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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
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$276M +$26.9M 3 0.14% Increased
77
First Trust Advisors
First Trust Advisors
Illinois
$269M +$86.5M 29 0.86% Increased
78
Nordea Investment Management
Nordea Investment Management
Sweden
$269M +$7.68M 9 0.81% Increased
79
SAM
Southernsun Asset Management
Tennessee
$264M -$24.4M 1 6.67% Reduced
80
Millennium Management
Millennium Management
New York
$263M -$225M 25 0.66% Reduced
81
Two Sigma Advisers
Two Sigma Advisers
New York
$259M -$62.6M 16 1.45% Reduced
82
Aristotle Capital Management
Aristotle Capital Management
California
$259M +$6.63M 2 3% Increased
83
Adage Capital Partners
Adage Capital Partners
Massachusetts
$256M -$88.4M 4 0.69% Reduced
84
RP
RR Partners
New York
$255M $0 1 10.04% Maintained
85
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$254M -$19.2M 32 0.22% Reduced
86
Brandes Investment Partners
Brandes Investment Partners
California
$252M +$25.2M 3 3.61% Increased
87
Federated Hermes
Federated Hermes
Pennsylvania
$250M -$11.6M 19 0.78% Reduced
88
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$248M +$20.7M 8 0.78% Increased
89
Renaissance Technologies
Renaissance Technologies
New York
$242M -$232M 26 0.46% Reduced
90
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$241M +$1.67M 4 0.54% Increased
91
WBC
Westpac Banking Corp
Australia
$240M +$54.7M 7 2.61% Increased
92
BRC
Blue Ridge Capital
New York
$230M -$13.1K 1 2.79% Reduced
93
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$230M +$103M 3 0.86% Increased
94
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$226M +$416K 12 0.6% Increased
95
DnB Asset Management
DnB Asset Management
Norway
$222M +$30.3M 13 4.64% Increased
96
Credit Agricole
Credit Agricole
France
$220M +$39.1M 10 1.04% Increased
97
Natixis
Natixis
France
$210M +$118M 2 3.53% Increased
98
Orbis Allan Gray
Orbis Allan Gray
Bermuda
$210M +$192M 2 1.71% New
99
Numeric Investors
Numeric Investors
Massachusetts
$209M +$9.27M 9 2.2% Increased
100
Putnam Investments
Putnam Investments
Massachusetts
$208M -$18.5M 8 0.49% Reduced