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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
Swiss National Bank
Swiss National Bank
Switzerland
$427M -$57.1M 23 0.52% Reduced
52
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$425M -$32.8M 28 0.53% Reduced
53
California Public Employees Retirement System
California Public Employees Retirement System
California
$406M -$18.6M 33 0.58% Reduced
54
APG Asset Management
APG Asset Management
Netherlands
$400M -$44.1M 3 0.77% Reduced
55
Victory Capital Management
Victory Capital Management
Texas
$398M +$10.4M 12 0.87% Increased
56
Aristotle Capital Management
Aristotle Capital Management
California
$370M +$25.7M 3 2.49% Increased
57
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$369M -$85.8M 7 0.16% Reduced
58
Acadian Asset Management
Acadian Asset Management
Massachusetts
$367M -$32.6M 8 1.59% Reduced
59
Millennium Management
Millennium Management
New York
$366M -$148M 29 0.49% Reduced
60
Peconic Partners
Peconic Partners
New York
$366M +$156M 2 70.67% Increased
61
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$361M -$11.3M 12 2.27% Reduced
62
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$359M +$1.69M 4 0.46% Increased
63
Carlyle Group
Carlyle Group
District of Columbia
$340M +$350K 1 14.01% Increased
64
Credit Suisse
Credit Suisse
Switzerland
$338M -$19M 32 0.32% Reduced
65
LM
Luminus Management
Texas
$332M +$51.9M 7 6.88% Increased
66
Teachers Advisors
Teachers Advisors
New York
$332M -$40M 26 0.43% Reduced
67
Orbis Allan Gray
Orbis Allan Gray
Bermuda
$327M +$1.42M 2 1.87% Increased
68
Point72 Asset Management
Point72 Asset Management
Connecticut
$322M -$77.2M 10 1.34% Reduced
69
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$317M -$18.8M 38 0.31% Reduced
70
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$316M -$28.3M 9 2.27% Reduced
71
American Century Companies
American Century Companies
Missouri
$315M -$63.6M 7 0.32% Reduced
72
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$313M -$12.1M 38 0.35% Reduced
73
ClearBridge Investments
ClearBridge Investments
New York
$312M +$51M 10 0.29% Increased
74
Barclays
Barclays
United Kingdom
$312M +$71.9M 40 0.24% Increased
75
D.E. Shaw & Co
D.E. Shaw & Co
New York
$310M -$58.6M 22 0.42% Reduced