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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
$392M -$6.85M 19 0.76% Reduced
52
Swiss National Bank
Swiss National Bank
Switzerland
$388M +$6.62M 24 0.5% Increased
53
Fisher Asset Management
Fisher Asset Management
Washington
$384M +$49M 7 0.52% Increased
54
Two Sigma Advisers
Two Sigma Advisers
New York
$379M +$64M 23 1.04% Increased
55
Aristotle Capital Management
Aristotle Capital Management
California
$370M +$8.7M 1 2.49% Increased
56
ClearBridge Investments
ClearBridge Investments
New York
$363M +$53.2M 12 0.37% Increased
57
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$361M -$16.5M 30 0.52% Reduced
58
Credit Suisse
Credit Suisse
Switzerland
$351M +$36.2M 32 0.37% Increased
59
Putnam Investments
Putnam Investments
Massachusetts
$350M +$9.81M 6 0.92% Increased
60
Bank of Montreal
Bank of Montreal
Ontario, Canada
$348M -$53.6M 42 0.33% Reduced
61
California Public Employees Retirement System
California Public Employees Retirement System
California
$346M -$294K 35 0.49% Reduced
62
VOYA Investment Management
VOYA Investment Management
Georgia
$338M +$72.4M 24 0.83% Increased
63
Victory Capital Management
Victory Capital Management
Texas
$337M +$32.8M 11 0.85% Increased
64
Bahl & Gaynor
Bahl & Gaynor
Ohio
$335M +$118M 3 3.58% Increased
65
RH
Riverstone Holdings
New York
$330M $0 1 15.72% Maintained
66
LM
Luminus Management
Texas
$326M -$65.2M 11 6.6% Reduced
67
OppenheimerFunds
OppenheimerFunds
New York
$317M +$46.4M 17 0.45% Increased
68
Point72 Asset Management
Point72 Asset Management
Connecticut
$310M +$75.1M 12 1.52% Increased
69
Carlyle Group
Carlyle Group
District of Columbia
$309M $0 1 22.53% Maintained
70
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$302M -$4.3M 11 2.24% Reduced
71
Two Sigma Investments
Two Sigma Investments
New York
$301M -$130M 16 1.18% Reduced
72
Teachers Advisors
Teachers Advisors
New York
$300M -$19.8M 30 0.42% Reduced
73
Peconic Partners
Peconic Partners
New York
$289M +$24.5M 2 70.69% Increased
74
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$281M +$6.61M 36 0.31% Increased
75
Acadian Asset Management
Acadian Asset Management
Massachusetts
$280M -$24.1M 11 1.39% Reduced