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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
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$248M -$67.8M 29 0.36% Reduced
77
Adage Capital Partners
Adage Capital Partners
Massachusetts
$240M +$115M 5 0.69% Increased
78
SONJCPFA
State of New Jersey Common Pension Fund A
New Jersey
$237M +$43.4M 8 1.14% Increased
79
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$235M +$2.59M 11 2.34% Increased
80
Baupost Group
Baupost Group
Massachusetts
$235M -$545M 1 6.72% Reduced
81
Two Sigma Investments
Two Sigma Investments
New York
$234M -$45M 19 1.49% Reduced
82
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$234M +$16.6M 42 0.18% Increased
83
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$233M +$1.33M 23 0.63% Increased
84
BlackRock
BlackRock
New York
$228M +$3.53M 22 0.43% Increased
85
Sarofim Fayez
Sarofim Fayez
Texas
$226M +$223M 3 1.1% New
86
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$222M -$16.6M 4 0.48% Reduced
87
SAM
Southernsun Asset Management
Tennessee
$220M +$30.7M 1 5.43% Increased
88
AQR Capital Management
AQR Capital Management
Connecticut
$209M +$36.4M 16 0.74% Increased
89
Nordea Investment Management
Nordea Investment Management
Sweden
$207M +$35M 7 1.16% Increased
90
ING Group
ING Group
Netherlands
$201M +$57.8M 5 1.01% Increased
91
Citigroup
Citigroup
New York
$196M +$24.9M 40 0.18% Increased
92
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$195M -$5.55M 8 0.54% Reduced
93
Soros Fund Management
Soros Fund Management
New York
$195M -$6.9M 2 2.13% Reduced
94
Citadel Advisors
Citadel Advisors
Florida
$187M +$23.1M 25 0.28% Increased
95
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$180M +$11.2M 4 0.48% Increased
96
Bessemer Group
Bessemer Group
New Jersey
$180M -$87.7M 13 1.46% Reduced
97
HCM
Highfields Capital Management
Massachusetts
$180M $0 1 1.42% Maintained
98
Teachers Advisors
Teachers Advisors
New York
$176M -$1.49M 23 0.44% Reduced
99
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$175M +$26.8M 10 0.42% Increased
100
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$173M +$5.84M 21 0.52% Increased