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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
UBS AM
UBS AM
Illinois
$472M +$67.5M 15 0.5% Increased
52
California Public Employees Retirement System
California Public Employees Retirement System
California
$447M -$31.4M 30 0.64% Reduced
53
Federated Hermes
Federated Hermes
Pennsylvania
$442M +$27.4M 16 1.48% Increased
54
Bank of Montreal
Bank of Montreal
Ontario, Canada
$436M +$6.62M 29 0.56% Increased
55
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$435M +$15.9M 15 0.67% Increased
56
Principal Financial Group
Principal Financial Group
Iowa
$419M +$145M 14 0.75% Increased
57
FTCM
Fir Tree Capital Management
New York
$419M +$259M 2 4.7% Increased
58
Charles Schwab
Charles Schwab
California
$403M +$46.3M 21 0.72% Increased
59
Capital Research Global Investors
Capital Research Global Investors
California
$400M -$57.9M 4 0.14% Reduced
60
AQR Capital Management
AQR Capital Management
Connecticut
$395M +$17.1M 19 1.19% Increased
61
Managed Account Advisors
Managed Account Advisors
New Jersey
$379M +$29.5M 15 0.49% Increased
62
Millennium Management
Millennium Management
New York
$379M +$112M 30 1.1% Increased
63
American Century Companies
American Century Companies
Missouri
$373M -$16M 12 0.44% Reduced
64
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$372M +$32.2M 25 0.88% Increased
65
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$365M +$58.2M 33 0.48% Increased
66
Gates Foundation Trust
Gates Foundation Trust
Washington
$352M $0 1 1.78% Maintained
67
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$351M -$44.4M 45 0.26% Reduced
68
Frontier Capital Management
Frontier Capital Management
Massachusetts
$345M -$4.62M 3 2.5% Reduced
69
Eaton Vance Management
Eaton Vance Management
Massachusetts
$344M -$23.5M 7 1.02% Reduced
70
UBS
UBS
Switzerland
$343M +$10.2M 45 0.3% Increased
71
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$336M -$118M 5 0.31% Reduced
72
Sanders Capital
Sanders Capital
Florida
$330M -$36.3M 2 3.83% Reduced
73
GA
Greenhaven Associates
New York
$326M -$111M 1 6.69% Reduced
74
Brandes Investment Partners
Brandes Investment Partners
California
$320M -$7.64M 3 4.04% Reduced
75
AL
AJO LP
Pennsylvania
$318M +$231M 5 1.39% Increased