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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
Pictet Asset Management (Switzerland)
Pictet Asset Management (Switzerland)
Switzerland
$918M -$171M 35 1.33% Reduced
52
Millennium Management
Millennium Management
New York
$910M -$182M 68 0.5% Reduced
53
Capital International Investors
Capital International Investors
California
$886M +$58.4M 4 0.24% Increased
54
Bank of Montreal
Bank of Montreal
Ontario, Canada
$869M -$15.7M 46 0.38% Reduced
55
Aristotle Capital Management
Aristotle Capital Management
California
$857M -$58.2M 1 1.82% Reduced
56
Peconic Partners
Peconic Partners
New York
$840M +$36.7M 5 54.17% Increased
57
Citigroup
Citigroup
New York
$804M -$70.6M 69 0.64% Reduced
58
AllianceBernstein
AllianceBernstein
Tennessee
$802M -$3.96M 48 0.36% Reduced
59
Two Sigma Advisers
Two Sigma Advisers
New York
$781M +$68.7M 21 2.18% Increased
60
Allspring Global Investments
Allspring Global Investments
North Carolina
$748M +$29.5M 34 1.28% Increased
61
Barclays
Barclays
United Kingdom
$746M -$20.9M 55 0.33% Reduced
62
HSBC Holdings
HSBC Holdings
United Kingdom
$701M +$177M 29 0.81% Increased
63
Aberdeen Group
Aberdeen Group
United Kingdom
$700M -$6.03M 18 1.9% Reduced
64
Macquarie Group
Macquarie Group
Australia
$698M -$67.9M 21 0.82% Reduced
65
Clal Insurance
Clal Insurance
Israel
$669M +$10.9M 9 10.04% Increased
66
California Public Employees Retirement System
California Public Employees Retirement System
California
$655M -$8.46M 17 0.56% Reduced
67
Jane Street
Jane Street
New York
$643M -$16M 78 0.3% Reduced
68
Renaissance Technologies
Renaissance Technologies
New York
$634M -$86M 39 0.87% Reduced
69
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$632M +$2.68M 41 0.85% Increased
70
Fisher Asset Management
Fisher Asset Management
Washington
$590M -$66.7M 7 0.4% Reduced
71
OC
ORIX Corp
Japan
$577M -$387M 1 100% Reduced
72
D.E. Shaw & Co
D.E. Shaw & Co
New York
$577M -$414M 45 0.64% Reduced
73
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$576M +$40.5M 29 1.52% Increased
74
Robeco Schweiz
Robeco Schweiz
Switzerland
$573M -$4.75M 7 10.47% Reduced
75
Jennison Associates
Jennison Associates
New York
$569M +$82.8M 12 0.58% Increased