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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
BlackRock Group
BlackRock Group
United Kingdom
$976M -$27.8M 21 0.61% Reduced
27
Boston Partners
Boston Partners
Massachusetts
$965M +$266M 4 1.76% Increased
28
Geode Capital Management
Geode Capital Management
Massachusetts
$950M +$16.9M 38 0.64% Increased
29
Deutsche Bank
Deutsche Bank
Germany
$919M +$210M 40 0.65% Increased
30
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$837M +$76.4M 23 0.6% Increased
31
AllianceBernstein
AllianceBernstein
Tennessee
$828M +$32.6M 30 0.72% Increased
32
Capital World Investors
Capital World Investors
California
$806M +$273M 2 0.23% Increased
33
Davis Selected Advisers
Davis Selected Advisers
Arizona
$780M -$76.6M 3 2.15% Reduced
34
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$751M -$1.33B 1 0.71% Reduced
35
LSV Asset Management
LSV Asset Management
Illinois
$730M -$31.6M 8 1.7% Reduced
36
BlackRock Advisors
BlackRock Advisors
Delaware
$725M -$33.5M 31 0.71% Reduced
37
Allianz Asset Management
Allianz Asset Management
Germany
$661M +$61.2M 13 0.79% Increased
38
Viking Global Investors
Viking Global Investors
Connecticut
$644M -$195M 1 2.7% Reduced
39
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$590M -$42.9M 8 1.34% Reduced
40
HCM
Highfields Capital Management
Massachusetts
$581M +$99.9M 2 4.87% Increased
41
RP
RR Partners
New York
$564M +$11.9M 2 19.54% Increased
42
Pzena Investment Management
Pzena Investment Management
New York
$525M +$1.2M 2 3.01% Increased
43
BlackRock Investment Management
BlackRock Investment Management
Delaware
$520M +$35.5M 25 0.75% Increased
44
Adage Capital Partners
Adage Capital Partners
Massachusetts
$504M +$185M 7 1.38% Increased
45
Guggenheim Capital
Guggenheim Capital
Illinois
$495M -$5.28M 28 1.41% Reduced
46
Legal & General Group
Legal & General Group
United Kingdom
$494M -$10.9M 11 0.6% Reduced
47
Russell Frank Company
Russell Frank Company
Washington
$485M +$85.5M 20 0.85% Increased
48
Sculptor Capital
Sculptor Capital
New York
$475M +$71.4M 2 1.56% Increased
49
Prudential Financial
Prudential Financial
New Jersey
$475M +$37.5M 16 0.88% Increased
50
Credit Suisse
Credit Suisse
Switzerland
$473M +$1.06M 35 0.46% Increased