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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
Candriam SCA
Candriam SCA
Luxembourg
$159M -$63.2M 14 0.96% Reduced
202
Hood River Capital Management
Hood River Capital Management
Florida
$157M +$51.2M 2 3.25% Increased
203
APG Asset Management
APG Asset Management
Netherlands
$157M -$52.9M 5 0.28% Reduced
204
PWAM
Park West Asset Management
California
$153M +$28.7M 3 11.24% Increased
205
Royal London Asset Management
Royal London Asset Management
United Kingdom
$151M -$8.97M 7 0.39% Reduced
206
Cookson Peirce & Co
Cookson Peirce & Co
Pennsylvania
$150M -$4.47M 4 7.24% Reduced
207
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$148M +$1.72M 7 0.97% Increased
208
Verition Fund Management
Verition Fund Management
Connecticut
$147M +$39.3M 37 0.8% Increased
209
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$147M -$26.6M 38 0.27% Reduced
210
PointState Capital
PointState Capital
New York
$146M +$135M 1 3.17% New
211
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$144M +$22.5M 21 0.56% Increased
212
Huntington National Bank
Huntington National Bank
Ohio
$144M +$9.52M 36 1.11% Increased
213
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$141M +$12.6M 9 0.6% Increased
214
TPG GP A
TPG GP A
Texas
$140M +$149M 1 2.18% New
215
GC
Greenvale Capital
United Kingdom
$139M +$24.5M 1 8.75% Increased
216
Slate Path Capital
Slate Path Capital
New York
$139M +$92.8M 1 2.65% Increased
217
LMR Partners
LMR Partners
United Kingdom
$138M +$15.9M 8 1.16% Increased
218
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$137M -$9.1M 24 0.22% Reduced
219
Moore Capital Management
Moore Capital Management
New York
$136M +$93.9M 5 2.37% Increased
220
Lazard Asset Management
Lazard Asset Management
New York
$136M -$12.5M 29 0.17% Reduced
221
Alkeon Capital Management
Alkeon Capital Management
New York
$136M +$138M 2 0.22% New
222
SCM
SIR Capital Management
New York
$136M +$44.1M 14 13.48% Increased
223
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$136M -$14.1M 13 0.27% Reduced
224
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$135M +$19.5M 19 0.32% Increased
225
JC
Joho Capital
New York
$134M -$6.48M 2 18.94% Reduced