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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
251
CET
Clean Energy Transition
United Kingdom
$115M +$126M 2 13.33% New
252
John W. Bristol & Co
John W. Bristol & Co
New York
$115M -$498K 2 1.98% Reduced
253
Eventide Asset Management
Eventide Asset Management
Massachusetts
$114M +$18.4M 3 1.46% Increased
254
ACM
Atlanta Capital Management
Georgia
$114M +$824K 1 0.39% Increased
255
Eagle Asset Management
Eagle Asset Management
Florida
$113M -$3.85M 7 0.5% Reduced
256
Chevy Chase Trust
Chevy Chase Trust
Maryland
$113M +$7.75M 6 0.36% Increased
257
Rafferty Asset Management
Rafferty Asset Management
New York
$113M +$25.1M 19 0.59% Increased
258
Nomura Asset Management
Nomura Asset Management
Japan
$112M +$12.8M 11 0.56% Increased
259
US Bancorp
US Bancorp
Minnesota
$111M +$5.45M 52 0.17% Increased
260
ROIC
Route One Investment Company
California
$110M -$885K 1 2.44% Reduced
261
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$109M -$4.56M 13 0.23% Reduced
262
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$109M -$1.59M 26 0.44% Reduced
263
Nomura Holdings
Nomura Holdings
Japan
$108M +$36.2M 29 0.27% Increased
264
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$108M -$2.21M 39 0.48% Reduced
265
GW&K Investment Management
GW&K Investment Management
Massachusetts
$106M +$7.55M 3 0.89% Increased
266
Guggenheim Capital
Guggenheim Capital
Illinois
$106M -$1.49M 23 0.55% Reduced
267
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$104M -$21.3M 26 0.95% Reduced
268
Daiwa Securities Group
Daiwa Securities Group
Japan
$104M +$16M 18 0.61% Increased
269
SG Americas Securities
SG Americas Securities
New York
$104M -$10.9M 42 0.57% Reduced
270
Primecap Management
Primecap Management
California
$103M -$1.54M 3 0.07% Reduced
271
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$102M -$2.39M 30 1.06% Reduced
272
TD Asset Management
TD Asset Management
Ontario, Canada
$102M +$8.9M 14 0.09% Increased
273
Asset Management One
Asset Management One
Japan
$101M -$507K 12 0.35% Reduced
274
Pinnacle Associates
Pinnacle Associates
New York
$97.7M +$1.6M 9 1.69% Increased
275
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
$96.5M $0 2 2.02% Maintained