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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
76
Brandes Investment Partners
Brandes Investment Partners
California
$251M +$270M 3 3.15% New
77
Charles Schwab
Charles Schwab
California
$249M +$258M 21 0.56% New
78
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$238M +$244M 5 1.13% New
79
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$233M +$246M 4 0.53% New
80
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$229M +$234M 11 2.35% New
81
OppenheimerFunds
OppenheimerFunds
New York
$228M +$232M 4 0.33% New
82
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$225M +$235M 22 0.66% New
83
BlackRock
BlackRock
New York
$217M +$226M 21 0.43% New
84
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$215M +$223M 3 1.08% New
85
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$215M +$218M 26 0.4% New
86
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$209M +$218M 40 0.18% New
87
Fred Alger Management
Fred Alger Management
New York
$207M +$223M 5 1.23% New
88
SONJCPFA
State of New Jersey Common Pension Fund A
New Jersey
$198M +$202M 8 0.96% New
89
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$195M +$205M 8 0.55% New
90
HCM
Highfields Capital Management
Massachusetts
$179M +$182M 1 1.48% New
91
Jennison Associates
Jennison Associates
New York
$179M +$195M 4 0.2% New
92
Citigroup
Citigroup
New York
$177M +$182M 39 0.17% New
93
Panagora Asset Management
Panagora Asset Management
Massachusetts
$176M +$187M 12 0.9% New
94
Nordea Investment Management
Nordea Investment Management
Sweden
$173M +$187M 7 1.07% New
95
PHAM
Pacific Heights Asset Management
California
$171M +$175M 3 4.16% New
96
Teachers Advisors
Teachers Advisors
New York
$171M +$178M 22 0.46% New
97
Soros Fund Management
Soros Fund Management
New York
$171M +$199M 2 1.85% New
98
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$170M +$174M 9 1.11% New
99
AQR Capital Management
AQR Capital Management
Connecticut
$170M +$176M 14 0.6% New
100
SAM
Southernsun Asset Management
Tennessee
$166M +$164M 1 5.05% New