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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
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$348M +$31.3M 12 2.2% Increased
52
Macquarie Group
Macquarie Group
Australia
$343M -$8.58M 8 0.62% Reduced
53
Guggenheim Capital
Guggenheim Capital
Illinois
$343M -$22M 24 0.93% Reduced
54
First Eagle Investment Management
First Eagle Investment Management
New York
$343M +$182M 3 0.85% Increased
55
California Public Employees Retirement System
California Public Employees Retirement System
California
$341M -$9.69M 35 0.56% Reduced
56
Raymond James & Associates
Raymond James & Associates
Florida
$333M +$36.8M 20 0.77% Increased
57
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$333M -$43.1M 36 0.37% Reduced
58
Allianz Asset Management
Allianz Asset Management
Germany
$329M -$8.13M 15 0.32% Reduced
59
Credit Suisse
Credit Suisse
Switzerland
$326M -$909K 26 0.29% Reduced
60
Orbis Allan Gray
Orbis Allan Gray
Bermuda
$322M +$81.6M 2 2.2% Increased
61
Millennium Management
Millennium Management
New York
$315M +$102M 29 0.58% Increased
62
Teachers Advisors
Teachers Advisors
New York
$311M +$8.9M 29 0.45% Increased
63
Capital Research Global Investors
Capital Research Global Investors
California
$310M +$189M 3 0.1% Increased
64
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$309M +$63.6M 34 0.39% Increased
65
Pershing Square Capital Management
Pershing Square Capital Management
New York
$308M -$224M 1 5.18% Reduced
66
AllianceBernstein
AllianceBernstein
Tennessee
$306M -$16.6M 23 0.24% Reduced
67
Peconic Partners
Peconic Partners
New York
$298M +$59.3M 2 34.17% Increased
68
Boston Partners
Boston Partners
Massachusetts
$286M -$299M 7 0.37% Reduced
69
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$274M -$1.07M 3 0.42% Reduced
70
Federated Hermes
Federated Hermes
Pennsylvania
$269M +$11.9M 17 0.77% Increased
71
Putnam Investments
Putnam Investments
Massachusetts
$268M +$38M 9 0.63% Increased
72
Ninety One (UK)
Ninety One (UK)
United Kingdom
$267M +$6.51M 8 1.32% Increased
73
Victory Capital Management
Victory Capital Management
Texas
$267M +$27.1M 12 0.63% Increased
74
Brandes Investment Partners
Brandes Investment Partners
California
$266M +$3.94M 3 3.95% Increased
75
Aristotle Capital Management
Aristotle Capital Management
California
$264M +$15.8M 1 2.4% Increased