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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
Pzena Investment Management
Pzena Investment Management
New York
$497M -$9.55M 2 2.76% Reduced
52
Acadian Asset Management
Acadian Asset Management
Massachusetts
$488M +$121M 11 2.25% Increased
53
Guggenheim Capital
Guggenheim Capital
Illinois
$469M -$61.6M 25 1.11% Reduced
54
First Eagle Investment Management
First Eagle Investment Management
New York
$444M +$325M 3 1.06% Increased
55
UBS AM
UBS AM
Illinois
$438M -$30.8M 22 0.42% Reduced
56
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$428M +$14.1M 17 0.63% Increased
57
Jennison Associates
Jennison Associates
New York
$425M -$11.3M 6 0.39% Reduced
58
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$416M -$71.3M 39 0.19% Reduced
59
Soroban Capital Partners
Soroban Capital Partners
New York
$413M $0 1 3.85% Maintained
60
RP
RR Partners
New York
$412M -$84.3M 2 12.61% Reduced
61
SIG
Senator Investment Group
New York
$408M +$15M 1 3.92% Increased
62
California Public Employees Retirement System
California Public Employees Retirement System
California
$402M $0 33 0.56% Maintained
63
Point72 Asset Management
Point72 Asset Management
Connecticut
$402M -$108M 11 2.74% Reduced
64
Third Point
Third Point
New York
$397M -$73.4M 2 3.67% Reduced
65
IAM
Iridian Asset Management
Connecticut
$396M +$50.3M 1 3.33% Increased
66
AL
AJO LP
Pennsylvania
$377M -$60.7M 2 1.58% Reduced
67
BlackRock
BlackRock
New York
$374M -$9.61M 28 0.52% Reduced
68
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$364M +$4.08M 44 0.25% Increased
69
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$362M +$13.4M 5 0.65% Increased
70
Ninety One (UK)
Ninety One (UK)
United Kingdom
$356M -$4.34M 5 2.08% Reduced
71
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$354M -$1.22M 30 0.71% Reduced
72
Federated Hermes
Federated Hermes
Pennsylvania
$348M +$133M 13 1.06% Increased
73
HCM
Highfields Capital Management
Massachusetts
$345M -$123M 1 3.07% Reduced
74
American Century Companies
American Century Companies
Missouri
$324M -$152M 9 0.36% Reduced
75
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$317M -$21.8M 32 0.4% Reduced