← 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
Norges Bank
Norges Bank
Norway
$980M -$984M 20 0.53% Reduced
27
Geode Capital Management
Geode Capital Management
Massachusetts
$901M -$16.9M 39 0.58% Reduced
28
Deutsche Bank
Deutsche Bank
Germany
$892M -$7.31M 42 0.55% Reduced
29
Goldman Sachs
Goldman Sachs
New York
$866M -$33.7M 41 0.28% Reduced
30
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$852M -$84.6M 27 0.61% Reduced
31
BlackRock Advisors
BlackRock Advisors
Delaware
$805M +$30.3M 33 0.8% Increased
32
LSV Asset Management
LSV Asset Management
Illinois
$732M +$25.1M 7 1.6% Increased
33
FTCM
Fir Tree Capital Management
New York
$714M +$107M 3 8.02% Increased
34
Allianz Asset Management
Allianz Asset Management
Germany
$705M +$106M 17 0.85% Increased
35
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$697M +$129M 4 0.96% Increased
36
Sculptor Capital
Sculptor Capital
New York
$627M +$158M 2 1.81% Increased
37
Credit Suisse
Credit Suisse
Switzerland
$583M +$69.8M 35 0.48% Increased
38
HSBC Holdings
HSBC Holdings
United Kingdom
$575M +$97.1M 9 1.2% Increased
39
Guggenheim Capital
Guggenheim Capital
Illinois
$570M +$33.8M 23 1.37% Increased
40
HCM
Highfields Capital Management
Massachusetts
$538M -$53.5M 2 4.19% Reduced
41
Bank of Montreal
Bank of Montreal
Ontario, Canada
$536M +$85M 31 0.61% Increased
42
RP
RR Partners
New York
$533M -$8.65M 2 17.86% Reduced
43
Acadian Asset Management
Acadian Asset Management
Massachusetts
$531M -$371M 10 2.56% Reduced
44
Principal Financial Group
Principal Financial Group
Iowa
$530M -$10M 16 0.9% Reduced
45
AQR Capital Management
AQR Capital Management
Connecticut
$526M +$111M 24 1.45% Increased
46
Adage Capital Partners
Adage Capital Partners
Massachusetts
$526M +$108M 7 1.3% Increased
47
Pzena Investment Management
Pzena Investment Management
New York
$521M +$44.1M 2 2.85% Increased
48
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$512M +$185M 34 0.2% Increased
49
BlackRock Investment Management
BlackRock Investment Management
Delaware
$510M +$14M 31 0.71% Increased
50
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$504M -$24.4M 1 0.47% Reduced