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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
226
M
Mirova
France
$133M -$3.02M 11 15.93% Reduced
227
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$131M +$102M 30 1.01% Increased
228
Viking Global Investors
Viking Global Investors
Connecticut
$131M -$234M 1 0.38% Reduced
229
Carmignac Gestion
Carmignac Gestion
France
$129M -$53.6M 7 1.81% Reduced
230
Mariner
Mariner
Kansas
$127M +$14.3M 14 0.54% Increased
231
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$125M +$67.8M 11 0.18% Increased
232
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$124M +$41.3M 2 2.92% Increased
233
AGA
Altrinsic Global Advisors
Connecticut
$124M +$54M 1 3.95% Increased
234
AQR Capital Management
AQR Capital Management
Connecticut
$123M -$36.4M 28 0.22% Reduced
235
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$123M +$846K 3 1.34% Increased
236
SCA
Salient Capital Advisors
Texas
$123M +$51.2M 9 6.21% Increased
237
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$121M +$39M 50 1.15% Increased
238
Two Sigma Advisers
Two Sigma Advisers
New York
$121M -$37.6M 20 0.3% Reduced
239
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$121M -$3.49M 7 0.7% Reduced
240
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$118M +$28.8M 17 0.64% Increased
241
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$118M +$14.4M 23 0.11% Increased
242
Glenmede Trust
Glenmede Trust
Pennsylvania
$118M +$3.63M 17 0.56% Increased
243
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$118M +$21.5M 28 0.47% Increased
244
MVIP
Mar Vista Investment Partners
California
$118M -$24.8M 1 3.18% Reduced
245
Hood River Capital Management
Hood River Capital Management
Florida
$118M +$15M 4 3.52% Increased
246
NPIC
Neumeier Poma Investment Counsel
California
$117M +$3.01M 2 6.54% Increased
247
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$117M -$21.9M 8 0.84% Reduced
248
Private Management Group
Private Management Group
California
$117M -$3.07M 5 4.68% Reduced
249
Avalon Investment & Advisory
Avalon Investment & Advisory
Texas
$117M -$5.43M 4 2.88% Reduced
250
Twin Tree Management
Twin Tree Management
Texas
$117M +$8.86M 9 0.24% Increased