← All themes

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
Fisher Asset Management
Fisher Asset Management
Washington
$448M +$2.67M 5 0.53% Increased
52
Millennium Management
Millennium Management
New York
$445M -$197M 26 0.67% Reduced
53
Putnam Investments
Putnam Investments
Massachusetts
$439M +$34.5M 5 1.02% Increased
54
ClearBridge Investments
ClearBridge Investments
New York
$432M +$12.2M 12 0.38% Increased
55
Russell Investments Group
Russell Investments Group
United Kingdom
$427M -$24.1M 21 0.79% Reduced
56
Prudential Financial
Prudential Financial
New Jersey
$423M -$71.7M 20 0.7% Reduced
57
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$419M +$3.88M 32 0.54% Increased
58
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$417M +$87.8M 36 0.42% Increased
59
Aristotle Capital Management
Aristotle Capital Management
California
$415M +$7.06M 1 2.47% Increased
60
Bahl & Gaynor
Bahl & Gaynor
Ohio
$415M +$23.7M 3 3.8% Increased
61
VOYA Investment Management
VOYA Investment Management
Georgia
$412M +$10.1M 24 0.93% Increased
62
Barclays
Barclays
United Kingdom
$411M +$158M 41 0.28% Increased
63
Teachers Advisors
Teachers Advisors
New York
$406M +$56.5M 29 0.5% Increased
64
OppenheimerFunds
OppenheimerFunds
New York
$401M +$36.5M 16 0.5% Increased
65
Bank of Montreal
Bank of Montreal
Ontario, Canada
$394M -$4.32M 43 0.34% Reduced
66
RH
Riverstone Holdings
New York
$384M $0 1 17.66% Maintained
67
Two Sigma Investments
Two Sigma Investments
New York
$377M +$28.9M 18 1.22% Increased
68
Carlyle Group
Carlyle Group
District of Columbia
$360M +$921K 1 17.31% Increased
69
Peconic Partners
Peconic Partners
New York
$357M +$6.78M 2 71.82% Increased
70
California Public Employees Retirement System
California Public Employees Retirement System
California
$350M -$45.2M 35 0.43% Reduced
71
D.E. Shaw & Co
D.E. Shaw & Co
New York
$348M +$47.2M 22 0.45% Increased
72
Credit Suisse
Credit Suisse
Switzerland
$333M -$74.6M 34 0.3% Reduced
73
Victory Capital Management
Victory Capital Management
Texas
$327M -$69.1M 13 0.74% Reduced
74
Nordea Investment Management
Nordea Investment Management
Sweden
$322M +$28.3M 12 0.67% Increased
75
Jennison Associates
Jennison Associates
New York
$321M +$19.9M 8 0.32% Increased