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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

Hydrogen & Fuel Cells Solar Wind

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
51	Prudential Financial Newark, New Jersey	$483M	-$16.9M	17	0.86%	Reduced
52	Guggenheim Capital Chicago, Illinois	$464M	+$21.7M	31	1.14%	Increased
53	Federated Hermes Pittsburgh, Pennsylvania	$460M	+$115M	14	1.38%	Increased
54	UBS AM Chicago, Illinois	$453M	+$24.5M	24	0.43%	Increased
55	IAM Iridian Asset Management Westport, Connecticut	$435M	+$29M	1	3.43%	Increased
56	Adage Capital Partners Boston, Massachusetts	$434M	+$195M	4	1.08%	Increased
57	First Eagle Investment Management New York	$434M	-$15.7M	3	1.03%	Reduced
58	Jennison Associates New York	$412M	-$5.17M	6	0.38%	Reduced
59	Royal Bank of Canada Toronto, Ontario, Canada	$399M	+$25.8M	47	0.28%	Increased
60	Russell Frank Company Seattle, Washington	$398M	+$125M	25	0.64%	Increased
61	New York State Common Retirement Fund Albany, New York	$392M	-$27.5M	28	0.57%	Reduced
62	Susquehanna International Group Bala Cynwyd, Pennsylvania	$391M	-$11.7M	40	0.17%	Reduced
63	California Public Employees Retirement System Sacramento, California	$384M	-$62.6M	34	0.58%	Reduced
64	SIG Senator Investment Group New York	$378M	+$8.85M	1	3.29%	Increased
65	Soroban Capital Partners New York	$373M	$0	1	2.54%	Maintained
66	Parametric Portfolio Associates Seattle, Washington	$363M	+$15M	27	0.71%	Increased
67	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$351M	-$5.94M	5	0.63%	Reduced
68	Ninety One (UK) London, United Kingdom	$329M	-$19.2M	6	1.88%	Reduced
69	Macquarie Group Sydney, NSW 2000, Australia	$327M	+$23.8M	12	0.65%	Increased
70	SAM Southernsun Asset Management Memphis, Tennessee	$322M	+$44.6M	1	5.84%	Increased
71	PNC Financial Services Group Pittsburgh, Pennsylvania	$312M	+$13.7M	40	0.35%	Increased
72	HCM Highfields Capital Management Boston, Massachusetts	$312M	$0	1	2.8%	Maintained
73	Brandes Investment Partners La Jolla, California	$310M	-$3.49M	3	3.97%	Reduced
74	Third Point New York	$309M	-$59.6M	2	2.9%	Reduced
75	BlackRock New York	$306M	-$55.6M	27	0.45%	Reduced