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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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$278M -$64.2M 3 0.48% Reduced
77
Brandes Investment Partners
Brandes Investment Partners
California
$275M -$3.66M 3 4.21% Reduced
78
Ninety One (UK)
Ninety One (UK)
United Kingdom
$275M +$13.4M 7 1.42% Increased
79
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$270M +$52.7M 7 0.14% Increased
80
Renaissance Technologies
Renaissance Technologies
New York
$265M +$647K 25 0.5% Increased
81
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$258M +$82.6M 3 1.06% Increased
82
SAM
Southernsun Asset Management
Tennessee
$253M -$45M 1 6.63% Reduced
83
Point72 Asset Management
Point72 Asset Management
Connecticut
$249M +$141M 14 1.7% Increased
84
Aristotle Capital Management
Aristotle Capital Management
California
$242M +$4.91M 1 2.62% Increased
85
Orbis Allan Gray
Orbis Allan Gray
Bermuda
$237M +$27.5M 2 1.8% Increased
86
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$234M -$24.2M 25 0.5% Reduced
87
Nordea Investment Management
Nordea Investment Management
Sweden
$232M -$2.28M 7 0.65% Reduced
88
Teachers Advisors
Teachers Advisors
New York
$232M -$32.4M 26 0.4% Reduced
89
VOYA Investment Management
VOYA Investment Management
Georgia
$227M +$86.6M 25 0.56% Increased
90
BRC
Blue Ridge Capital
New York
$227M +$302K 1 2.93% Increased
91
RP
RR Partners
New York
$217M -$17M 1 9.42% Reduced
92
First Trust Advisors
First Trust Advisors
Illinois
$212M -$15.4M 28 0.67% Reduced
93
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$201M -$3.47M 12 0.53% Reduced
94
Samlyn Capital
Samlyn Capital
New York
$199M +$24.3M 2 4.76% Increased
95
Putnam Investments
Putnam Investments
Massachusetts
$198M +$10.6M 7 0.48% Increased
96
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$195M -$23.8M 3 0.43% Reduced
97
Two Sigma Investments
Two Sigma Investments
New York
$192M -$736K 16 0.82% Reduced
98
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$191M -$81.3M 4 0.4% Reduced
99
Barclays
Barclays
United Kingdom
$190M +$84.3M 33 0.25% Increased
100
PGGM Investments
PGGM Investments
Netherlands
$182M +$39.7M 4 0.93% Increased