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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
Baird Financial Group
Baird Financial Group
Wisconsin
$1.23B -$38.7M 16 1.92% Reduced
52
Viking Global Investors
Viking Global Investors
Connecticut
$1.18B +$113M 1 3.14% Increased
53
Citigroup
Citigroup
New York
$1.18B -$345M 67 0.52% Reduced
54
HSBC Holdings
HSBC Holdings
United Kingdom
$1.17B +$122M 32 0.6% Increased
55
Principal Financial Group
Principal Financial Group
Iowa
$1.17B -$64.8M 22 0.6% Reduced
56
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$1.17B -$118M 26 0.78% Reduced
57
HCC
Hill City Capital
Massachusetts
$1.13B +$98.4K 3 42.78% Increased
58
DZ Bank
DZ Bank
Germany
$1.11B -$251M 17 0.96% Reduced
59
Pictet Asset Management
Pictet Asset Management
Switzerland
$1.1B -$65.5M 27 1.07% Reduced
60
Newport Trust Company
Newport Trust Company
District of Columbia
$1.09B -$11.5M 1 2.62% Reduced
61
Neuberger Berman Group
Neuberger Berman Group
New York
$1.07B +$106M 24 0.8% Increased
62
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$1.07B +$50.2M 25 1.23% Increased
63
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$1.07B +$3.76M 11 0.63% Increased
64
Millennium Management
Millennium Management
New York
$1.02B -$305M 52 0.43% Reduced
65
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$1.02B -$31.8M 48 0.82% Reduced
66
MRL
Mantle Ridge LP
New York
$1.01B $0 1 40.53% Maintained
67
Stifel Financial
Stifel Financial
Missouri
$1.01B -$1.86M 30 0.91% Reduced
68
Two Sigma Investments
Two Sigma Investments
New York
$989M +$36.6M 43 1.4% Increased
69
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$967M +$53.8M 27 0.66% Increased
70
LPL Financial
LPL Financial
California
$956M +$121M 55 0.26% Increased
71
Federated Hermes
Federated Hermes
Pennsylvania
$940M -$22.1M 23 1.57% Reduced
72
Nordea Investment Management
Nordea Investment Management
Sweden
$935M -$47.1M 12 0.8% Reduced
73
Envestnet Asset Management
Envestnet Asset Management
Illinois
$927M +$7.07M 30 0.28% Increased
74
ClearBridge Investments
ClearBridge Investments
New York
$918M +$192M 8 0.73% Increased
75
American Century Companies
American Century Companies
Missouri
$909M +$15.4M 34 0.46% Increased