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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
D.E. Shaw & Co
D.E. Shaw & Co
New York
$770M -$2.37M 51 0.69% Reduced
52
RH
Riverstone Holdings
New York
$767M +$39.8M 2 45.94% Increased
53
ClearBridge Investments
ClearBridge Investments
New York
$757M -$22.5M 11 0.54% Reduced
54
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$746M -$73.7M 74 0.2% Reduced
55
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$746M +$76.8M 13 3.06% Increased
56
OC
ORIX Corp
Japan
$732M $0 1 100% Maintained
57
Clal Insurance
Clal Insurance
Israel
$727M +$262M 9 8.3% Increased
58
AllianceBernstein
AllianceBernstein
Tennessee
$710M +$7.29M 47 0.28% Increased
59
Peconic Partners
Peconic Partners
New York
$707M +$44.8M 2 62.78% Increased
60
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$705M +$16.9M 18 0.44% Increased
61
Raymond James & Associates
Raymond James & Associates
Florida
$699M +$16.9M 43 0.63% Increased
62
VOYA Investment Management
VOYA Investment Management
Georgia
$697M -$45.3M 38 1.4% Reduced
63
Victory Capital Management
Victory Capital Management
Texas
$678M +$47.1M 36 0.66% Increased
64
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$659M +$46.4M 15 3.26% Increased
65
Fidelity International
Fidelity International
Bermuda
$638M +$61.9M 13 0.71% Increased
66
Public Investment Fund
Public Investment Fund
Saudi Arabia
$629M +$688M 4 1.44% New
67
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$625M +$34.8M 6 1.33% Increased
68
Aristotle Capital Management
Aristotle Capital Management
California
$614M +$16.3M 1 1.16% Increased
69
ECP ControlCo
ECP ControlCo
New Jersey
$590M +$13.1M 2 59.12% Increased
70
Aberdeen Group
Aberdeen Group
United Kingdom
$584M +$88.9M 19 1.32% Increased
71
Citigroup
Citigroup
New York
$577M +$9.31M 68 0.34% Increased
72
Janus Henderson Group
Janus Henderson Group
$553M -$70.4M 22 0.24% Reduced
73
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$514M +$44.5M 13 1.2% Increased
74
California Public Employees Retirement System
California Public Employees Retirement System
California
$508M +$2.74M 17 0.38% Increased
75
Coatue Management
Coatue Management
New York
$499M -$385M 2 2.03% Reduced