← 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
LSV Asset Management
LSV Asset Management
Illinois
$713M -$56M 7 1.27% Reduced
27
Charles Schwab
Charles Schwab
California
$650M +$34M 29 0.61% Increased
28
Deutsche Bank
Deutsche Bank
Germany
$647M +$55.3M 44 0.46% Increased
29
Legal & General Group
Legal & General Group
United Kingdom
$595M +$1.72M 28 0.48% Increased
30
OppenheimerFunds
OppenheimerFunds
New York
$595M +$22M 15 0.73% Increased
31
Janus Henderson Group
Janus Henderson Group
$561M +$536M 6 0.38% Increased
32
AIG
American International Group
New York
$555M -$43.2K 25 1.98% Reduced
33
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$552M +$24.2M 28 0.39% Increased
34
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$512M +$89.8M 29 0.61% Increased
35
APG Asset Management
APG Asset Management
Netherlands
$497M -$3.05M 3 0.9% Reduced
36
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$496M +$13.1M 52 0.26% Increased
37
UBS Group
UBS Group
Switzerland
$490M +$77.2M 57 0.25% Increased
38
AL
AJO LP
Pennsylvania
$443M -$87M 8 1.89% Reduced
39
Neuberger Berman Group
Neuberger Berman Group
New York
$432M +$56M 13 0.56% Increased
40
UBS AM
UBS AM
Illinois
$428M +$45.7M 20 0.41% Increased
41
Millennium Management
Millennium Management
New York
$427M +$109M 32 0.76% Increased
42
Prudential Financial
Prudential Financial
New Jersey
$426M -$28.6M 19 0.63% Reduced
43
Renaissance Technologies
Renaissance Technologies
New York
$411M +$49.2M 30 0.52% Increased
44
Guggenheim Capital
Guggenheim Capital
Illinois
$403M +$31.1M 25 1.07% Increased
45
Swiss National Bank
Swiss National Bank
Switzerland
$400M +$8.93M 22 0.47% Increased
46
Russell Investments Group
Russell Investments Group
United Kingdom
$397M +$29M 22 0.7% Increased
47
Nomura Holdings
Nomura Holdings
Japan
$377M -$477M 8 0.92% Reduced
48
Raymond James & Associates
Raymond James & Associates
Florida
$368M +$22.5M 24 0.8% Increased
49
Peconic Partners
Peconic Partners
New York
$367M +$57.8M 3 59.17% Increased
50
Macquarie Group
Macquarie Group
Australia
$365M +$11M 9 0.67% Increased