← 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
Aristotle Capital Management
Aristotle Capital Management
California
$271M +$4.68M 2 2.56% Increased
77
Federated Hermes
Federated Hermes
Pennsylvania
$270M -$60.4M 16 0.81% Reduced
78
Ninety One (UK)
Ninety One (UK)
United Kingdom
$268M -$17.6M 9 1.4% Reduced
79
Brandes Investment Partners
Brandes Investment Partners
California
$266M -$15.8M 3 3.99% Reduced
80
Nordea Investment Management
Nordea Investment Management
Sweden
$264M -$4.42M 8 0.7% Reduced
81
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$260M -$11M 26 0.53% Reduced
82
Orbis Allan Gray
Orbis Allan Gray
Bermuda
$258M -$10.3M 2 1.85% Reduced
83
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$257M +$60.9M 7 0.78% Increased
84
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$257M +$37.9M 33 0.37% Increased
85
Victory Capital Management
Victory Capital Management
Texas
$244M +$27.4M 13 0.62% Increased
86
Pzena Investment Management
Pzena Investment Management
New York
$240M -$64.3M 2 1.37% Reduced
87
Putnam Investments
Putnam Investments
Massachusetts
$236M -$18.1M 8 0.57% Reduced
88
Fred Alger Management
Fred Alger Management
New York
$229M +$76.8M 3 1.24% Increased
89
OppenheimerFunds
OppenheimerFunds
New York
$228M +$18.3M 16 0.29% Increased
90
SAM
Southernsun Asset Management
Tennessee
$227M +$11.4M 1 5.79% Increased
91
Peconic Partners
Peconic Partners
New York
$226M +$36.3M 2 29.85% Increased
92
Two Sigma Investments
Two Sigma Investments
New York
$225M -$28.6M 20 0.86% Reduced
93
LM
Luminus Management
Texas
$221M +$63.1M 6 4.97% Increased
94
Millennium Management
Millennium Management
New York
$219M -$154M 29 0.46% Reduced
95
DnB Asset Management
DnB Asset Management
Norway
$219M +$1.71M 12 4.01% Increased
96
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$218M -$10.3M 4 0.46% Reduced
97
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$216M +$2.17M 25 0.55% Increased
98
VOYA Investment Management
VOYA Investment Management
Georgia
$215M -$87.5M 25 0.51% Reduced
99
Citigroup
Citigroup
New York
$208M +$68.7M 41 0.19% Increased
100
Adage Capital Partners
Adage Capital Partners
Massachusetts
$207M -$97.8M 5 0.57% Reduced