← All themes

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
Goldman Sachs
Goldman Sachs
New York
$922M -$29.3M 32 0.3% Reduced
27
D.E. Shaw & Co
D.E. Shaw & Co
New York
$884M +$257M 23 1.21% Increased
28
Geode Capital Management
Geode Capital Management
Massachusetts
$884M +$50.9M 36 0.61% Increased
29
Davis Selected Advisers
Davis Selected Advisers
Arizona
$806M -$10.3M 3 1.97% Reduced
30
Viking Global Investors
Viking Global Investors
Connecticut
$803M +$323M 1 3.75% Increased
31
AllianceBernstein
AllianceBernstein
Tennessee
$757M +$1.24M 29 0.68% Increased
32
BlackRock Advisors
BlackRock Advisors
Delaware
$744M +$115M 29 0.71% Increased
33
LSV Asset Management
LSV Asset Management
Illinois
$739M -$15.8M 9 1.74% Reduced
34
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$729M +$32M 23 0.52% Increased
35
Boston Partners
Boston Partners
Massachusetts
$684M +$247M 4 1.4% Increased
36
Acadian Asset Management
Acadian Asset Management
Massachusetts
$673M +$37.3M 9 3.75% Increased
37
Deutsche Bank
Deutsche Bank
Germany
$672M -$328M 40 0.48% Reduced
38
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$612M -$88.3M 9 1.36% Reduced
39
Allianz Asset Management
Allianz Asset Management
Germany
$566M -$112M 14 0.72% Reduced
40
RP
RR Partners
New York
$537M -$12.7M 2 19.79% Reduced
41
Pzena Investment Management
Pzena Investment Management
New York
$530M -$9.49M 2 3.09% Reduced
42
Capital World Investors
Capital World Investors
California
$501M $0 2 0.14% Maintained
43
Legal & General Group
Legal & General Group
United Kingdom
$486M +$2.15M 11 0.59% Increased
44
HCM
Highfields Capital Management
Massachusetts
$467M +$250M 2 3.79% Increased
45
BlackRock Investment Management
BlackRock Investment Management
Delaware
$464M -$6.15M 23 0.69% Reduced
46
Guggenheim Capital
Guggenheim Capital
Illinois
$458M +$63.1M 25 1.39% Increased
47
Capital Research Global Investors
Capital Research Global Investors
California
$450M -$201M 4 0.17% Reduced
48
California Public Employees Retirement System
California Public Employees Retirement System
California
$449M +$87.7M 28 0.65% Increased
49
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$448M -$394M 4 0.42% Reduced
50
Credit Suisse
Credit Suisse
Switzerland
$444M -$55.9M 32 0.4% Reduced