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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
Goldman Sachs
Goldman Sachs
New York
$1.07B -$76.7M 43 0.33% Reduced
27
Neuberger Berman Group
Neuberger Berman Group
New York
$840M +$82.9M 17 1.04% Increased
28
Legal & General Group
Legal & General Group
United Kingdom
$833M -$4.23M 34 0.4% Reduced
29
LSV Asset Management
LSV Asset Management
Illinois
$776M +$45.9M 6 1.61% Increased
30
OC
ORIX Corp
Japan
$698M $0 1 100% Maintained
31
UBS AM
UBS AM
Illinois
$661M +$106M 26 0.4% Increased
32
ECP ControlCo
ECP ControlCo
New Jersey
$655M $0 1 83.15% Maintained
33
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$651M -$6.75M 30 0.5% Reduced
34
Principal Financial Group
Principal Financial Group
Iowa
$648M +$25.4M 24 0.57% Increased
35
Raymond James & Associates
Raymond James & Associates
Florida
$617M -$8.17M 25 0.83% Reduced
36
UBS Group
UBS Group
Switzerland
$597M +$161M 62 0.25% Increased
37
Renaissance Technologies
Renaissance Technologies
New York
$596M -$176M 31 0.51% Reduced
38
Tiger Global Management
Tiger Global Management
New York
$587M $0 1 2.28% Maintained
39
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$585M +$33.9M 21 0.69% Increased
40
Findlay Park Partners
Findlay Park Partners
United Kingdom
$584M -$23.3M 1 4.56% Reduced
41
Janus Henderson Group
Janus Henderson Group
$576M -$128M 4 0.32% Reduced
42
Swiss National Bank
Swiss National Bank
Switzerland
$535M +$20.9M 26 0.45% Increased
43
Clal Insurance
Clal Insurance
Israel
$530M +$61.1M 6 10.49% Increased
44
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$529M +$87.5M 56 0.21% Increased
45
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$529M -$13.1M 5 0.37% Reduced
46
Aristotle Capital Management
Aristotle Capital Management
California
$518M +$12.5M 1 1.74% Increased
47
AllianceBernstein
AllianceBernstein
Tennessee
$513M -$41.8M 32 0.3% Reduced
48
Boston Partners
Boston Partners
Massachusetts
$512M -$295K 7 0.94% Reduced
49
Carlyle Group
Carlyle Group
District of Columbia
$490M +$27.8M 1 5.55% Increased
50
RH
Riverstone Holdings
New York
$490M $0 1 49.67% Maintained