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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
AL
AJO LP
Pennsylvania
$305M -$67.3M 2 1.3% Reduced
77
Gates Foundation Trust
Gates Foundation Trust
Washington
$300M -$35 1 1.76% Reduced
78
UBS Group
UBS Group
Switzerland
$298M -$2.8M 49 0.2% Reduced
79
American Century Companies
American Century Companies
Missouri
$286M -$20.4M 8 0.32% Reduced
80
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$282M -$18.4M 32 0.34% Reduced
81
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$281M +$7.78M 7 1.76% Increased
82
Putnam Investments
Putnam Investments
Massachusetts
$273M -$1.75M 13 0.55% Reduced
83
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$271M -$18.5M 5 0.72% Reduced
84
RP
RR Partners
New York
$264M -$155M 1 9.77% Reduced
85
Millennium Management
Millennium Management
New York
$259M -$294M 30 0.49% Reduced
86
Point72 Asset Management
Point72 Asset Management
Connecticut
$254M -$142M 11 1.76% Reduced
87
Gates Capital Management
Gates Capital Management
New York
$254M +$44.8M 1 8.42% Increased
88
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$253M +$64.8M 13 0.5% Increased
89
Teachers Advisors
Teachers Advisors
New York
$249M +$3.14M 27 0.46% Increased
90
Nordea Investment Management
Nordea Investment Management
Sweden
$249M +$13.5M 9 0.87% Increased
91
WBC
Westpac Banking Corp
Australia
$248M +$29.3M 8 2.42% Increased
92
VanEck Associates
VanEck Associates
New York
$243M +$1.92M 15 1.44% Increased
93
Soros Fund Management
Soros Fund Management
New York
$239M $0 1 2.22% Maintained
94
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$236M -$10.2M 25 0.57% Reduced
95
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$231M -$6.83M 5 0.53% Reduced
96
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$230M -$10.1M 2 1.17% Reduced
97
Aristotle Capital Management
Aristotle Capital Management
California
$229M +$6.71M 2 2.7% Increased
98
Carlyle Group
Carlyle Group
District of Columbia
$229M +$247M 2 1.35% Increased
99
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$227M -$1.21M 12 0.59% Reduced
100
Numeric Investors
Numeric Investors
Massachusetts
$226M +$12.2M 12 2.6% Increased