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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
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$435M +$26.1M 26 0.74% Increased
52
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$421M +$43.8M 47 0.28% Increased
53
California Public Employees Retirement System
California Public Employees Retirement System
California
$397M -$1.84M 35 0.63% Reduced
54
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$387M -$8.12M 27 0.6% Reduced
55
APG Asset Management
APG Asset Management
Netherlands
$379M -$63.1M 4 0.87% Reduced
56
American Century Companies
American Century Companies
Missouri
$378M +$122M 7 0.44% Increased
57
Two Sigma Investments
Two Sigma Investments
New York
$376M +$186M 14 1.81% Increased
58
Ninety One (UK)
Ninety One (UK)
United Kingdom
$373M +$7.64M 8 2.13% Increased
59
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$372M +$2.76M 5 0.67% Increased
60
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$370M +$9.78M 11 2.35% Increased
61
Sculptor Capital
Sculptor Capital
New York
$365M -$201M 2 1.99% Reduced
62
Guggenheim Capital
Guggenheim Capital
Illinois
$358M -$31.9M 30 1.04% Reduced
63
UBS AM
UBS AM
Illinois
$355M -$68.9M 22 0.4% Reduced
64
Jennison Associates
Jennison Associates
New York
$353M -$39.9M 6 0.35% Reduced
65
Soroban Capital Partners
Soroban Capital Partners
New York
$345M $0 1 2.49% Maintained
66
UBS Group
UBS Group
Switzerland
$345M +$87.3M 52 0.22% Increased
67
Pzena Investment Management
Pzena Investment Management
New York
$339M -$17.7M 2 2.1% Reduced
68
BlackRock
BlackRock
New York
$339M +$22.3M 33 0.5% Increased
69
Soros Fund Management
Soros Fund Management
New York
$336M +$16.7M 2 5.55% Increased
70
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$331M +$17.5M 37 0.39% Increased
71
Macquarie Group
Macquarie Group
Australia
$330M +$6.04M 14 0.68% Increased
72
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$328M -$26.2M 37 0.15% Reduced
73
Adage Capital Partners
Adage Capital Partners
Massachusetts
$320M -$41.9M 3 0.84% Reduced
74
Two Sigma Advisers
Two Sigma Advisers
New York
$318M +$100M 15 1.89% Increased
75
AL
AJO LP
Pennsylvania
$312M -$10.7M 3 1.35% Reduced