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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
Sachem Head Capital Management
Sachem Head Capital Management
New York
$134M -$87.3M 1 6.65% Reduced
227
Castle Hook Partners
Castle Hook Partners
New York
$129M +$120M 1 3.05% New
228
GGHC
Gilder Gagnon Howe & Co
New York
$129M +$4.28M 4 1.62% Increased
229
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$129M +$1.59M 36 0.3% Increased
230
AGA
Altrinsic Global Advisors
Connecticut
$128M -$1.17M 1 5.73% Reduced
231
Guinness Asset Management
Guinness Asset Management
United Kingdom
$128M -$29.6M 8 2.65% Reduced
232
Energy Income Partners
Energy Income Partners
Connecticut
$128M +$5.77M 4 2.85% Increased
233
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$128M +$15M 21 0.47% Increased
234
SG Americas Securities
SG Americas Securities
New York
$128M -$42.4M 42 0.74% Reduced
235
AAM
ACK Asset Management
Connecticut
$127M +$21M 2 15.62% Increased
236
Man Group
Man Group
United Kingdom
$126M +$6.14M 22 0.32% Increased
237
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$124M -$48.4M 17 0.54% Reduced
238
Waverton Investment Management
Waverton Investment Management
United Kingdom
$124M +$102M 2 2.33% Increased
239
CF
Corebridge Financial
Texas
$123M +$126M 40 0.68% New
240
Meitav Investment House
Meitav Investment House
Israel
$122M +$4.79M 5 2.18% Increased
241
Asset Management One
Asset Management One
Japan
$122M +$9.15M 12 0.47% Increased
242
Danske Bank
Danske Bank
Denmark
$122M -$5.06M 14 0.45% Reduced
243
Cerity Partners
Cerity Partners
New York
$121M -$16.3M 28 0.32% Reduced
244
KBC Group
KBC Group
Belgium
$121M -$40.9M 27 0.37% Reduced
245
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$120M -$28.8M 8 0.73% Reduced
246
Scharf Investments
Scharf Investments
California
$119M +$25.2M 1 3.38% Increased
247
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
$118M $0 2 2.55% Maintained
248
EQF
Evergreen Quality Fund
Cayman Islands
$117M +$108M 1 4.83% New
249
1832 Asset Management
1832 Asset Management
Ontario, Canada
$116M -$11.8M 12 0.09% Reduced
250
Trillium Asset Management
Trillium Asset Management
Massachusetts
$114M -$16.3M 11 2.88% Reduced