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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
US Bancorp
US Bancorp
Minnesota
$147M +$2.27M 52 0.22% Increased
202
Royal London Asset Management
Royal London Asset Management
United Kingdom
$146M +$5.21M 7 0.42% Increased
203
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$146M +$80.6M 3 2.31% Increased
204
LMR Partners
LMR Partners
United Kingdom
$146M +$34.8M 10 1.67% Increased
205
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$145M +$21.3M 24 0.47% Increased
206
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$144M -$7.93M 5 0.99% Reduced
207
Davenport & Co
Davenport & Co
Virginia
$141M +$6.42M 14 0.96% Increased
208
William Blair Investment Management
William Blair Investment Management
Illinois
$139M -$27.5M 5 0.41% Reduced
209
GW&K Investment Management
GW&K Investment Management
Massachusetts
$135M -$10.2M 13 1.26% Reduced
210
AGA
Altrinsic Global Advisors
Connecticut
$135M -$6.32M 1 5.73% Reduced
211
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$133M -$366K 25 0.19% Reduced
212
Scout Investments
Scout Investments
Missouri
$133M -$108M 3 3.31% Reduced
213
Coatue Management
Coatue Management
New York
$133M -$11.6M 4 0.56% Reduced
214
Hood River Capital Management
Hood River Capital Management
Florida
$132M +$23.9M 3 3.63% Increased
215
Energy Income Partners
Energy Income Partners
Connecticut
$131M -$14.7M 4 2.82% Reduced
216
Chevy Chase Trust
Chevy Chase Trust
Maryland
$131M -$6.19M 6 0.47% Reduced
217
Axa
Axa
France
$129M -$52.7M 13 0.42% Reduced
218
ROIC
Route One Investment Company
California
$129M -$15.7M 1 2.61% Reduced
219
AustralianSuper
AustralianSuper
Australia
$127M +$36.1M 3 0.76% Increased
220
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$127M +$73.3M 2 2.19% Increased
221
CIBC World Markets
CIBC World Markets
New York
$125M +$87.9M 7 0.68% Increased
222
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$124M -$13.8M 21 0.72% Reduced
223
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$124M +$65.9K 20 0.49% Increased
224
PGGM Investments
PGGM Investments
Netherlands
$123M +$8.55M 6 1.88% Increased
225
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$123M -$36.6M 14 0.3% Reduced