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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
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$464M +$330M 23 0.71% Increased
52
APG Asset Management
APG Asset Management
Netherlands
$447M -$61.4M 3 0.82% Reduced
53
Allianz Asset Management
Allianz Asset Management
Germany
$439M +$62.9M 17 0.35% Increased
54
California Public Employees Retirement System
California Public Employees Retirement System
California
$435M +$7.31M 34 0.59% Increased
55
Macquarie Group
Macquarie Group
Australia
$421M -$9.53M 23 0.74% Reduced
56
Victory Capital Management
Victory Capital Management
Texas
$416M +$66.3M 13 0.88% Increased
57
Acadian Asset Management
Acadian Asset Management
Massachusetts
$413M +$65.4M 11 1.79% Increased
58
Point72 Asset Management
Point72 Asset Management
Connecticut
$412M +$64.6M 11 1.78% Increased
59
Citadel Advisors
Citadel Advisors
Florida
$394M -$140M 37 0.24% Reduced
60
HSBC Holdings
HSBC Holdings
United Kingdom
$393M +$164M 11 0.57% Increased
61
Putnam Investments
Putnam Investments
Massachusetts
$388M +$136K 6 0.87% Increased
62
American Century Companies
American Century Companies
Missouri
$388M -$67.9M 8 0.39% Reduced
63
D.E. Shaw & Co
D.E. Shaw & Co
New York
$386M +$12M 24 0.53% Increased
64
Teachers Advisors
Teachers Advisors
New York
$382M -$8.79M 28 0.49% Reduced
65
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$381M -$33M 12 2.28% Reduced
66
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$366M -$2.07M 4 0.47% Reduced
67
Aristotle Capital Management
Aristotle Capital Management
California
$364M +$10.6M 2 2.52% Increased
68
Credit Suisse
Credit Suisse
Switzerland
$362M +$15M 32 0.32% Increased
69
Jennison Associates
Jennison Associates
New York
$351M +$60.2M 8 0.35% Increased
70
Ninety One (UK)
Ninety One (UK)
United Kingdom
$344M +$480K 6 1.42% Increased
71
Carlyle Group
Carlyle Group
District of Columbia
$343M -$782K 1 23.52% Reduced
72
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$342M -$65.5M 40 0.33% Reduced
73
Orbis Allan Gray
Orbis Allan Gray
Bermuda
$335M -$43.9M 2 1.97% Reduced
74
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$332M -$29.8M 38 0.36% Reduced
75
Two Sigma Advisers
Two Sigma Advisers
New York
$328M -$90.2M 25 0.88% Reduced