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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
Bank of Montreal
Bank of Montreal
Ontario, Canada
$847M +$216M 35 0.89% Increased
27
LSV Asset Management
LSV Asset Management
Illinois
$763M -$129M 8 1.4% Reduced
28
BlackRock Advisors
BlackRock Advisors
Delaware
$713M +$138M 38 0.72% Increased
29
Principal Financial Group
Principal Financial Group
Iowa
$712M +$74.2M 18 0.9% Increased
30
Deutsche Bank
Deutsche Bank
Germany
$636M -$219M 39 0.51% Reduced
31
Boston Partners
Boston Partners
Massachusetts
$633M -$63.8M 6 0.83% Reduced
32
AL
AJO LP
Pennsylvania
$622M -$10.7M 5 2.55% Reduced
33
AQR Capital Management
AQR Capital Management
Connecticut
$611M -$61M 21 0.84% Reduced
34
Charles Schwab
Charles Schwab
California
$602M +$14.9M 28 0.66% Increased
35
Legal & General Group
Legal & General Group
United Kingdom
$592M -$7.03M 30 0.55% Reduced
36
Pershing Square Capital Management
Pershing Square Capital Management
New York
$557M -$67.2M 1 9.41% Reduced
37
AIG
American International Group
New York
$552M +$444M 25 2.13% Increased
38
BlackRock Investment Management
BlackRock Investment Management
Delaware
$528M +$22M 33 0.61% Increased
39
APG Asset Management
APG Asset Management
Netherlands
$520M -$57.6M 3 0.98% Reduced
40
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$513M -$12.8M 25 0.71% Reduced
41
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$499M +$3.59M 29 0.37% Increased
42
Nomura Holdings
Nomura Holdings
Japan
$498M +$54.2M 11 1.27% Increased
43
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$493M +$13.7M 48 0.27% Increased
44
Prudential Financial
Prudential Financial
New Jersey
$483M -$90.9M 17 0.78% Reduced
45
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$472M -$210M 7 0.4% Reduced
46
D.E. Shaw & Co
D.E. Shaw & Co
New York
$435M -$35.7M 23 0.74% Reduced
47
Renaissance Technologies
Renaissance Technologies
New York
$424M +$92M 26 0.67% Increased
48
Neuberger Berman Group
Neuberger Berman Group
New York
$415M -$41.3M 14 0.56% Reduced
49
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$408M +$241M 41 0.21% Increased
50
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$396M +$55M 34 0.45% Increased