← 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
MRL
Mantle Ridge LP
New York
$1.16B $0 1 49.15% Maintained
52
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$1.15B +$3.79M 62 0.66% Increased
53
AQR Capital Management
AQR Capital Management
Connecticut
$1.05B -$164M 34 0.87% Reduced
54
Millennium Management
Millennium Management
New York
$1.01B +$43.5M 52 0.49% Increased
55
Renaissance Technologies
Renaissance Technologies
New York
$1.01B +$522M 33 1.34% Increased
56
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$999M +$94.1M 14 0.84% Increased
57
Viking Global Investors
Viking Global Investors
Connecticut
$983M +$716M 2 2.84% Increased
58
Stifel Financial
Stifel Financial
Missouri
$976M -$11.2M 30 0.95% Reduced
59
Baird Financial Group
Baird Financial Group
Wisconsin
$974M -$48M 13 1.71% Reduced
60
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$962M +$343M 13 0.68% Increased
61
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$927M +$11.6M 12 0.58% Increased
62
Newport Trust Company
Newport Trust Company
District of Columbia
$906M -$771M 1 2.18% Reduced
63
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$879M +$15.4M 47 0.75% Increased
64
Envestnet Asset Management
Envestnet Asset Management
Illinois
$878M -$54.2M 28 0.26% Reduced
65
HSBC Holdings
HSBC Holdings
United Kingdom
$861M -$165M 37 0.52% Reduced
66
Aristotle Capital Management
Aristotle Capital Management
California
$856M -$23.1M 2 1.65% Reduced
67
Neuberger Berman Group
Neuberger Berman Group
New York
$849M -$2.87M 25 0.65% Reduced
68
D.E. Shaw & Co
D.E. Shaw & Co
New York
$834M -$639M 41 0.59% Reduced
69
HCC
Hill City Capital
Massachusetts
$807M +$119M 3 39.93% Increased
70
American Century Companies
American Century Companies
Missouri
$793M +$207M 29 0.43% Increased
71
Jane Street
Jane Street
New York
$784M +$30M 58 0.15% Increased
72
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$783M -$9.25M 23 1.91% Reduced
73
Pictet Asset Management
Pictet Asset Management
Switzerland
$782M +$166M 23 0.8% Increased
74
Bank of Montreal
Bank of Montreal
Ontario, Canada
$760M +$110M 35 0.36% Increased
75
Federated Hermes
Federated Hermes
Pennsylvania
$751M +$112M 23 1.41% Increased