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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
Deutsche Bank
Deutsche Bank
Germany
$916M -$12.7M 37 0.71% Reduced
27
Geode Capital Management
Geode Capital Management
Massachusetts
$883M -$29.4M 42 0.54% Reduced
28
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$867M -$140M 5 1.42% Reduced
29
Boston Partners
Boston Partners
Massachusetts
$804M +$32.7M 6 1.22% Increased
30
LSV Asset Management
LSV Asset Management
Illinois
$803M -$35.6M 7 1.8% Reduced
31
Viking Global Investors
Viking Global Investors
Connecticut
$755M +$1.58M 1 2.89% Increased
32
AllianceBernstein
AllianceBernstein
Tennessee
$746M +$111M 21 0.64% Increased
33
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$734M +$277M 16 0.16% Increased
34
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$678M -$251M 6 0.61% Reduced
35
Allianz Asset Management
Allianz Asset Management
Germany
$646M -$127M 10 0.77% Reduced
36
Principal Financial Group
Principal Financial Group
Iowa
$588M +$51.7M 15 0.92% Increased
37
AQR Capital Management
AQR Capital Management
Connecticut
$560M -$154M 17 1.12% Reduced
38
Sculptor Capital
Sculptor Capital
New York
$547M -$204M 1 1.91% Reduced
39
BlackRock Investment Management
BlackRock Investment Management
Delaware
$518M +$22.5M 32 0.7% Increased
40
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$486M -$59.8M 27 0.38% Reduced
41
IAM
Iridian Asset Management
Connecticut
$485M +$75.8M 2 4.1% Increased
42
Legal & General Group
Legal & General Group
United Kingdom
$478M +$6.72M 26 0.58% Increased
43
Charles Schwab
Charles Schwab
California
$477M -$29.6M 27 0.7% Reduced
44
Bank of Montreal
Bank of Montreal
Ontario, Canada
$474M -$3.15M 34 0.65% Reduced
45
BlackRock Advisors
BlackRock Advisors
Delaware
$454M -$106M 35 0.49% Reduced
46
Millennium Management
Millennium Management
New York
$445M +$276M 30 0.86% Increased
47
Credit Suisse
Credit Suisse
Switzerland
$422M -$32.6M 36 0.51% Reduced
48
Prudential Financial
Prudential Financial
New Jersey
$406M -$48.5M 18 0.8% Reduced
49
Citadel Advisors
Citadel Advisors
Florida
$399M -$121M 35 0.38% Reduced
50
APG Asset Management
APG Asset Management
Netherlands
$392M -$101M 4 0.9% Reduced