← All themes

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
BlackRock
BlackRock
New York
$315M -$30.4M 27 0.51% Reduced
77
Teachers Advisors
Teachers Advisors
New York
$314M +$42.2M 24 0.68% Increased
78
Ninety One (UK)
Ninety One (UK)
United Kingdom
$313M -$3.13M 4 2.09% Reduced
79
OppenheimerFunds
OppenheimerFunds
New York
$310M -$13.9M 6 0.37% Reduced
80
SIG
Senator Investment Group
New York
$298M -$25.2M 1 3.54% Reduced
81
Two Sigma Investments
Two Sigma Investments
New York
$297M +$83.3M 15 1.59% Increased
82
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$297M +$49.2M 27 0.14% Increased
83
YCMGA
York Capital Management Global Advisors
New York
$295M +$31.5M 1 3.42% Increased
84
SAM
Southernsun Asset Management
Tennessee
$290M +$5.5M 1 5.81% Increased
85
Bessemer Group
Bessemer Group
New Jersey
$289M +$53.1M 13 1.95% Increased
86
Victory Capital Management
Victory Capital Management
Texas
$289M -$52.7M 6 1.96% Reduced
87
Citadel Advisors
Citadel Advisors
Florida
$285M +$25.4M 30 0.33% Increased
88
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$282M -$104M 29 0.45% Reduced
89
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$279M +$838K 4 0.59% Increased
90
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$279M +$13M 11 2.42% Increased
91
Capital International Investors
Capital International Investors
California
$279M -$64.7M 3 0.75% Reduced
92
Soros Fund Management
Soros Fund Management
New York
$273M +$51.1M 4 2.7% Increased
93
Gates Capital Management
Gates Capital Management
New York
$268M +$16.1M 1 7.87% Increased
94
Jennison Associates
Jennison Associates
New York
$264M -$7.73M 3 0.25% Reduced
95
Panagora Asset Management
Panagora Asset Management
Massachusetts
$257M +$13.1M 16 1.22% Increased
96
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$255M -$11.9M 2 1.22% Reduced
97
Macquarie Group
Macquarie Group
Australia
$251M +$31.8M 9 0.43% Increased
98
HSBC Holdings
HSBC Holdings
United Kingdom
$251M +$118M 6 0.6% Increased
99
Renaissance Technologies
Renaissance Technologies
New York
$248M -$19.3M 28 0.59% Reduced
100
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$242M +$4.73M 5 0.59% Increased