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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
Primecap Management
Primecap Management
California
$167M -$29.4M 5 0.14% Reduced
202
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$167M -$8.61M 11 1.55% Reduced
203
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$166M +$16.7M 27 0.25% Increased
204
Granahan Investment Management
Granahan Investment Management
Massachusetts
$166M -$4.19M 7 5.1% Reduced
205
Aviva
Aviva
United Kingdom
$162M -$86.7M 12 0.66% Reduced
206
LMR Partners
LMR Partners
United Kingdom
$158M +$68.8M 14 1.76% Increased
207
SI
Standard Investments
New York
$157M -$34.6M 2 8.03% Reduced
208
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$156M -$50M 28 1.27% Reduced
209
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$152M -$30M 11 0.4% Reduced
210
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$150M -$11.8M 11 0.67% Reduced
211
Trillium Asset Management
Trillium Asset Management
Massachusetts
$149M +$135K 8 4.19% Increased
212
SM
Senvest Management
New York
$149M +$57.7M 1 4.89% Increased
213
Generation Investment Management
Generation Investment Management
United Kingdom
$149M +$107M 1 0.72% New
214
ECP ControlCo
ECP ControlCo
New Jersey
$148M +$7.45M 4 29.84% Increased
215
Nomura Asset Management
Nomura Asset Management
Japan
$147M +$21.6M 20 0.68% Increased
216
Moore Capital Management
Moore Capital Management
New York
$147M +$389K 11 2.52% Increased
217
AGA
Altrinsic Global Advisors
Connecticut
$145M -$2.47M 1 5.57% Reduced
218
Davenport & Co
Davenport & Co
Virginia
$145M -$1.29M 9 1.06% Reduced
219
JC
Joho Capital
New York
$143M +$16.4M 5 28.82% Increased
220
Ancora Advisors
Ancora Advisors
Ohio
$143M -$824K 16 3.75% Reduced
221
US Bancorp
US Bancorp
Minnesota
$142M -$3.36M 54 0.23% Reduced
222
Fenimore Asset Management
Fenimore Asset Management
New York
$141M -$296K 1 3.52% Reduced
223
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$140M +$83.3M 26 0.49% Increased
224
Fred Alger Management
Fred Alger Management
New York
$140M -$6.82M 7 0.72% Reduced
225
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$140M -$178K 3 3.33% Reduced