← All themes

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
Swiss National Bank
Swiss National Bank
Switzerland
$931M -$12.6M 30 0.66% Reduced
52
Aristotle Capital Management
Aristotle Capital Management
California
$920M +$961M 2 1.83% Increased
53
Nomura Holdings
Nomura Holdings
Japan
$916M -$25.4M 15 1.71% Reduced
54
Stifel Financial
Stifel Financial
Missouri
$892M +$27.7M 32 0.95% Increased
55
Citigroup
Citigroup
New York
$883M +$178M 63 0.45% Increased
56
First Trust Advisors
First Trust Advisors
Illinois
$875M +$76.3M 37 0.77% Increased
57
AQR Capital Management
AQR Capital Management
Connecticut
$872M +$550M 38 0.9% Increased
58
HSBC Holdings
HSBC Holdings
United Kingdom
$859M -$81.6M 37 0.53% Reduced
59
Envestnet Asset Management
Envestnet Asset Management
Illinois
$828M +$46.2M 29 0.27% Increased
60
Millennium Management
Millennium Management
New York
$812M -$403M 52 0.43% Reduced
61
Neuberger Berman Group
Neuberger Berman Group
New York
$729M +$130M 23 0.61% Increased
62
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$716M -$13.1M 12 0.51% Reduced
63
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$692M +$16.8M 48 0.65% Increased
64
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$688M +$170M 2 0.6% Increased
65
Pacer Advisors
Pacer Advisors
Pennsylvania
$662M -$304M 17 1.55% Reduced
66
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$661M -$328M 13 0.67% Reduced
67
Nordea Investment Management
Nordea Investment Management
Sweden
$660M -$30M 11 0.7% Reduced
68
Swedbank
Swedbank
Sweden
$660M +$77M 18 0.88% Increased
69
ClearBridge Investments
ClearBridge Investments
New York
$657M -$7.12M 10 0.57% Reduced
70
Baird Financial Group
Baird Financial Group
Wisconsin
$654M +$4.3M 15 1.26% Increased
71
National Pension Service
National Pension Service
South Korea
$635M +$20.6M 6 0.61% Increased
72
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$597M +$91M 16 1.6% Increased
73
Jane Street
Jane Street
New York
$566M +$115M 54 0.14% Increased
74
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$561M -$37.3M 16 1.77% Reduced
75
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$551M +$59.1M 25 0.51% Increased