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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

Hydrogen & Fuel Cells Solar Wind
# Name Holding Trade Value Theme
Stocks 		% of
Portfolio 		Status
226
Chevy Chase Trust
Chevy Chase Trust
Maryland
$138M -$2.61M 7 0.52% Reduced
227
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$138M -$24.8M 3 2.24% Reduced
228
CCM
Cinctive Capital Management
New York
$138M +$16M 10 4.62% Increased
229
Eagle Asset Management
Eagle Asset Management
Florida
$137M +$34.5M 8 0.76% Increased
230
Merewether Investment Management
Merewether Investment Management
Texas
$137M -$25.2M 5 9.92% Reduced
231
Summit Partners Public Asset Management
Summit Partners Public Asset Management
Massachusetts
$136M -$54.4M 5 5.03% Reduced
232
Select Equity Group
Select Equity Group
New York
$136M +$121M 1 0.51% New
233
M&G Investment Management
M&G Investment Management
United Kingdom
$135M -$22.7M 5 0.54% Reduced
234
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$133M -$12.5M 20 0.54% Reduced
235
CET
Clean Energy Transition
United Kingdom
$133M -$190M 4 18.21% Reduced
236
Driehaus Capital Management
Driehaus Capital Management
Illinois
$132M +$48.8M 6 1.67% Increased
237
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$132M -$17.3M 5 0.95% Reduced
238
GW&K Investment Management
GW&K Investment Management
Massachusetts
$131M -$14.4M 13 1.24% Reduced
239
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$131M -$299K 28 0.62% Reduced
240
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$130M +$1.23M 3 1.47% Increased
241
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$129M +$12.8M 8 1.07% Increased
242
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$127M -$5.15M 6 0.34% Reduced
243
Voloridge Investment Management
Voloridge Investment Management
Florida
$127M -$79.3M 13 0.6% Reduced
244
AIG
American International Group
New York
$127M -$1.59M 42 0.78% Reduced
245
Royal London Asset Management
Royal London Asset Management
United Kingdom
$127M +$24.8M 8 0.41% Increased
246
SCM
SIR Capital Management
New York
$124M +$22.8M 8 13.62% Increased
247
Van Berkom & Associates
Van Berkom & Associates
Quebec, Canada
$124M -$7.26M 2 4.51% Reduced
248
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$124M +$17.3K 11 0.65% Increased
249
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$123M -$54.5M 7 0.62% Reduced
250
ROIC
Route One Investment Company
California
$122M $0 1 4.31% Maintained
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