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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
Russell Investments Group
Russell Investments Group
United Kingdom
$487M +$5.19M 21 0.92% Increased
52
Swiss National Bank
Swiss National Bank
Switzerland
$484M -$16.4M 23 0.54% Reduced
53
Aristotle Capital Management
Aristotle Capital Management
California
$474M +$17.6M 2 2.76% Increased
54
Macquarie Group
Macquarie Group
Australia
$466M +$26.2M 16 0.76% Increased
55
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$466M +$998K 32 0.55% Increased
56
Putnam Investments
Putnam Investments
Massachusetts
$460M +$2.54M 5 0.99% Increased
57
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$455M +$12.5M 5 0.49% Increased
58
California Public Employees Retirement System
California Public Employees Retirement System
California
$444M +$13.9M 36 0.57% Increased
59
LM
Luminus Management
Texas
$425M -$10.9M 8 6.92% Reduced
60
ClearBridge Investments
ClearBridge Investments
New York
$413M +$26.6M 12 0.36% Increased
61
Teachers Advisors
Teachers Advisors
New York
$401M +$21.8M 29 0.48% Increased
62
Fisher Asset Management
Fisher Asset Management
Washington
$399M +$285M 6 0.48% Increased
63
Credit Suisse
Credit Suisse
Switzerland
$395M +$24.5M 30 0.35% Increased
64
Two Sigma Advisers
Two Sigma Advisers
New York
$390M +$157M 21 0.95% Increased
65
Nordea Investment Management
Nordea Investment Management
Sweden
$383M +$29.2M 8 0.79% Increased
66
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$381M -$18.3M 12 2.37% Reduced
67
RH
Riverstone Holdings
New York
$379M $0 1 9.66% Maintained
68
Acadian Asset Management
Acadian Asset Management
Massachusetts
$372M -$94.8M 11 1.54% Reduced
69
Ninety One (UK)
Ninety One (UK)
United Kingdom
$369M +$79.8M 7 1.38% Increased
70
Victory Capital Management
Victory Capital Management
Texas
$359M -$13.1M 12 0.74% Reduced
71
Carlyle Group
Carlyle Group
District of Columbia
$354M -$553K 1 17.67% Reduced
72
Citadel Advisors
Citadel Advisors
Florida
$347M +$151M 42 0.15% Increased
73
Capital International Investors
Capital International Investors
California
$342M +$333M 1 0.16% New
74
OppenheimerFunds
OppenheimerFunds
New York
$336M -$20.5M 16 0.39% Reduced
75
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$334M -$1.67M 40 0.32% Reduced