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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
51
Legal & General Group
Legal & General Group
United Kingdom
$360M +$380M 7 0.5% New
52
GA
Greenhaven Associates
New York
$347M +$345M 1 9.27% New
53
BlackRock Investment Management
BlackRock Investment Management
Delaware
$343M +$363M 23 0.61% New
54
D.E. Shaw & Co
D.E. Shaw & Co
New York
$342M +$361M 20 0.64% New
55
TCA
Taconic Capital Advisors
New York
$330M +$336M 1 11.93% New
56
Russell Frank Company
Russell Frank Company
Washington
$323M +$337M 22 0.59% New
57
Frontier Capital Management
Frontier Capital Management
Massachusetts
$322M +$317M 3 2.68% New
58
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$314M +$328M 11 0.55% New
59
Sanders Capital
Sanders Capital
Florida
$311M +$327M 2 4.24% New
60
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$305M +$316M 26 0.45% New
61
Gates Foundation Trust
Gates Foundation Trust
Washington
$298M +$304M 1 1.67% New
62
Managed Account Advisors
Managed Account Advisors
New Jersey
$293M +$305M 11 0.45% New
63
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$292M +$302M 27 0.17% New
64
Federated Hermes
Federated Hermes
Pennsylvania
$287M +$300M 13 1.14% New
65
UBS AM
UBS AM
Illinois
$285M +$299M 16 0.37% New
66
Boston Partners
Boston Partners
Massachusetts
$284M +$303M 2 0.78% New
67
Ninety One (UK)
Ninety One (UK)
United Kingdom
$278M +$305M 2 2.13% New
68
Two Sigma Investments
Two Sigma Investments
New York
$277M +$283M 13 1.94% New
69
Capital International Investors
Capital International Investors
California
$273M +$273M 3 1.24% New
70
Carmignac Gestion
Carmignac Gestion
France
$270M +$296M 1 2.25% New
71
California Public Employees Retirement System
California Public Employees Retirement System
California
$261M +$270M 28 0.52% New
72
American Century Companies
American Century Companies
Missouri
$261M +$264M 8 0.34% New
73
Cambiar Investors
Cambiar Investors
Colorado
$260M +$272M 3 4.2% New
74
Bessemer Group
Bessemer Group
New Jersey
$259M +$263M 10 2.32% New
75
Guggenheim Capital
Guggenheim Capital
Illinois
$251M +$256M 20 1.06% New