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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
Brandes Investment Partners
Brandes Investment Partners
California
$312M +$38.7M 3 4.29% Increased
77
UBS Group
UBS Group
Switzerland
$304M -$57.7M 49 0.21% Reduced
78
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$300M +$13M 7 0.76% Increased
79
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$297M +$384K 37 0.33% Increased
80
Putnam Investments
Putnam Investments
Massachusetts
$295M +$12M 10 0.59% Increased
81
Macquarie Group
Macquarie Group
Australia
$293M +$41.5M 11 0.57% Increased
82
Gates Foundation Trust
Gates Foundation Trust
Washington
$290M $0 1 1.55% Maintained
83
Russell Frank Company
Russell Frank Company
Washington
$277M -$17M 23 0.51% Reduced
84
Adage Capital Partners
Adage Capital Partners
Massachusetts
$272M -$101M 6 0.66% Reduced
85
SAM
Southernsun Asset Management
Tennessee
$266M +$51.7M 1 4.98% Increased
86
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$266M +$19.3M 9 1.72% Increased
87
Soros Fund Management
Soros Fund Management
New York
$265M -$84.2M 1 2.61% Reduced
88
YCMGA
York Capital Management Global Advisors
New York
$260M +$1.66M 1 1.78% Increased
89
Samlyn Capital
Samlyn Capital
New York
$258M +$114M 2 4.14% Increased
90
CC
Carlson Capital
Texas
$255M +$20.6M 4 2.84% Increased
91
FTCM
Fir Tree Capital Management
New York
$253M $0 1 3.6% Maintained
92
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$253M -$3.04M 26 0.6% Reduced
93
Two Sigma Investments
Two Sigma Investments
New York
$250M -$151M 20 1.17% Reduced
94
Teachers Advisors
Teachers Advisors
New York
$250M -$9.66M 28 0.47% Reduced
95
First Trust Advisors
First Trust Advisors
Illinois
$249M +$61.6M 25 0.73% Increased
96
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$246M -$9.65M 2 1.21% Reduced
97
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$244M +$1.56M 4 0.57% Increased
98
BRC
Blue Ridge Capital
New York
$241M +$83.8M 1 2.75% Increased
99
VanEck Associates
VanEck Associates
New York
$240M +$11M 15 1.39% Increased
100
Nordea Investment Management
Nordea Investment Management
Sweden
$233M +$6.04M 8 0.84% Increased