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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
Third Point
Third Point
New York
$448M +$369M 2 4.04% Increased
52
Legal & General Group
Legal & General Group
United Kingdom
$445M -$12.2M 24 0.52% Reduced
53
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$443M -$26.5M 41 0.18% Reduced
54
American Century Companies
American Century Companies
Missouri
$437M +$5.1M 10 0.49% Increased
55
Millennium Management
Millennium Management
New York
$437M +$188M 31 0.93% Increased
56
RP
RR Partners
New York
$431M -$85.5M 2 13.5% Reduced
57
Charles Schwab
Charles Schwab
California
$428M +$58.5M 26 0.64% Increased
58
UBS AM
UBS AM
Illinois
$416M +$5.42M 20 0.4% Increased
59
Jennison Associates
Jennison Associates
New York
$414M +$87.8M 6 0.39% Increased
60
California Public Employees Retirement System
California Public Employees Retirement System
California
$402M +$8.79M 33 0.56% Increased
61
Citadel Advisors
Citadel Advisors
Florida
$396M -$28.9M 40 0.39% Reduced
62
Soroban Capital Partners
Soroban Capital Partners
New York
$393M +$373M 1 3.37% New
63
SIG
Senator Investment Group
New York
$375M -$6.92M 1 3.98% Reduced
64
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$372M -$4.59M 17 0.55% Reduced
65
Two Sigma Investments
Two Sigma Investments
New York
$366M -$27.9M 21 2.02% Reduced
66
AL
AJO LP
Pennsylvania
$357M +$141M 3 1.51% Increased
67
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$344M +$23.4M 42 0.22% Increased
68
UBS Group
UBS Group
Switzerland
$338M +$347M 47 0.24% New
69
BlackRock
BlackRock
New York
$337M +$58M 28 0.48% Increased
70
Adage Capital Partners
Adage Capital Partners
Massachusetts
$333M -$200M 8 0.82% Reduced
71
Acadian Asset Management
Acadian Asset Management
Massachusetts
$330M -$142M 11 1.47% Reduced
72
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$320M -$7.74M 28 0.67% Reduced
73
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$316M +$2.29M 33 0.46% Increased
74
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$313M -$14.3M 5 0.61% Reduced
75
IAM
Iridian Asset Management
Connecticut
$312M +$39.4M 1 2.9% Increased