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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
Macquarie Group
Macquarie Group
Australia
$412M +$12.2M 17 0.74% Increased
52
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$409M +$16.5M 28 0.52% Increased
53
Peconic Partners
Peconic Partners
New York
$399M +$5.35M 3 64.42% Increased
54
Two Sigma Investments
Two Sigma Investments
New York
$384M +$149M 20 1.36% Increased
55
California Public Employees Retirement System
California Public Employees Retirement System
California
$379M -$9.85M 35 0.56% Reduced
56
Bank of Montreal
Bank of Montreal
Ontario, Canada
$378M -$508M 35 0.35% Reduced
57
Two Sigma Advisers
Two Sigma Advisers
New York
$374M +$14.4M 22 1.06% Increased
58
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$372M +$9.62M 13 2.36% Increased
59
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$368M -$7.02M 40 0.38% Reduced
60
Carlyle Group
Carlyle Group
District of Columbia
$367M $0 1 23.29% Maintained
61
OppenheimerFunds
OppenheimerFunds
New York
$366M -$267M 16 0.45% Reduced
62
Findlay Park Partners
Findlay Park Partners
United Kingdom
$363M +$352M 1 3.59% New
63
Capital Research Global Investors
Capital Research Global Investors
California
$357M -$889K 3 0.11% Reduced
64
Teachers Advisors
Teachers Advisors
New York
$357M +$13.7M 29 0.48% Increased
65
Orbis Allan Gray
Orbis Allan Gray
Bermuda
$349M -$8.63M 2 2.15% Reduced
66
AQR Capital Management
AQR Capital Management
Connecticut
$341M +$27.7M 19 0.41% Increased
67
D.E. Shaw & Co
D.E. Shaw & Co
New York
$339M -$14.7M 22 0.52% Reduced
68
Victory Capital Management
Victory Capital Management
Texas
$338M +$8.9M 14 0.76% Increased
69
Putnam Investments
Putnam Investments
Massachusetts
$337M -$32.6M 6 0.78% Reduced
70
Point72 Asset Management
Point72 Asset Management
Connecticut
$333M +$37.5M 10 1.49% Increased
71
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$328M -$13.6M 35 0.39% Reduced
72
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$326M +$1.24M 4 0.46% Increased
73
Allianz Asset Management
Allianz Asset Management
Germany
$323M -$21.3M 17 0.28% Reduced
74
Boston Partners
Boston Partners
Massachusetts
$322M -$140K 7 0.4% Reduced
75
Aristotle Capital Management
Aristotle Capital Management
California
$319M -$668K 1 2.48% Reduced