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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
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$969M +$121M 26 0.67% Increased
27
Goldman Sachs
Goldman Sachs
New York
$961M -$62.1M 36 0.3% Reduced
28
Acadian Asset Management
Acadian Asset Management
Massachusetts
$952M -$86.6M 10 4.63% Reduced
29
Deutsche Bank
Deutsche Bank
Germany
$946M +$29.8M 40 0.64% Increased
30
Geode Capital Management
Geode Capital Management
Massachusetts
$936M -$25.8M 37 0.61% Reduced
31
Barclays
Barclays
United Kingdom
$818M +$630M 36 0.86% Increased
32
BlackRock Advisors
BlackRock Advisors
Delaware
$802M +$55.3M 32 0.76% Increased
33
AllianceBernstein
AllianceBernstein
Tennessee
$752M -$66.4M 26 0.63% Reduced
34
LSV Asset Management
LSV Asset Management
Illinois
$731M +$10.6M 6 1.62% Increased
35
FTCM
Fir Tree Capital Management
New York
$662M +$219M 3 7.18% Increased
36
Davis Selected Advisers
Davis Selected Advisers
Arizona
$628M -$199M 3 1.87% Reduced
37
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$606M +$5.45M 9 1.38% Increased
38
Allianz Asset Management
Allianz Asset Management
Germany
$601M -$41.6M 17 0.75% Reduced
39
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$599M +$260M 4 0.55% Increased
40
HCM
Highfields Capital Management
Massachusetts
$596M -$36.8M 2 4.38% Reduced
41
Pzena Investment Management
Pzena Investment Management
New York
$577M +$2.76M 2 3.2% Increased
42
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$569M -$597M 4 0.83% Reduced
43
RP
RR Partners
New York
$560M +$1.4M 2 18.16% Increased
44
Guggenheim Capital
Guggenheim Capital
Illinois
$554M +$53.3M 26 1.4% Increased
45
Principal Financial Group
Principal Financial Group
Iowa
$536M +$104M 16 0.9% Increased
46
Credit Suisse
Credit Suisse
Switzerland
$530M +$44M 36 0.43% Increased
47
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$522M -$267M 1 0.49% Reduced
48
Bank of Montreal
Bank of Montreal
Ontario, Canada
$522M +$64M 36 0.58% Increased
49
BlackRock Investment Management
BlackRock Investment Management
Delaware
$521M -$2.33M 30 0.7% Reduced
50
Legal & General Group
Legal & General Group
United Kingdom
$494M -$10.3M 14 0.58% Reduced