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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
Acadian Asset Management
Acadian Asset Management
Massachusetts
$457M +$41.5M 11 1.98% Increased
52
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$456M -$15.8M 32 0.57% Reduced
53
Aristotle Capital Management
Aristotle Capital Management
California
$455M +$21.4M 2 2.8% Increased
54
Putnam Investments
Putnam Investments
Massachusetts
$441M -$31.9M 5 1% Reduced
55
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$431M +$26.8M 4 0.5% Increased
56
California Public Employees Retirement System
California Public Employees Retirement System
California
$419M -$27.8M 35 0.58% Reduced
57
LM
Luminus Management
Texas
$417M +$111M 9 9.56% Increased
58
AllianceBernstein
AllianceBernstein
Tennessee
$417M -$205M 29 0.29% Reduced
59
Millennium Management
Millennium Management
New York
$393M -$9.9M 31 0.51% Reduced
60
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$391M -$19.5M 12 2.5% Reduced
61
Peconic Partners
Peconic Partners
New York
$387M +$9.31M 2 70.95% Increased
62
ClearBridge Investments
ClearBridge Investments
New York
$368M +$23.6M 11 0.3% Increased
63
Bahl & Gaynor
Bahl & Gaynor
Ohio
$365M +$57.1M 3 3.82% Increased
64
Teachers Advisors
Teachers Advisors
New York
$365M -$2.52M 29 0.46% Reduced
65
Credit Suisse
Credit Suisse
Switzerland
$361M -$6.72M 33 0.35% Reduced
66
Victory Capital Management
Victory Capital Management
Texas
$361M -$45.7M 12 0.77% Reduced
67
OppenheimerFunds
OppenheimerFunds
New York
$357M +$104M 17 0.43% Increased
68
Nordea Investment Management
Nordea Investment Management
Sweden
$347M +$8.47M 8 0.83% Increased
69
RH
Riverstone Holdings
New York
$346M +$308M 1 8.61% Increased
70
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$345M -$86.6M 6 0.15% Reduced
71
Jennison Associates
Jennison Associates
New York
$342M +$8.94M 8 0.33% Increased
72
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$326M -$25.3M 38 0.32% Reduced
73
Carlyle Group
Carlyle Group
District of Columbia
$324M -$36.8M 1 14.95% Reduced
74
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$312M +$2.46M 28 0.63% Increased
75
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$307M -$40.2M 37 0.34% Reduced