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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
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$871M -$42M 72 0.23% Reduced
52
Macquarie Group
Macquarie Group
Australia
$870M +$9.06M 31 0.71% Increased
53
AllianceBernstein
AllianceBernstein
Tennessee
$797M -$117M 43 0.32% Reduced
54
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$788M -$8.68M 18 0.47% Reduced
55
OC
ORIX Corp
Japan
$764M $0 1 100% Maintained
56
Raymond James & Associates
Raymond James & Associates
Florida
$752M +$29.2M 43 0.68% Increased
57
Aristotle Capital Management
Aristotle Capital Management
California
$733M +$20.8M 1 1.4% Increased
58
RH
Riverstone Holdings
New York
$712M $0 1 42.64% Maintained
59
VOYA Investment Management
VOYA Investment Management
Georgia
$708M -$91.2M 37 1.37% Reduced
60
Victory Capital Management
Victory Capital Management
Texas
$702M -$47.2M 34 0.67% Reduced
61
Janus Henderson Group
Janus Henderson Group
$693M -$30.3M 11 0.3% Reduced
62
LSV Asset Management
LSV Asset Management
Illinois
$691M -$167M 6 1.18% Reduced
63
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$684M +$115M 13 3.02% Increased
64
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$665M +$250M 17 3.32% Increased
65
Citigroup
Citigroup
New York
$640M +$34.9M 68 0.38% Increased
66
ECP ControlCo
ECP ControlCo
New Jersey
$637M $0 1 63.42% Maintained
67
Barclays
Barclays
United Kingdom
$613M -$25M 48 0.29% Reduced
68
Storebrand Asset Management
Storebrand Asset Management
Norway
$603M +$91.1M 22 2.93% Increased
69
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$597M -$6.03M 6 1.29% Reduced
70
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$571M -$3.23M 8 0.17% Reduced
71
California Public Employees Retirement System
California Public Employees Retirement System
California
$565M -$50.6M 21 0.42% Reduced
72
Fidelity International
Fidelity International
Bermuda
$560M +$92.6M 13 0.6% Increased
73
Renaissance Technologies
Renaissance Technologies
New York
$552M -$83.5M 31 0.69% Reduced
74
Aberdeen Group
Aberdeen Group
United Kingdom
$546M +$52.1M 17 1.2% Increased
75
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$543M +$62.1M 13 1.25% Increased