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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
Bank of Montreal
Bank of Montreal
Ontario, Canada
$424M -$80.3M 24 0.58% Reduced
52
Prudential Financial
Prudential Financial
New Jersey
$418M -$44.3M 16 0.83% Reduced
53
GA
Greenhaven Associates
New York
$415M -$205K 1 8.68% Reduced
54
Federated Hermes
Federated Hermes
Pennsylvania
$411M +$17.7M 15 1.42% Increased
55
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$398M +$9.79M 13 0.62% Increased
56
UBS AM
UBS AM
Illinois
$386M -$2.96M 15 0.44% Reduced
57
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$383M +$85.8M 43 0.27% Increased
58
Sculptor Capital
Sculptor Capital
New York
$377M +$262M 2 0.97% Increased
59
Russell Frank Company
Russell Frank Company
Washington
$375M -$26.5M 16 0.69% Reduced
60
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$367M -$26.3M 28 0.57% Reduced
61
Eaton Vance Management
Eaton Vance Management
Massachusetts
$366M -$143M 7 1.05% Reduced
62
Sanders Capital
Sanders Capital
Florida
$359M -$4.27M 2 4.28% Reduced
63
Gates Foundation Trust
Gates Foundation Trust
Washington
$356M -$98.6M 1 1.77% Reduced
64
AQR Capital Management
AQR Capital Management
Connecticut
$343M +$59.1M 16 1.02% Increased
65
Managed Account Advisors
Managed Account Advisors
New Jersey
$342M +$8.28M 14 0.46% Increased
66
Charles Schwab
Charles Schwab
California
$336M +$7.95M 21 0.64% Increased
67
American Century Companies
American Century Companies
Missouri
$334M -$43M 11 0.39% Reduced
68
BlackRock
BlackRock
New York
$332M +$39.5M 23 0.54% Increased
69
Victory Capital Management
Victory Capital Management
Texas
$326M -$24.8M 6 2.3% Reduced
70
Capital International Investors
Capital International Investors
California
$326M -$2.12M 3 1.01% Reduced
71
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$324M +$27.7M 22 0.79% Increased
72
Brandes Investment Partners
Brandes Investment Partners
California
$324M +$10.6M 3 4% Increased
73
UBS
UBS
Switzerland
$319M -$5.38M 45 0.3% Reduced
74
OppenheimerFunds
OppenheimerFunds
New York
$316M -$237M 6 0.38% Reduced
75
Adage Capital Partners
Adage Capital Partners
Massachusetts
$305M -$10.7M 6 0.81% Reduced