← 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
Gates Foundation Trust
Gates Foundation Trust
Washington
$325M +$4.37M 1 1.5% Increased
77
Teachers Advisors
Teachers Advisors
New York
$312M -$18M 28 0.63% Reduced
78
IAM
Iridian Asset Management
Connecticut
$310M +$317M 2 3.2% Increased
79
Macquarie Group
Macquarie Group
Australia
$309M +$35.8M 10 0.66% Increased
80
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$306M +$7.99M 34 0.45% Increased
81
Brandes Investment Partners
Brandes Investment Partners
California
$304M +$5.11M 3 4.04% Increased
82
Victory Capital Management
Victory Capital Management
Texas
$301M -$25.6M 5 2.27% Reduced
83
Sanders Capital
Sanders Capital
Florida
$296M +$4.18M 2 3.16% Increased
84
SAM
Southernsun Asset Management
Tennessee
$288M +$10.9M 1 5.66% Increased
85
BlackRock
BlackRock
New York
$288M -$51.3M 27 0.42% Reduced
86
Millennium Management
Millennium Management
New York
$279M +$132M 28 0.71% Increased
87
Federated Hermes
Federated Hermes
Pennsylvania
$278M -$101M 17 0.89% Reduced
88
Gates Capital Management
Gates Capital Management
New York
$271M +$35.5M 1 8.14% Increased
89
Ninety One (UK)
Ninety One (UK)
United Kingdom
$264M -$67.2M 3 1.56% Reduced
90
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$256M -$7.58M 2 1.19% Reduced
91
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$243M +$10.4M 26 0.6% Increased
92
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$241M +$11.5M 10 1.77% Increased
93
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$240M -$24.5M 5 0.58% Reduced
94
APG Asset Management
APG Asset Management
Netherlands
$234M +$20M 7 0.47% Increased
95
OppenheimerFunds
OppenheimerFunds
New York
$233M -$9.43M 6 0.26% Reduced
96
CC
Carlson Capital
Texas
$228M +$142M 5 2.46% Increased
97
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$227M -$3.44M 10 0.59% Reduced
98
Citigroup
Citigroup
New York
$224M -$127M 46 0.2% Reduced
99
Aristotle Capital Management
Aristotle Capital Management
California
$224M +$23.9M 3 2.94% Increased
100
First Trust Advisors
First Trust Advisors
Illinois
$222M +$25.4M 28 0.87% Increased