← 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
Credit Suisse
Credit Suisse
Switzerland
$388M +$11.4M 31 0.37% Increased
52
Emerald Acquisition
Emerald Acquisition
Washington
$380M -$54.4M 25 0.73% Reduced
53
Macquarie Group
Macquarie Group
Australia
$375M -$4.64M 12 0.72% Reduced
54
Allianz Asset Management
Allianz Asset Management
Germany
$361M -$47.1M 12 0.35% Reduced
55
Millennium Management
Millennium Management
New York
$360M +$10.1M 30 0.6% Increased
56
Carlyle Group
Carlyle Group
District of Columbia
$358M -$892K 1 9.52% Reduced
57
California Public Employees Retirement System
California Public Employees Retirement System
California
$357M -$9.56M 35 0.59% Reduced
58
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$344M -$6.86M 27 0.5% Reduced
59
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$335M -$43.9M 11 2.2% Reduced
60
UBS AM
UBS AM
Illinois
$325M -$7.49M 23 0.35% Reduced
61
UBS Group
UBS Group
Switzerland
$325M +$13.5M 52 0.19% Increased
62
Guggenheim Capital
Guggenheim Capital
Illinois
$314M +$14.4M 24 0.98% Increased
63
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$310M +$28.2M 4 0.51% Increased
64
AllianceBernstein
AllianceBernstein
Tennessee
$306M -$231M 21 0.26% Reduced
65
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$305M -$5.65M 34 0.35% Reduced
66
Renaissance Technologies
Renaissance Technologies
New York
$299M +$12.7M 25 0.53% Increased
67
Federated Hermes
Federated Hermes
Pennsylvania
$298M -$10.1M 16 0.86% Reduced
68
Jennison Associates
Jennison Associates
New York
$297M -$37.3M 6 0.32% Reduced
69
Acadian Asset Management
Acadian Asset Management
Massachusetts
$296M +$13.6M 11 1.46% Increased
70
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$296M +$16M 9 0.14% Increased
71
Swiss National Bank
Swiss National Bank
Switzerland
$295M -$4.33M 22 0.47% Reduced
72
Adage Capital Partners
Adage Capital Partners
Massachusetts
$295M -$30.2M 5 0.81% Reduced
73
BlackRock
BlackRock
New York
$288M -$24.2M 32 0.41% Reduced
74
Pzena Investment Management
Pzena Investment Management
New York
$283M -$69.8M 2 1.73% Reduced
75
IAM
Iridian Asset Management
Connecticut
$278M -$222M 2 2.43% Reduced