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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
Findlay Park Partners
Findlay Park Partners
United Kingdom
$146M -$2.74M 1 1.59% Reduced
227
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$144M +$282K 28 0.79% Increased
228
US Bancorp
US Bancorp
Minnesota
$144M +$6.21M 52 0.25% Increased
229
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$144M -$114M 21 0.52% Reduced
230
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$140M +$11.6M 3 4.72% Increased
231
TC
Tairen Capital
Hong Kong
$139M -$137M 4 16.25% Reduced
232
Kayne Anderson Capital Advisors
Kayne Anderson Capital Advisors
California
$138M +$1.35M 7 4.04% Increased
233
ECP ControlCo
ECP ControlCo
New Jersey
$138M -$10.4M 2 27.88% Reduced
234
Ancora Advisors
Ancora Advisors
Ohio
$136M +$2.32M 17 3.92% Increased
235
LA
Legacy Advisors
Pennsylvania
$136M -$19.7M 2 24.85% Reduced
236
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$136M -$17.8M 24 1.97% Reduced
237
AIG
American International Group
New York
$134M -$17.1M 42 0.94% Reduced
238
SI
Standard Investments
New York
$133M -$75.3M 1 6.91% Reduced
239
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$132M +$950K 3 1.63% Increased
240
DSM Capital Partners
DSM Capital Partners
Florida
$132M +$95.8M 1 2.2% Increased
241
Avalon Investment & Advisory
Avalon Investment & Advisory
Texas
$130M +$12.7M 5 3.71% Increased
242
Eagle Asset Management
Eagle Asset Management
Florida
$130M -$17.2M 7 0.8% Reduced
243
Huntington National Bank
Huntington National Bank
Ohio
$129M +$4.04M 23 1.34% Increased
244
Nomura Asset Management
Nomura Asset Management
Japan
$129M +$7.43M 16 0.75% Increased
245
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$127M +$4.05M 12 0.77% Increased
246
HA
HHLR Advisors
Cayman Islands
$126M -$15.9M 5 2.66% Reduced
247
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$125M -$7.04M 8 0.98% Reduced
248
Guggenheim Capital
Guggenheim Capital
Illinois
$124M +$4.56M 23 1.09% Increased
249
GW&K Investment Management
GW&K Investment Management
Massachusetts
$123M +$12.5M 6 1.25% Increased
250
STRS Ohio
STRS Ohio
Ohio
$123M +$2.96M 23 0.56% Increased