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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
HSBC Holdings
HSBC Holdings
United Kingdom
$487M +$245M 8 1.05% Increased
52
Prudential Financial
Prudential Financial
New Jersey
$487M +$10.6M 19 0.86% Increased
53
UBS AM
UBS AM
Illinois
$479M -$3.31M 19 0.48% Reduced
54
Sculptor Capital
Sculptor Capital
New York
$466M -$44.4M 2 1.39% Reduced
55
UBS
UBS
Switzerland
$465M +$93.8M 47 0.36% Increased
56
California Public Employees Retirement System
California Public Employees Retirement System
California
$454M -$405K 33 0.62% Reduced
57
Russell Frank Company
Russell Frank Company
Washington
$449M -$24.4M 22 0.78% Reduced
58
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$435M -$4.68M 17 0.64% Reduced
59
AQR Capital Management
AQR Capital Management
Connecticut
$435M +$44.3M 23 1.17% Increased
60
Adage Capital Partners
Adage Capital Partners
Massachusetts
$433M -$84.7M 8 1.12% Reduced
61
Soroban Capital Partners
Soroban Capital Partners
New York
$430M +$239M 1 2.44% Increased
62
Federated Hermes
Federated Hermes
Pennsylvania
$428M -$40.5M 16 1.34% Reduced
63
Charles Schwab
Charles Schwab
California
$412M +$5.45M 25 0.69% Increased
64
YCMGA
York Capital Management Global Advisors
New York
$401M +$84.2M 2 3.99% Increased
65
Managed Account Advisors
Managed Account Advisors
New Jersey
$397M +$415K 14 0.48% Increased
66
Gates Foundation Trust
Gates Foundation Trust
Washington
$386M $0 1 1.93% Maintained
67
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$380M -$5.09M 25 0.86% Reduced
68
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$379M -$291K 33 0.48% Reduced
69
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$372M +$61.4M 33 0.16% Increased
70
Citigroup
Citigroup
New York
$360M +$215M 46 0.34% Increased
71
SIG
Senator Investment Group
New York
$354M +$30.1M 1 3.72% Increased
72
Victory Capital Management
Victory Capital Management
Texas
$353M +$58.2M 5 2.39% Increased
73
Soros Fund Management
Soros Fund Management
New York
$351M +$44.3M 3 2.65% Increased
74
Brandes Investment Partners
Brandes Investment Partners
California
$350M -$2.17M 3 4.23% Reduced
75
BlackRock
BlackRock
New York
$343M +$22M 26 0.51% Increased