← 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
First Eagle Investment Management
First Eagle Investment Management
New York
$310M +$4.67M 3 0.77% Increased
77
Citigroup
Citigroup
New York
$277M +$125M 48 0.28% Increased
78
Federated Hermes
Federated Hermes
Pennsylvania
$276M -$52.8M 18 0.87% Reduced
79
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$275M +$22.3M 3 0.15% Increased
80
Neuberger Berman Group
Neuberger Berman Group
New York
$268M +$99.4M 11 0.35% Increased
81
Nordea Investment Management
Nordea Investment Management
Sweden
$267M +$9.12M 9 0.91% Increased
82
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$256M -$26.7M 32 0.24% Reduced
83
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$244M +$47.6M 7 0.73% Increased
84
DnB Asset Management
DnB Asset Management
Norway
$243M -$46.1M 13 5.2% Reduced
85
Carlyle Group
Carlyle Group
District of Columbia
$243M +$13.8M 2 3.2% Increased
86
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$242M -$2.09M 26 0.59% Reduced
87
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$241M +$89.5M 10 1.11% Increased
88
RP
RR Partners
New York
$241M -$1.63M 1 9.51% Reduced
89
Aristotle Capital Management
Aristotle Capital Management
California
$238M +$3.06M 2 2.87% Increased
90
Teachers Advisors
Teachers Advisors
New York
$237M +$4.14M 27 0.44% Increased
91
SAM
Southernsun Asset Management
Tennessee
$237M -$11.7M 1 5.69% Reduced
92
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$234M +$1.95M 4 0.53% Increased
93
Putnam Investments
Putnam Investments
Massachusetts
$230M -$17.1M 8 0.52% Reduced
94
Brandes Investment Partners
Brandes Investment Partners
California
$230M -$52M 3 3.36% Reduced
95
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$227M -$593K 12 0.47% Reduced
96
Swiss National Bank
Swiss National Bank
Switzerland
$223M +$1.71M 24 0.54% Increased
97
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$220M -$4.28M 12 0.58% Reduced
98
VanEck Associates
VanEck Associates
New York
$218M -$115K 14 1.73% Reduced
99
Numeric Investors
Numeric Investors
Massachusetts
$217M -$9.59M 11 2.33% Reduced
100
HSBC Holdings
HSBC Holdings
United Kingdom
$215M -$24.2M 10 0.52% Reduced