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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
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$151M -$5.3M 6 1.4% Reduced
202
Merewether Investment Management
Merewether Investment Management
Texas
$151M +$32.2M 7 16.05% Increased
203
Energy Income Partners
Energy Income Partners
Connecticut
$151M +$21.4M 5 3.55% Increased
204
Holocene Advisors
Holocene Advisors
New York
$150M +$85.6M 9 0.78% Increased
205
Trillium Asset Management
Trillium Asset Management
Massachusetts
$150M +$11.3M 9 3.51% Increased
206
Summit Partners Public Asset Management
Summit Partners Public Asset Management
Massachusetts
$149M +$5.42M 5 5.69% Increased
207
Van Berkom & Associates
Van Berkom & Associates
Quebec, Canada
$148M -$5.63M 2 4.36% Reduced
208
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$147M +$11.7M 9 1.06% Increased
209
Artemis Investment Management
Artemis Investment Management
United Kingdom
$147M +$26.4M 3 1.07% Increased
210
Personal Capital Advisors
Personal Capital Advisors
California
$147M -$5.04M 8 0.67% Reduced
211
Fenimore Asset Management
Fenimore Asset Management
New York
$145M +$288K 1 3.22% Increased
212
Ancora Advisors
Ancora Advisors
Ohio
$145M +$4.68M 19 3.43% Increased
213
ORIO
Old Republic International (ORI)
Illinois
$145M $0 3 2.75% Maintained
214
Artisan Partners
Artisan Partners
Wisconsin
$144M -$27.3M 4 0.17% Reduced
215
M&G Investment Management
M&G Investment Management
United Kingdom
$144M -$38.8M 5 0.37% Reduced
216
Close Asset Management
Close Asset Management
United Kingdom
$143M +$3.3M 5 5.09% Increased
217
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$140M -$163M 2 1.52% Reduced
218
Channing Capital Management
Channing Capital Management
Illinois
$140M +$39.5M 3 3.95% Increased
219
SEI Investments
SEI Investments
Pennsylvania
$138M +$4.26M 33 0.26% Increased
220
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$138M -$2.24M 20 0.46% Reduced
221
Alyeska Investment Group
Alyeska Investment Group
Illinois
$137M +$37.3M 7 1.58% Increased
222
AIG
American International Group
New York
$137M -$21.6M 40 0.69% Reduced
223
SCC
Spring Creek Capital
Kansas
$137M -$59.1M 4 5.2% Reduced
224
Optiver Holding
Optiver Holding
Netherlands
$136M +$79.1M 18 0.12% Increased
225
SCM
Suvretta Capital Management
New York
$133M -$46.7M 1 2.58% Reduced