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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

Hydrogen & Fuel Cells Solar Wind

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
201	Fenimore Asset Management Cobleskill, New York	$102M	+$2.43M	1	3.1%	Increased
202	Mondrian Investment Partners London, United Kingdom	$101M	$0	2	2.66%	Maintained
203	AIG American International Group New York	$100M	+$7.43M	28	0.39%	Increased
204	KGA KPCB GGF Associates Menlo Park, California	$99.6M	+$86.7M	1	76.58%	New
205	Commonwealth Equity Services Waltham, Massachusetts	$99.3M	+$8.96M	27	0.38%	Increased
206	NPIC Neumeier Poma Investment Counsel Carmel, California	$99.2M	+$1.24M	2	7.6%	Increased
207	Voloridge Investment Management Jupiter, Florida	$98.6M	+$26.2M	14	1.92%	Increased
208	QS Investors New York	$98.2M	+$8.22M	14	0.98%	Increased
209	LPC Lion Point Capital New York	$97M	-$26.6M	1	9.01%	Reduced
210	Teacher Retirement System of Texas Austin, Texas	$96.8M	-$7.78M	5	0.76%	Reduced
211	Los Angeles Capital Management Los Angeles, California	$96.8M	+$12.3M	11	0.48%	Increased
212	Virginia Retirement Systems Richmond, Virginia	$96.1M	+$22.3M	11	1.04%	Increased
213	ROIC Route One Investment Company San Francisco, California	$95.6M	$0	1	2.7%	Maintained
214	EC EMS Capital New York	$94.3M	$0	1	7.66%	Maintained
215	Cincinnati Financial Corp Fairfield, Ohio	$94.2M	$0	2	3.07%	Maintained
216	Gotham Asset Management New York	$93.4M	+$50.8M	9	1.71%	Increased
217	Haverford Trust Company Radnor, Pennsylvania	$93.4M	+$423K	4	1.51%	Increased
218	Alyeska Investment Group Chicago, Illinois	$92.3M	+$14.6M	4	1.22%	Increased
219	State of Michigan Retirement System Lansing, Michigan	$89.1M	+$1.25M	7	0.74%	Increased
220	STRS Ohio Columbus, Ohio	$88.8M	+$6.36M	14	0.37%	Increased
221	Congress Asset Management Boston, Massachusetts	$88.6M	-$6.47M	3	1.08%	Reduced
222	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$88M	+$86.1M	6	0.38%	New
223	GACM Global Alpha Capital Management Montreal, Quebec, Canada	$87.7M	-$10.4M	2	13.01%	Reduced
224	Comerica Bank Dallas, Texas	$86.3M	-$4.76M	20	0.65%	Reduced
225	Fuller & Thaler Asset Management San Mateo, California	$86.2M	+$215K	4	0.96%	Increased