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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
GC
Greenvale Capital
United Kingdom
$144M +$44.6M 2 17.4% Increased
202
Van Berkom & Associates
Van Berkom & Associates
Quebec, Canada
$143M +$4.34M 2 4.33% Increased
203
Natixis
Natixis
France
$141M +$38.2M 17 0.49% Increased
204
ORIO
Old Republic International (ORI)
Illinois
$140M $0 3 2.93% Maintained
205
Cincinnati Insurance
Cincinnati Insurance
Ohio
$140M $0 2 2.85% Maintained
206
Natixis Advisors
Natixis Advisors
Massachusetts
$140M -$28.3M 14 0.57% Reduced
207
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$140M +$1.93M 9 1.05% Increased
208
Personal Capital Advisors
Personal Capital Advisors
California
$139M +$25.6M 9 0.7% Increased
209
GACM
Global Alpha Capital Management
Quebec, Canada
$139M +$28.7M 2 15.42% Increased
210
Summit Partners Public Asset Management
Summit Partners Public Asset Management
Massachusetts
$139M +$36.8M 4 4.35% Increased
211
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$137M +$3.7M 3 1.95% Increased
212
AM
Ares Management
California
$135M +$145M 1 4.49% New
213
Ancora Advisors
Ancora Advisors
Ohio
$132M +$87.2M 19 3.41% Increased
214
AC
Alleghany Corporation
New York
$132M $0 1 4.06% Maintained
215
SEI Investments
SEI Investments
Pennsylvania
$131M -$1.57M 34 0.28% Reduced
216
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$131M -$1.53M 11 1.01% Reduced
217
Avalon Investment & Advisory
Avalon Investment & Advisory
Texas
$131M +$240K 4 3.03% Increased
218
ROIC
Route One Investment Company
California
$130M $0 1 3.36% Maintained
219
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$130M +$1.1M 20 0.46% Increased
220
Verition Fund Management
Verition Fund Management
Connecticut
$129M +$105M 21 1.12% Increased
221
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$128M +$30.2M 18 0.41% Increased
222
Energy Income Partners
Energy Income Partners
Connecticut
$127M +$20.9M 3 3.17% Increased
223
Artemis Investment Management
Artemis Investment Management
United Kingdom
$127M +$21.6M 3 1% Increased
224
Merewether Investment Management
Merewether Investment Management
Texas
$126M +$2.29M 7 17.79% Increased
225
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$123M +$85M 8 0.83% Increased