← 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

Hydrogen & Fuel Cells Solar Wind
# Name Holding Trade Value Theme
Stocks 		% of
Portfolio 		Status
51
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$378M -$164K 12 2.54% Reduced
52
American Century Companies
American Century Companies
Missouri
$375M +$36.4M 10 0.43% Increased
53
APG Asset Management
APG Asset Management
Netherlands
$370M +$44.4M 4 0.7% Increased
54
Credit Suisse
Credit Suisse
Switzerland
$363M -$27.5M 33 0.4% Reduced
55
Macquarie Group
Macquarie Group
Australia
$362M -$1.71M 10 0.71% Reduced
56
AL
AJO LP
Pennsylvania
$358M +$115M 5 1.59% Increased
57
California Public Employees Retirement System
California Public Employees Retirement System
California
$355M -$6.17M 35 0.57% Reduced
58
Pzena Investment Management
Pzena Investment Management
New York
$351M -$11.6M 2 2.19% Reduced
59
Millennium Management
Millennium Management
New York
$344M +$84.3M 22 0.79% Increased
60
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$340M -$13.9M 28 0.5% Reduced
61
UBS AM
UBS AM
Illinois
$325M +$18.9M 21 0.37% Increased
62
Sculptor Capital
Sculptor Capital
New York
$321M -$31.7M 2 1.84% Reduced
63
Jennison Associates
Jennison Associates
New York
$315M -$28.9M 6 0.35% Reduced
64
Federated Hermes
Federated Hermes
Pennsylvania
$311M +$52.4M 18 0.91% Increased
65
Guggenheim Capital
Guggenheim Capital
Illinois
$310M +$44M 27 0.97% Increased
66
Adage Capital Partners
Adage Capital Partners
Massachusetts
$308M +$58.7M 4 0.84% Increased
67
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$305M +$15.7M 37 0.36% Increased
68
Carlyle Group
Carlyle Group
District of Columbia
$303M -$306K 2 5.26% Reduced
69
UBS Group
UBS Group
Switzerland
$301M -$6.54M 54 0.19% Reduced
70
BlackRock
BlackRock
New York
$301M +$31.7M 34 0.45% Increased
71
Swiss National Bank
Swiss National Bank
Switzerland
$289M +$2.75M 22 0.47% Increased
72
Acadian Asset Management
Acadian Asset Management
Massachusetts
$284M -$99.5M 12 1.45% Reduced
73
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$279M +$35.3M 33 0.43% Increased
74
OppenheimerFunds
OppenheimerFunds
New York
$279M -$21M 15 0.37% Reduced
75
First Eagle Investment Management
First Eagle Investment Management
New York
$278M -$19.5M 3 0.71% Reduced
1 2
3
4 5