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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
DZ Bank
DZ Bank
Germany
$1.32B -$1.14B 16 1.15% Reduced
52
Millennium Management
Millennium Management
New York
$1.28B +$12.8M 57 0.55% Increased
53
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.28B +$14.1M 6 4.06% Increased
54
Principal Financial Group
Principal Financial Group
Iowa
$1.24B -$61.3M 24 0.63% Reduced
55
Baird Financial Group
Baird Financial Group
Wisconsin
$1.21B +$64M 14 1.95% Increased
56
Two Sigma Advisers
Two Sigma Advisers
New York
$1.18B +$167M 34 2.36% Increased
57
Viking Global Investors
Viking Global Investors
Connecticut
$1.17B +$150M 2 3.04% Increased
58
MRL
Mantle Ridge LP
New York
$1.12B $0 1 49.51% Maintained
59
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$1.1B -$94.4M 14 0.86% Reduced
60
Pictet Asset Management
Pictet Asset Management
Switzerland
$1.06B +$102M 24 1.02% Increased
61
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$1.06B -$1.19M 12 0.61% Reduced
62
Stifel Financial
Stifel Financial
Missouri
$1.05B +$2.86M 28 0.95% Increased
63
Newport Trust Company
Newport Trust Company
District of Columbia
$1.04B -$13.1M 1 2.37% Reduced
64
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$1.03B -$5.66M 47 0.83% Reduced
65
HCC
Hill City Capital
Massachusetts
$1.02B -$21.9M 3 43.33% Reduced
66
HSBC Holdings
HSBC Holdings
United Kingdom
$1.01B +$16.4M 31 0.56% Increased
67
Renaissance Technologies
Renaissance Technologies
New York
$968M -$209M 38 1.28% Reduced
68
Neuberger Berman Group
Neuberger Berman Group
New York
$961M -$43.7M 24 0.7% Reduced
69
Two Sigma Investments
Two Sigma Investments
New York
$961M +$103M 38 1.43% Increased
70
Federated Hermes
Federated Hermes
Pennsylvania
$940M +$65.4M 22 1.66% Increased
71
Nordea Investment Management
Nordea Investment Management
Sweden
$933M +$191M 10 0.82% Increased
72
Envestnet Asset Management
Envestnet Asset Management
Illinois
$919M -$53.6M 26 0.26% Reduced
73
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$904M -$140M 20 2.34% Reduced
74
Jane Street
Jane Street
New York
$900M -$146M 61 0.14% Reduced
75
American Century Companies
American Century Companies
Missouri
$878M -$94.5M 35 0.45% Reduced