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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
LSV Asset Management
LSV Asset Management
Illinois
$752M -$1.96M 9 1.48% Reduced
27
Viking Global Investors
Viking Global Investors
Connecticut
$725M -$318M 1 3.13% Reduced
28
ING Group
ING Group
Netherlands
$693M +$1.84M 3 8.36% Increased
29
Boston Partners
Boston Partners
Massachusetts
$653M -$270M 6 0.91% Reduced
30
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$642M -$185M 7 0.54% Reduced
31
Pershing Square Capital Management
Pershing Square Capital Management
New York
$605M -$536M 1 11.18% Reduced
32
Principal Financial Group
Principal Financial Group
Iowa
$583M +$94.5M 15 0.77% Increased
33
AQR Capital Management
AQR Capital Management
Connecticut
$577M -$6.13M 19 0.88% Reduced
34
Bank of Montreal
Bank of Montreal
Ontario, Canada
$575M -$11M 36 0.63% Reduced
35
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$572M -$154M 14 1.87% Reduced
36
Legal & General Group
Legal & General Group
United Kingdom
$537M +$19.7M 25 0.54% Increased
37
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$532M -$594M 21 0.11% Reduced
38
Prudential Financial
Prudential Financial
New Jersey
$517M -$78.3M 18 0.85% Reduced
39
Charles Schwab
Charles Schwab
California
$514M +$28.9M 27 0.6% Increased
40
APG Asset Management
APG Asset Management
Netherlands
$512M +$127M 4 0.9% Increased
41
BlackRock Advisors
BlackRock Advisors
Delaware
$506M -$42.9M 37 0.52% Reduced
42
AL
AJO LP
Pennsylvania
$503M +$102M 5 2.15% Increased
43
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$469M +$24.7M 26 0.7% Increased
44
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$453M +$48.4M 29 0.28% Increased
45
BlackRock Investment Management
BlackRock Investment Management
Delaware
$445M -$40.7M 32 0.55% Reduced
46
D.E. Shaw & Co
D.E. Shaw & Co
New York
$441M +$27.1M 20 0.78% Increased
47
Neuberger Berman Group
Neuberger Berman Group
New York
$440M +$25.6M 12 0.6% Increased
48
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$432M +$26.9M 48 0.24% Increased
49
Sculptor Capital
Sculptor Capital
New York
$431M +$91.5M 3 2.46% Increased
50
Nomura Holdings
Nomura Holdings
Japan
$422M +$232M 5 1.18% Increased