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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

Hydrogen & Fuel Cells Solar Wind

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
76	Gates Capital Management New York	$311M	+$42M	1	9.12%	Increased
77	Soros Fund Management New York	$292M	-$100M	2	3.19%	Reduced
78	Ninety One (UK) London, United Kingdom	$290M	+$15.5M	4	1.77%	Increased
79	SAM Southernsun Asset Management Memphis, Tennessee	$287M	+$1.47M	1	5.59%	Increased
80	Gates Foundation Trust Kirkland, Washington	$282M	-$4.31M	1	1.41%	Reduced
81	PNC Financial Services Group Pittsburgh, Pennsylvania	$278M	-$59.3M	32	0.31%	Reduced
82	Victory Capital Management San Antonio, Texas	$270M	-$11.9M	7	0.99%	Reduced
83	Macquarie Group Sydney, NSW 2000, Australia	$265M	+$13.3M	11	0.55%	Increased
84	Russell Frank Company Seattle, Washington	$263M	-$71.6M	22	0.46%	Reduced
85	Brandes Investment Partners La Jolla, California	$257M	+$5.93M	3	3.62%	Increased
86	YCMGA York Capital Management Global Advisors New York	$246M	-$160M	1	2.21%	Reduced
87	Orbis Holdings Hamilton, Bermuda	$244M	+$114M	2	1.86%	Increased
88	FTCM Fir Tree Capital Management New York	$241M	-$500M	1	2.51%	Reduced
89	Lord, Abbett & Co Jersey City, New Jersey	$240M	-$131M	7	0.61%	Reduced
90	Putnam Investments Boston, Massachusetts	$239M	+$48.2M	7	0.49%	Increased
91	Fayez Sarofim & Co Houston, Texas	$238M	-$10.2M	2	1.13%	Reduced
92	HSBC Holdings London, United Kingdom	$236M	-$306M	9	0.49%	Reduced
93	Brandywine Global Investment Management Philadelphia, Pennsylvania	$235M	+$21.8M	10	1.57%	Increased
94	Teachers Advisors New York	$231M	-$44.4M	28	0.44%	Reduced
95	BCPEM Bain Capital Public Equity Management Boston, Massachusetts	$231M	+$62.4M	1	5.79%	Increased
96	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$231M	+$2.25M	26	0.54%	Increased
97	Sanders Capital West Palm Beach, Florida	$226M	-$59.9M	2	2.23%	Reduced
98	CC Carlson Capital Dallas, Texas	$220M	-$13.6M	4	2.17%	Reduced
99	New York State Teachers Retirement System (NYSTRS) Albany, New York	$217M	-$767K	11	0.55%	Reduced
100	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$214M	-$19.8M	4	0.51%	Reduced