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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
301
Mar Vista Investment Partners
Mar Vista Investment Partners
California
$79.1M -$5.07M 1 3.79% Reduced
302
Daiwa Securities Group
Daiwa Securities Group
Japan
$79M -$16.7M 15 0.56% Reduced
303
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$78.3M -$5.76M 37 0.37% Reduced
304
L1 Capital
L1 Capital
Australia
$78.2M +$7.41M 1 6.66% Increased
305
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$78.2M -$65.4M 22 0.75% Reduced
306
Mirova US
Mirova US
Massachusetts
$78.2M +$33.5M 2 1.33% Increased
307
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$76.8M -$19M 20 0.78% Reduced
308
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$76.8M -$26M 4 0.57% Reduced
309
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$76.3M -$3.01M 37 0.58% Reduced
310
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$74.8M +$48.8M 15 0.75% Increased
311
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$74.5M +$15.7M 3 1.53% Increased
312
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$74M +$2.93M 31 0.1% Increased
313
Novo Holdings A/S
Novo Holdings A/S
Denmark
$73.9M $0 1 5.46% Maintained
314
KeyBank National Association
KeyBank National Association
Ohio
$72.4M -$2.22M 13 0.35% Reduced
315
Texas Permanent School Fund
Texas Permanent School Fund
Texas
$72.2M +$83.5K 17 0.7% Increased
316
Channing Capital Management
Channing Capital Management
Illinois
$72.2M +$16.5M 1 2.38% Increased
317
Group One Trading
Group One Trading
Illinois
$71.9M +$2.26M 44 0.24% Increased
318
Castle Hook Partners
Castle Hook Partners
New York
$71.8M +$59M 1 2.54% Increased
319
Eventide Asset Management
Eventide Asset Management
Massachusetts
$71.8M -$2.77M 2 1.29% Reduced
320
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$71.6M +$10.7M 9 0.71% Increased
321
Brown Advisory
Brown Advisory
Maryland
$71.5M +$4.03M 15 0.12% Increased
322
Recurrent Investment Advisors
Recurrent Investment Advisors
Texas
$71.1M -$199K 4 10.44% Reduced
323
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$70.5M -$970K 11 0.46% Reduced
324
Todd Asset Management
Todd Asset Management
Kentucky
$70.4M -$17.2M 3 1.67% Reduced
325
Twin Tree Management
Twin Tree Management
Texas
$69.9M +$27.5M 4 0.16% Increased