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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
Nordea Investment Management
Nordea Investment Management
Sweden
$864M -$181M 11 1.01% Reduced
52
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$855M -$179M 19 2.21% Reduced
53
First Trust Advisors
First Trust Advisors
Illinois
$823M -$11.6M 38 0.84% Reduced
54
Envestnet Asset Management
Envestnet Asset Management
Illinois
$816M -$54.1M 38 0.28% Reduced
55
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$806M +$150M 17 0.79% Increased
56
Stifel Financial
Stifel Financial
Missouri
$805M +$34.1M 35 0.91% Increased
57
Fisher Asset Management
Fisher Asset Management
Washington
$805M +$49.5M 8 0.35% Increased
58
Jane Street
Jane Street
New York
$804M +$198M 77 0.18% Increased
59
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$765M -$237M 14 0.84% Reduced
60
Capital International Investors
Capital International Investors
California
$757M +$587M 2 0.16% Increased
61
Principal Financial Group
Principal Financial Group
Iowa
$752M +$113M 30 0.45% Increased
62
Neuberger Berman Group
Neuberger Berman Group
New York
$747M -$46.7M 25 0.61% Reduced
63
Coatue Management
Coatue Management
New York
$715M +$514M 7 2.78% Increased
64
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$712M +$72.3M 59 0.67% Increased
65
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$704M +$10.6M 13 0.52% Increased
66
Macquarie Group
Macquarie Group
Australia
$698M +$207M 25 0.8% Increased
67
Citigroup
Citigroup
New York
$689M +$76.8M 66 0.44% Increased
68
Artisan Partners
Artisan Partners
Wisconsin
$686M +$29.9M 2 1.03% Increased
69
ClearBridge Investments
ClearBridge Investments
New York
$685M +$104M 11 0.56% Increased
70
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$670M +$268M 2 0.52% Increased
71
Allianz Asset Management
Allianz Asset Management
Germany
$664M -$82M 17 0.98% Reduced
72
Marshall Wace
Marshall Wace
United Kingdom
$661M +$263M 37 0.88% Increased
73
Newport Trust Company
Newport Trust Company
District of Columbia
$650M +$601M 1 1.63% New
74
Victory Capital Management
Victory Capital Management
Texas
$618M +$25.4M 33 0.62% Increased
75
National Bank of Canada
National Bank of Canada
Quebec, Canada
$611M +$478M 48 0.83% Increased