44% Maintained