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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
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$342M -$17.8M 43 0.23% Reduced
77
Teachers Advisors
Teachers Advisors
New York
$341M +$17.8M 27 0.7% Increased
78
Sanders Capital
Sanders Capital
Florida
$334M -$3.01M 2 3.72% Reduced
79
Renaissance Technologies
Renaissance Technologies
New York
$333M +$74.7M 21 0.77% Increased
80
Ninety One (UK)
Ninety One (UK)
United Kingdom
$328M +$54.3M 5 1.91% Increased
81
SAM
Southernsun Asset Management
Tennessee
$317M +$13.7M 1 5.77% Increased
82
Macquarie Group
Macquarie Group
Australia
$311M +$56.4M 9 0.69% Increased
83
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$301M +$8.63M 30 0.46% Increased
84
Capital International Investors
Capital International Investors
California
$300M -$1.11M 3 0.77% Reduced
85
PointState Capital
PointState Capital
New York
$293M +$234M 2 3.68% Increased
86
AL
AJO LP
Pennsylvania
$287M -$16.9M 5 1.23% Reduced
87
American Century Companies
American Century Companies
Missouri
$283M -$72.6M 12 0.32% Reduced
88
Jennison Associates
Jennison Associates
New York
$279M -$2.31M 3 0.26% Reduced
89
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$279M -$3.86M 4 0.57% Reduced
90
Two Sigma Investments
Two Sigma Investments
New York
$277M -$23.4M 15 1.25% Reduced
91
Gates Capital Management
Gates Capital Management
New York
$271M -$8.89M 1 7.22% Reduced
92
OppenheimerFunds
OppenheimerFunds
New York
$269M -$51.7M 6 0.3% Reduced
93
Panagora Asset Management
Panagora Asset Management
Massachusetts
$267M +$12.7M 15 1.29% Increased
94
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$267M +$23.8M 5 0.61% Increased
95
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$265M -$33.3M 12 2.07% Reduced
96
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$261M -$8.41M 2 1.2% Reduced
97
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$237M +$3.31M 25 0.6% Increased
98
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$233M +$185M 4 1.2% Increased
99
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$233M -$8.03M 10 0.61% Reduced
100
Capital Research Global Investors
Capital Research Global Investors
California
$218M -$203M 3 0.08% Reduced