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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
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$2.38B +$150M 75 0.48% Increased
27
Wellington Management Group
Wellington Management Group
Massachusetts
$2.33B -$196M 21 0.43% Reduced
28
Capital World Investors
Capital World Investors
California
$2.3B +$287M 2 0.35% Increased
29
Amundi
Amundi
France
$2.29B +$181M 35 0.79% Increased
30
Barclays
Barclays
United Kingdom
$2.25B +$40.7M 57 0.63% Increased
31
Nuveen
Nuveen
North Carolina
$2.05B -$59.5M 39 0.58% Reduced
32
Legal & General Group
Legal & General Group
United Kingdom
$2.03B +$31.5M 45 0.54% Increased
33
Dodge & Cox
Dodge & Cox
California
$1.99B +$19.5M 3 1.16% Increased
34
Raymond James Financial
Raymond James Financial
Florida
$1.84B +$1.95B 39 0.68% New
35
Deutsche Bank
Deutsche Bank
Germany
$1.82B +$126M 45 0.71% Increased
36
Peconic Partners
Peconic Partners
New York
$1.68B -$63.8M 3 68.18% Reduced
37
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.65B -$2.77M 8 0.52% Reduced
38
Harris Associates
Harris Associates
Illinois
$1.33B +$241M 1 1.75% Increased
39
Coatue Management
Coatue Management
New York
$1.31B -$140M 3 4.43% Reduced
40
Millennium Management
Millennium Management
New York
$1.28B +$162M 59 0.62% Increased
41
Newport Trust Company
Newport Trust Company
District of Columbia
$1.21B -$12.6M 1 2.93% Reduced
42
Citadel Advisors
Citadel Advisors
Florida
$1.21B +$475M 61 0.21% Increased
43
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.19B -$8.05M 8 4.07% Reduced
44
MRL
Mantle Ridge LP
New York
$1.19B +$1.29B 1 56.77% New
45
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$1.08B +$49.4M 13 1.04% Increased
46
AllianceBernstein
AllianceBernstein
Tennessee
$1.08B +$36.6M 37 0.37% Increased
47
HSBC Holdings
HSBC Holdings
United Kingdom
$1B -$190M 38 0.58% Reduced
48
Swiss National Bank
Swiss National Bank
Switzerland
$993M -$46.9M 31 0.66% Reduced
49
Pacer Advisors
Pacer Advisors
Pennsylvania
$937M -$120M 14 2.02% Reduced
50
Artisan Partners
Artisan Partners
Wisconsin
$929M +$102M 3 1.4% Increased