← All themes

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
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$388M -$4.27M 27 0.59% Reduced
52
APG Asset Management
APG Asset Management
Netherlands
$379M +$9.43M 4 0.79% Increased
53
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$377M +$1.53M 6 0.66% Increased
54
Acadian Asset Management
Acadian Asset Management
Massachusetts
$373M -$43.2M 14 1.88% Reduced
55
Sculptor Capital
Sculptor Capital
New York
$357M -$42.6M 3 1.82% Reduced
56
Jennison Associates
Jennison Associates
New York
$353M -$18.6M 6 0.37% Reduced
57
UBS AM
UBS AM
Illinois
$350M -$6.67M 21 0.41% Reduced
58
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$350M -$12M 9 2.28% Reduced
59
Neuberger Berman Group
Neuberger Berman Group
New York
$350M +$57.4M 12 0.48% Increased
60
Macquarie Group
Macquarie Group
Australia
$345M +$5.17M 13 0.69% Increased
61
American Century Companies
American Century Companies
Missouri
$344M -$49.9M 8 0.4% Reduced
62
Ninety One (UK)
Ninety One (UK)
United Kingdom
$338M -$3.72M 8 1.83% Reduced
63
First Eagle Investment Management
First Eagle Investment Management
New York
$318M -$11.8M 3 0.81% Reduced
64
Pzena Investment Management
Pzena Investment Management
New York
$312M -$21.7M 2 1.91% Reduced
65
UBS Group
UBS Group
Switzerland
$306M -$25.8M 53 0.2% Reduced
66
Swiss National Bank
Swiss National Bank
Switzerland
$304M +$82.8M 24 0.56% Increased
67
Guggenheim Capital
Guggenheim Capital
Illinois
$304M -$38.6M 26 0.96% Reduced
68
AL
AJO LP
Pennsylvania
$303M +$18.3M 3 1.31% Increased
69
BlackRock
BlackRock
New York
$298M -$46.3M 34 0.48% Reduced
70
OppenheimerFunds
OppenheimerFunds
New York
$297M +$112M 15 0.39% Increased
71
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$295M -$31.6M 36 0.34% Reduced
72
Carlyle Group
Carlyle Group
District of Columbia
$289M -$128K 2 3.63% Reduced
73
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$283M +$33.5M 26 0.6% Increased
74
Teachers Advisors
Teachers Advisors
New York
$278M +$33.8M 28 0.51% Increased
75
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$278M -$334M 4 0.52% Reduced