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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
Franklin Resources
Franklin Resources
California
$2.42B -$254M 34 0.7% Reduced
27
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$2.4B +$89.2M 74 0.5% Increased
28
Amundi
Amundi
France
$2.24B +$252M 32 0.82% Increased
29
Capital World Investors
Capital World Investors
California
$2.24B +$445M 3 0.36% Increased
30
Fisher Asset Management
Fisher Asset Management
Washington
$2.07B +$1.23B 9 0.9% Increased
31
Legal & General Group
Legal & General Group
United Kingdom
$1.97B +$65.6M 45 0.54% Increased
32
Elliott Investment Management
Elliott Investment Management
Florida
$1.94B +$1.84B 1 12.81% Increased
33
Nuveen
Nuveen
North Carolina
$1.85B +$36.9M 39 0.56% Increased
34
Raymond James Financial
Raymond James Financial
Florida
$1.82B -$6.61M 34 0.68% Reduced
35
Harris Associates
Harris Associates
Illinois
$1.71B +$264M 1 2.87% Increased
36
Barclays
Barclays
United Kingdom
$1.62B -$667M 58 0.46% Reduced
37
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.58B +$13.2M 9 0.53% Increased
38
Deutsche Bank
Deutsche Bank
Germany
$1.49B -$204M 46 0.59% Reduced
39
Peconic Partners
Peconic Partners
New York
$1.37B +$30.9M 3 70.03% Increased
40
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.22B -$3.27M 8 4.42% Reduced
41
DZ Bank
DZ Bank
Germany
$1.21B -$1.56B 15 1.36% Reduced
42
MRL
Mantle Ridge LP
New York
$1.21B $0 1 57.14% Maintained
43
Coatue Management
Coatue Management
New York
$1.15B -$71.3M 3 5.09% Reduced
44
Citadel Advisors
Citadel Advisors
Florida
$1.11B -$41.3M 54 0.21% Reduced
45
D.E. Shaw & Co
D.E. Shaw & Co
New York
$1.11B +$1,000M 34 0.99% Increased
46
Newport Trust Company
Newport Trust Company
District of Columbia
$1.09B -$37.7M 1 2.79% Reduced
47
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$992M +$153M 62 0.58% Increased
48
Principal Financial Group
Principal Financial Group
Iowa
$992M +$298M 23 0.56% Increased
49
AllianceBernstein
AllianceBernstein
Tennessee
$976M -$27.5M 38 0.35% Reduced
50
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$953M +$174M 20 0.93% Increased