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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
HCM
Highfields Capital Management
Massachusetts
$244M -$50.3M 1 2.15% Reduced
77
UBS Group
UBS Group
Switzerland
$240M -$15.4M 51 0.17% Reduced
78
American Century Companies
American Century Companies
Missouri
$233M -$33.3M 9 0.28% Reduced
79
Nordea Investment Management
Nordea Investment Management
Sweden
$232M +$7.43M 9 0.85% Increased
80
RP
RR Partners
New York
$228M -$25.2M 1 9.75% Reduced
81
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$224M +$6.33M 26 0.58% Increased
82
Aristotle Capital Management
Aristotle Capital Management
California
$221M +$2.42M 2 2.76% Increased
83
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$216M -$3.17M 4 0.53% Reduced
84
Putnam Investments
Putnam Investments
Massachusetts
$215M -$25.8M 10 0.48% Reduced
85
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$214M +$55.6M 3 0.12% Increased
86
Teachers Advisors
Teachers Advisors
New York
$213M -$12.5M 28 0.42% Reduced
87
HSBC Holdings
HSBC Holdings
United Kingdom
$212M +$8.28M 10 0.54% Increased
88
Soros Fund Management
Soros Fund Management
New York
$206M $0 1 3.12% Maintained
89
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$206M -$6M 12 0.58% Reduced
90
BRC
Blue Ridge Capital
New York
$203M $0 1 2.34% Maintained
91
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$203M -$39.7M 10 0.43% Reduced
92
Swiss National Bank
Swiss National Bank
Switzerland
$203M +$21.1M 24 0.52% Increased
93
DnB Asset Management
DnB Asset Management
Norway
$203M +$91.2M 12 5.06% Increased
94
Gates Capital Management
Gates Capital Management
New York
$197M +$2.94M 1 7.61% Increased
95
Numeric Investors
Numeric Investors
Massachusetts
$193M -$15M 11 2.25% Reduced
96
Artisan Partners
Artisan Partners
Wisconsin
$192M +$61.2M 2 0.39% Increased
97
Two Sigma Advisers
Two Sigma Advisers
New York
$191M +$61.4M 13 1.21% Increased
98
Gates Foundation Trust
Gates Foundation Trust
Washington
$187M -$47.9M 1 1.09% Reduced
99
VM
Valinor Management
New York
$185M +$18.7M 1 4.88% Increased
100
Eaton Vance Management
Eaton Vance Management
Massachusetts
$183M -$18.4M 5 0.56% Reduced