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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
SIG
Senator Investment Group
New York
$305M +$293M 2 3.5% New
77
Ninety One (UK)
Ninety One (UK)
United Kingdom
$302M -$66.6M 2 2.1% Reduced
78
SAM
Southernsun Asset Management
Tennessee
$297M +$81.9M 1 6.05% Increased
79
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$296M +$2.74M 28 0.39% Increased
80
Frontier Capital Management
Frontier Capital Management
Massachusetts
$286M -$7.2M 3 2.12% Reduced
81
Baupost Group
Baupost Group
Massachusetts
$275M +$3.14M 1 7.8% Increased
82
Jennison Associates
Jennison Associates
New York
$274M +$67.4M 3 0.27% Increased
83
SAC Capital Advisors
SAC Capital Advisors
Connecticut
$269M -$64.1M 12 1.56% Reduced
84
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$265M -$10.4M 13 2.43% Reduced
85
Gates Capital Management
Gates Capital Management
New York
$263M +$165M 1 8.68% Increased
86
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$261M +$236M 2 1.21% New
87
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$261M -$15M 4 0.54% Reduced
88
Teachers Advisors
Teachers Advisors
New York
$252M +$31.6M 23 0.57% Increased
89
Nordea Investment Management
Nordea Investment Management
Sweden
$250M -$22.3M 8 1.24% Reduced
90
Principal Financial Group
Principal Financial Group
Iowa
$247M +$131M 14 0.46% Increased
91
YCMGA
York Capital Management Global Advisors
New York
$246M +$240M 1 3.39% New
92
Citadel Advisors
Citadel Advisors
Florida
$245M +$5.49M 25 0.32% Increased
93
Millennium Management
Millennium Management
New York
$243M +$106M 24 0.77% Increased
94
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$243M -$253M 8 0.14% Reduced
95
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$239M -$8.26M 10 0.62% Reduced
96
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$236M -$120M 30 0.11% Reduced
97
Renaissance Technologies
Renaissance Technologies
New York
$234M +$112M 23 0.55% Increased
98
VanEck Associates
VanEck Associates
New York
$228M +$156M 14 1.15% Increased
99
Panagora Asset Management
Panagora Asset Management
Massachusetts
$227M +$22.9M 13 1.05% Increased
100
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$225M -$4.25M 5 0.56% Reduced