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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
26
Nuveen
Nuveen
North Carolina
$5.25B -$348M 51 1.25% Reduced
27
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust
Pennsylvania
$5.08B -$17.3M 61 1.12% Reduced
28
Peconic Partners
Peconic Partners
New York
$4.93B -$236M 2 61.28% Reduced
29
Amundi
Amundi
France
$4.8B -$566M 32 1.16% Reduced
30
Legal & General Group
Legal & General Group
United Kingdom
$4.59B -$90.5M 46 0.96% Reduced
31
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$4.38B +$11.7M 73 0.65% Increased
32
First Trust Advisors
First Trust Advisors
Illinois
$4.27B +$706M 36 2.51% Increased
33
AQR Capital Management
AQR Capital Management
Connecticut
$3.95B +$599M 42 1.38% Increased
34
Raymond James Financial
Raymond James Financial
Florida
$3.67B -$214M 44 0.99% Reduced
35
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$3.54B -$654M 11 1.12% Reduced
36
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
$3.47B $0 1 2.38% Maintained
37
Deutsche Bank
Deutsche Bank
Germany
$3.36B +$111M 47 0.98% Increased
38
Coatue Management
Coatue Management
New York
$3.3B -$44M 4 6.79% Reduced
39
Elliott Investment Management
Elliott Investment Management
Florida
$3.25B $0 1 14.36% Maintained
40
Capital Research Global Investors
Capital Research Global Investors
California
$3.13B -$24.6M 2 0.44% Reduced
41
Dodge & Cox
Dodge & Cox
California
$2.9B +$40.7M 3 1.52% Increased
42
American Securities
American Securities
New York
$2.82B -$321M 1 75.21% Reduced
43
Jupiter Topco
Jupiter Topco
New York
$2.79B +$2.49B 28 1.14% New
44
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$2.74B -$419M 20 1.22% Reduced
45
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$2.56B +$8.34M 62 0.89% Increased
46
Barclays
Barclays
United Kingdom
$2.55B -$267M 63 0.49% Reduced
47
D.E. Shaw & Co
D.E. Shaw & Co
New York
$2.51B +$256M 45 1.19% Increased
48
Citigroup
Citigroup
New York
$2.48B +$268M 65 0.82% Increased
49
Wellington Management Group
Wellington Management Group
Massachusetts
$2.45B -$847M 25 0.42% Reduced
50
Victory Capital Management
Victory Capital Management
Texas
$2.4B -$364M 30 1.34% Reduced