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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
Capital World Investors
Capital World Investors
California
$775M +$214M 2 0.22% Increased
27
OC
ORIX Corp
Japan
$743M $0 1 100% Maintained
28
Renaissance Technologies
Renaissance Technologies
New York
$666M -$360M 36 0.65% Reduced
29
Legal & General Group
Legal & General Group
United Kingdom
$656M -$3.7M 33 0.38% Reduced
30
Nomura Holdings
Nomura Holdings
Japan
$615M +$578M 6 2.58% Increased
31
Neuberger Berman Group
Neuberger Berman Group
New York
$580M -$127M 15 0.88% Reduced
32
Janus Henderson Group
Janus Henderson Group
$572M -$173M 4 0.39% Reduced
33
LSV Asset Management
LSV Asset Management
Illinois
$547M -$27.8M 5 1.32% Reduced
34
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$537M -$30.4M 30 0.49% Reduced
35
Raymond James & Associates
Raymond James & Associates
Florida
$524M +$33.5M 26 0.83% Increased
36
Findlay Park Partners
Findlay Park Partners
United Kingdom
$503M +$45.6M 1 4.84% Increased
37
Principal Financial Group
Principal Financial Group
Iowa
$491M -$34.1M 22 0.54% Reduced
38
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$424M +$87.6M 4 0.36% Increased
39
UBS AM
UBS AM
Illinois
$423M +$2.54M 26 0.3% Increased
40
AllianceBernstein
AllianceBernstein
Tennessee
$421M -$110M 32 0.3% Reduced
41
Swiss National Bank
Swiss National Bank
Switzerland
$398M +$83.9M 27 0.42% Increased
42
Bahl & Gaynor
Bahl & Gaynor
Ohio
$387M -$26.2M 5 3.37% Reduced
43
ECP ControlCo
ECP ControlCo
New Jersey
$386M $0 1 73.04% Maintained
44
Boston Partners
Boston Partners
Massachusetts
$386M -$140M 6 0.77% Reduced
45
Deutsche Bank
Deutsche Bank
Germany
$381M +$11.9M 42 0.34% Increased
46
Aristotle Capital Management
Aristotle Capital Management
California
$377M +$14.9M 1 1.59% Increased
47
Macquarie Group
Macquarie Group
Australia
$368M +$30.5M 17 0.76% Increased
48
Clal Insurance
Clal Insurance
Israel
$363M +$410M 4 9.08% Increased
49
RH
Riverstone Holdings
New York
$363M $0 1 58.53% Maintained
50
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$358M -$75.9M 57 0.17% Reduced