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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
Putnam Investments
Putnam Investments
Massachusetts
$475M -$882K 5 1.06% Reduced
52
Barclays
Barclays
United Kingdom
$450M +$17.3M 40 0.28% Increased
53
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$437M -$1.97M 28 0.55% Reduced
54
ClearBridge Investments
ClearBridge Investments
New York
$437M -$23.8M 10 0.38% Reduced
55
VOYA Investment Management
VOYA Investment Management
Georgia
$437M -$5.29M 26 0.94% Reduced
56
RH
Riverstone Holdings
New York
$427M +$53.3M 1 20.25% Increased
57
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$419M -$12.4M 36 0.41% Reduced
58
Aristotle Capital Management
Aristotle Capital Management
California
$412M +$3.58M 1 2.3% Increased
59
Tiger Global Management
Tiger Global Management
New York
$410M +$53.4M 1 2.22% Increased
60
D.E. Shaw & Co
D.E. Shaw & Co
New York
$410M +$43M 22 0.51% Increased
61
APG Asset Management
APG Asset Management
Netherlands
$401M -$142M 4 0.69% Reduced
62
Fisher Asset Management
Fisher Asset Management
Washington
$392M -$35.6M 7 0.43% Reduced
63
First Trust Advisors
First Trust Advisors
Illinois
$391M +$137M 30 0.74% Increased
64
Bank of Montreal
Bank of Montreal
Ontario, Canada
$386M -$20.8M 46 0.32% Reduced
65
Peconic Partners
Peconic Partners
New York
$378M +$3.44M 3 74.35% Increased
66
Credit Suisse
Credit Suisse
Switzerland
$377M +$12.6M 33 0.33% Increased
67
Prudential Financial
Prudential Financial
New Jersey
$375M -$44.7M 22 0.58% Reduced
68
Citigroup
Citigroup
New York
$365M +$57.8M 45 0.29% Increased
69
California Public Employees Retirement System
California Public Employees Retirement System
California
$353M -$14.4M 34 0.42% Reduced
70
Carlyle Group
Carlyle Group
District of Columbia
$351M $0 1 17.42% Maintained
71
Russell Investments Group
Russell Investments Group
United Kingdom
$340M -$74.4M 22 0.64% Reduced
72
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$339M +$16.4M 27 0.64% Increased
73
Victory Capital Management
Victory Capital Management
Texas
$331M +$14.3M 13 0.67% Increased
74
Millennium Management
Millennium Management
New York
$330M -$134M 33 0.5% Reduced
75
AL
AJO LP
Pennsylvania
$307M -$265M 7 1.59% Reduced