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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
ClearBridge Investments
ClearBridge Investments
New York
$866M +$45.7M 11 0.59% Increased
52
D.E. Shaw & Co
D.E. Shaw & Co
New York
$852M +$75.8M 49 0.71% Increased
53
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$846M +$66.3M 82 0.19% Increased
54
Raymond James & Associates
Raymond James & Associates
Florida
$806M +$30.1M 41 0.65% Increased
55
Peconic Partners
Peconic Partners
New York
$765M +$47.3M 2 61.49% Increased
56
Macquarie Group
Macquarie Group
Australia
$751M -$88.3M 35 0.63% Reduced
57
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$746M +$152M 17 3.58% Increased
58
Victory Capital Management
Victory Capital Management
Texas
$734M +$19.1M 32 0.68% Increased
59
Citadel Advisors
Citadel Advisors
Florida
$727M -$52.6M 82 0.15% Reduced
60
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$725M -$33.7M 16 0.44% Reduced
61
Allspring Global Investments
Allspring Global Investments
North Carolina
$718M +$752M 34 0.8% New
62
Marshall Wace
Marshall Wace
United Kingdom
$710M +$584M 48 1.31% Increased
63
Fidelity International
Fidelity International
Bermuda
$708M +$73.6M 16 0.73% Increased
64
AllianceBernstein
AllianceBernstein
Tennessee
$707M +$12.3M 48 0.25% Increased
65
VOYA Investment Management
VOYA Investment Management
Georgia
$676M -$46.8M 37 1.3% Reduced
66
Public Investment Fund
Public Investment Fund
Saudi Arabia
$673M $0 4 1.19% Maintained
67
Aristotle Capital Management
Aristotle Capital Management
California
$662M +$27.9M 1 1.12% Increased
68
Aberdeen Group
Aberdeen Group
United Kingdom
$641M +$15M 21 1.41% Increased
69
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$633M +$132M 14 1.31% Increased
70
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$611M -$85.1M 12 0.65% Reduced
71
Citigroup
Citigroup
New York
$594M +$8.86M 67 0.32% Increased
72
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$593M -$35.2M 7 1.28% Reduced
73
Clal Insurance
Clal Insurance
Israel
$592M -$198M 10 6.41% Reduced
74
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$563M +$299M 7 0.69% Increased
75
Jane Street
Jane Street
New York
$557M +$140M 69 0.18% Increased