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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
American Century Companies
American Century Companies
Missouri
$922M -$31.6M 26 0.63% Reduced
52
OC
ORIX Corp
Japan
$899M $0 1 100% Maintained
53
Victory Capital Management
Victory Capital Management
Texas
$887M +$33.7M 36 0.89% Increased
54
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$885M +$3.31M 88 0.22% Increased
55
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$859M -$105M 12 3.55% Reduced
56
AllianceBernstein
AllianceBernstein
Tennessee
$857M +$85.6M 46 0.33% Increased
57
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$844M +$183M 7 1.97% Increased
58
Allspring Global Investments
Allspring Global Investments
North Carolina
$826M +$41.9M 37 1.04% Increased
59
Macquarie Group
Macquarie Group
Australia
$824M +$54.2M 36 0.63% Increased
60
Raymond James & Associates
Raymond James & Associates
Florida
$812M +$45.9M 44 0.69% Increased
61
Bank of Montreal
Bank of Montreal
Ontario, Canada
$811M -$280M 48 0.39% Reduced
62
Fidelity International
Fidelity International
Bermuda
$800M +$8.11M 15 0.82% Increased
63
Aristotle Capital Management
Aristotle Capital Management
California
$780M -$8.77M 1 1.42% Reduced
64
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$780M +$23.2M 16 0.52% Increased
65
Barclays
Barclays
United Kingdom
$762M -$214M 64 0.6% Reduced
66
VOYA Investment Management
VOYA Investment Management
Georgia
$758M +$28.7M 38 1.57% Increased
67
Citigroup
Citigroup
New York
$730M +$80M 81 0.44% Increased
68
Peconic Partners
Peconic Partners
New York
$719M -$139M 1 55.06% Reduced
69
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$699M +$40M 20 1.52% Increased
70
Aberdeen Group
Aberdeen Group
United Kingdom
$666M +$18.4M 22 1.7% Increased
71
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$665M +$47.4M 13 0.89% Increased
72
Marshall Wace
Marshall Wace
United Kingdom
$640M -$114M 38 1.21% Reduced
73
Clal Insurance
Clal Insurance
Israel
$631M +$6.98M 11 6.65% Increased
74
Fisher Asset Management
Fisher Asset Management
Washington
$620M +$19.4M 7 0.37% Increased
75
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$615M +$69.5M 6 0.18% Increased