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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
Comerica Bank
Comerica Bank
Texas
$89.4M +$4.71M 23 0.69% Increased
202
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$89.3M -$75.6M 34 0.16% Reduced
203
ALPS Advisors
ALPS Advisors
Colorado
$85.2M +$8.67M 16 1.14% Increased
204
Two Sigma Investments
Two Sigma Investments
New York
$84.6M -$37.4M 24 0.42% Reduced
205
Silvercrest Asset Management
Silvercrest Asset Management
New York
$84M -$957K 7 0.75% Reduced
206
LPC
Lion Point Capital
New York
$82.6M $0 1 20.03% Maintained
207
PWAM
Park West Asset Management
California
$80.9M +$23.5M 1 4.01% Increased
208
STRS Ohio
STRS Ohio
Ohio
$79.9M +$4.79M 18 0.35% Increased
209
Trillium Asset Management
Trillium Asset Management
Massachusetts
$79.9M +$4.24M 7 3.42% Increased
210
Kayne Anderson Capital Advisors
Kayne Anderson Capital Advisors
California
$79.5M +$49M 2 3.02% Increased
211
LCG
Luxor Capital Group
New York
$79.3M +$42.4M 3 2.03% New
212
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$78M +$13.5M 5 1.46% Increased
213
TD Asset Management
TD Asset Management
Ontario, Canada
$77.2M +$7.39M 7 0.11% Increased
214
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$77M +$401K 17 0.44% Increased
215
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$74.3M +$1.55M 2 1.26% Increased
216
Panagora Asset Management
Panagora Asset Management
Massachusetts
$72.5M +$9.85M 22 0.46% Increased
217
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$70.8M +$4.68M 3 2.54% Increased
218
Candriam SCA
Candriam SCA
Luxembourg
$70.8M +$26.6M 11 0.75% Increased
219
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
$69.8M $0 2 2.34% Maintained
220
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$69.8M -$29M 31 0.6% Reduced
221
Maverick Capital
Maverick Capital
Texas
$69.7M +$56.5M 4 1.47% Increased
222
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$68.4M +$10.3M 7 1.04% Increased
223
MIM
Monashee Investment Management
Massachusetts
$67.5M +$32.1M 1 10.1% New
224
Natixis
Natixis
France
$67.4M +$56.4M 5 0.52% Increased
225
Capital Research Global Investors
Capital Research Global Investors
California
$67.4M -$19.1M 1 0.02% Reduced