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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
$386M -$41.3M 24 0.43% Reduced
52
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$373M +$46.8M 26 0.73% Increased
53
Acadian Asset Management
Acadian Asset Management
Massachusetts
$373M -$54.1M 15 2.03% Reduced
54
Jennison Associates
Jennison Associates
New York
$371M +$9.61M 6 0.38% Increased
55
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$363M +$1.78M 26 0.58% Increased
56
California Public Employees Retirement System
California Public Employees Retirement System
California
$363M +$11.9M 34 0.62% Increased
57
Adage Capital Partners
Adage Capital Partners
Massachusetts
$356M -$51.5M 4 0.99% Reduced
58
Russell Frank Company
Russell Frank Company
Washington
$355M +$6.06M 26 0.66% Increased
59
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$347M +$132M 10 2.26% Increased
60
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$342M -$12.9M 47 0.26% Reduced
61
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$341M +$17M 5 0.66% Increased
62
Soroban Capital Partners
Soroban Capital Partners
New York
$338M -$10.7M 1 2.45% Reduced
63
Pzena Investment Management
Pzena Investment Management
New York
$336M -$58.5M 2 2.14% Reduced
64
Guggenheim Capital
Guggenheim Capital
Illinois
$334M -$68.6M 28 1.03% Reduced
65
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$310M -$3.78M 37 0.13% Reduced
66
Macquarie Group
Macquarie Group
Australia
$308M +$40.2M 12 0.66% Increased
67
Ninety One (UK)
Ninety One (UK)
United Kingdom
$307M -$5.7M 6 1.93% Reduced
68
Federated Hermes
Federated Hermes
Pennsylvania
$305M -$91M 15 0.99% Reduced
69
BlackRock
BlackRock
New York
$290M +$3.85M 27 0.45% Increased
70
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$290M +$15.6M 40 0.35% Increased
71
First Eagle Investment Management
First Eagle Investment Management
New York
$289M -$128M 3 0.73% Reduced
72
AL
AJO LP
Pennsylvania
$275M -$18.9M 3 1.26% Reduced
73
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$268M +$9M 31 0.28% Increased
74
Brandes Investment Partners
Brandes Investment Partners
California
$267M +$11.2M 3 3.9% Increased
75
SAM
Southernsun Asset Management
Tennessee
$265M +$20.8M 1 5.85% Increased