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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
Cerity Partners
Cerity Partners
New York
$183M +$51.1M 25 0.41% Increased
202
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$182M +$49.2M 3 0.87% Increased
203
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$182M -$39.6M 3 0.46% Reduced
204
Jennison Associates
Jennison Associates
New York
$181M -$46.1M 12 0.11% Reduced
205
EARNEST Partners
EARNEST Partners
Georgia
$180M +$7.37M 2 0.79% Increased
206
CIBC World Markets
CIBC World Markets
New York
$177M +$104M 9 1.28% Increased
207
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$176M -$4.13M 23 0.49% Reduced
208
Chevy Chase Trust
Chevy Chase Trust
Maryland
$174M -$3.64M 7 0.53% Reduced
209
GGHC
Gilder Gagnon Howe & Co
New York
$168M +$14M 4 2.01% Increased
210
US Bancorp
US Bancorp
Minnesota
$167M -$232K 49 0.21% Reduced
211
TD Asset Management
TD Asset Management
Ontario, Canada
$164M -$10.9M 11 0.14% Reduced
212
Scharf Investments
Scharf Investments
California
$163M +$24.2M 1 4.49% Increased
213
GC
Greenvale Capital
United Kingdom
$162M -$49.2M 1 9.27% Reduced
214
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$162M +$13.9M 37 0.29% Increased
215
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$160M +$8.74M 22 0.34% Increased
216
Royal London Asset Management
Royal London Asset Management
United Kingdom
$160M +$5.66M 7 0.39% Increased
217
TCIM
TOMS Capital Investment Management
New York
$160M +$105M 1 5.95% Increased
218
Candriam SCA
Candriam SCA
Luxembourg
$159M -$15.5M 12 0.91% Reduced
219
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$155M -$161K 9 0.62% Reduced
220
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$154M +$35.4M 5 0.31% Increased
221
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$152M -$4.76M 3 2.31% Reduced
222
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$152M -$468K 10 0.27% Reduced
223
Credit Agricole
Credit Agricole
France
$152M +$54.9M 20 0.65% Increased
224
Meitav Investment House
Meitav Investment House
Israel
$149M +$19.5M 6 2.5% Increased
225
1832 Asset Management
1832 Asset Management
Ontario, Canada
$149M +$38.4M 8 0.11% Increased