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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
Prudential Financial
Prudential Financial
New Jersey
$366M -$23.9M 16 0.78% Reduced
52
BlackRock Investment Management
BlackRock Investment Management
Delaware
$360M +$11.7M 23 0.59% Increased
53
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$354M +$116M 26 0.59% Increased
54
Guggenheim Capital
Guggenheim Capital
Illinois
$325M +$54.3M 20 1.17% Increased
55
Victory Capital Management
Victory Capital Management
Texas
$320M +$310M 8 2.3% New
56
Federated Hermes
Federated Hermes
Pennsylvania
$318M +$30.3M 14 1.23% Increased
57
American Century Companies
American Century Companies
Missouri
$318M +$63.4M 10 0.4% Increased
58
Russell Frank Company
Russell Frank Company
Washington
$312M -$15.5M 23 0.55% Reduced
59
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$309M -$13.1M 12 0.52% Reduced
60
UBS AM
UBS AM
Illinois
$305M +$14M 16 0.38% Increased
61
Capital International Investors
Capital International Investors
California
$305M $0 3 1.3% Maintained
62
Boston Partners
Boston Partners
Massachusetts
$296M +$18.1M 2 0.71% Increased
63
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$296M +$3.16M 25 0.16% Increased
64
SAC Capital Advisors
SAC Capital Advisors
Connecticut
$296M +$208M 13 1.6% Increased
65
UBS
UBS
Switzerland
$284M -$115M 46 0.29% Reduced
66
Brandes Investment Partners
Brandes Investment Partners
California
$283M +$14.1M 3 3.64% Increased
67
California Public Employees Retirement System
California Public Employees Retirement System
California
$283M +$9.83M 29 0.52% Increased
68
Viking Global Investors
Viking Global Investors
Connecticut
$282M -$203M 1 1.56% Reduced
69
Sanders Capital
Sanders Capital
Florida
$280M -$29.8M 2 3.84% Reduced
70
Managed Account Advisors
Managed Account Advisors
New Jersey
$275M -$29.5M 13 0.4% Reduced
71
Carmignac Gestion
Carmignac Gestion
France
$273M +$8.06M 1 2.06% Increased
72
Frontier Capital Management
Frontier Capital Management
Massachusetts
$262M -$60.5M 3 2.02% Reduced
73
Charles Schwab
Charles Schwab
California
$261M +$3.48M 21 0.53% Increased
74
Ninety One (UK)
Ninety One (UK)
United Kingdom
$259M -$14.9M 2 1.91% Reduced
75
Cambiar Investors
Cambiar Investors
Colorado
$253M -$22.7M 3 4.13% Reduced