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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
California Public Employees Retirement System
California Public Employees Retirement System
California
$357M -$2.02M 35 0.57% Reduced
52
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$356M -$4.73M 27 0.47% Reduced
53
American Century Companies
American Century Companies
Missouri
$347M +$112M 10 0.36% Increased
54
Carlyle Group
Carlyle Group
District of Columbia
$342M -$23.1M 1 22.54% Reduced
55
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$338M -$5.03M 39 0.36% Reduced
56
Orbis Allan Gray
Orbis Allan Gray
Bermuda
$336M -$2.86M 2 2.11% Reduced
57
Putnam Investments
Putnam Investments
Massachusetts
$335M +$59.5M 10 0.78% Increased
58
Two Sigma Advisers
Two Sigma Advisers
New York
$326M -$56.6M 22 1.08% Reduced
59
D.E. Shaw & Co
D.E. Shaw & Co
New York
$323M -$51.8M 18 0.54% Reduced
60
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$322M -$33.1M 13 2.05% Reduced
61
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$321M +$74.9M 9 0.14% Increased
62
Capital Research Global Investors
Capital Research Global Investors
California
$315M -$62 3 0.1% Reduced
63
Teachers Advisors
Teachers Advisors
New York
$315M -$1.06M 29 0.44% Reduced
64
AllianceBernstein
AllianceBernstein
Tennessee
$314M +$8.69M 26 0.24% Increased
65
Allianz Asset Management
Allianz Asset Management
Germany
$313M -$18.1M 15 0.3% Reduced
66
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$310M -$8.33M 37 0.38% Reduced
67
Credit Suisse
Credit Suisse
Switzerland
$298M -$43.4M 24 0.29% Reduced
68
Victory Capital Management
Victory Capital Management
Texas
$298M +$57.8M 11 0.7% Increased
69
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$294M +$9.79M 3 0.43% Increased
70
Boston Partners
Boston Partners
Massachusetts
$293M -$6.34M 7 0.37% Reduced
71
Citadel Advisors
Citadel Advisors
Florida
$290M +$75.7M 33 0.25% Increased
72
First Eagle Investment Management
First Eagle Investment Management
New York
$290M -$70.5M 3 0.7% Reduced
73
Credit Agricole
Credit Agricole
France
$289M +$132M 21 0.95% Increased
74
Aristotle Capital Management
Aristotle Capital Management
California
$289M +$12.1M 1 2.41% Increased
75
AQR Capital Management
AQR Capital Management
Connecticut
$286M -$112M 19 0.38% Reduced