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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
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$305M -$27.3M 5 8.27% Reduced
77
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$304M +$27.9M 28 0.35% Increased
78
Jennison Associates
Jennison Associates
New York
$293M -$25.9M 9 0.29% Reduced
79
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$288M -$692K 5 0.72% Reduced
80
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$285M +$87.6M 4 0.71% Increased
81
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$284M -$653K 26 0.56% Reduced
82
USAA
United Services Automobile Association
Texas
$284M +$24.9M 22 0.71% Increased
83
Eaton Vance Management
Eaton Vance Management
Massachusetts
$284M +$6.41M 5 0.62% Increased
84
Citadel Advisors
Citadel Advisors
Florida
$280M +$56.8M 37 0.13% Increased
85
Stifel Financial
Stifel Financial
Missouri
$275M +$9.08M 22 0.71% Increased
86
Prudential plc
Prudential plc
United Kingdom
$272M +$23M 5 0.83% Increased
87
Sanders Capital
Sanders Capital
Florida
$270M +$141K 1 1.24% Increased
88
Epoch Investment Partners
Epoch Investment Partners
New York
$267M +$114M 1 1.21% Increased
89
Adage Capital Partners
Adage Capital Partners
Massachusetts
$267M +$73.8M 8 0.66% Increased
90
Two Sigma Advisers
Two Sigma Advisers
New York
$265M -$222M 22 0.66% Reduced
91
Federated Hermes
Federated Hermes
Pennsylvania
$263M +$9.11M 17 0.64% Increased
92
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$257M -$30.8M 10 1.78% Reduced
93
Clal Insurance
Clal Insurance
Israel
$253M -$1.14M 2 5.82% Reduced
94
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$252M -$61.4M 4 2% Reduced
95
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$245M -$45.4M 6 0.1% Reduced
96
American Century Companies
American Century Companies
Missouri
$242M +$44.7M 7 0.24% Increased
97
LM
Luminus Management
Texas
$230M -$138M 6 5.51% Reduced
98
Nordea Investment Management
Nordea Investment Management
Sweden
$229M -$106M 5 0.51% Reduced
99
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$225M +$7.88M 25 0.86% Increased
100
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$224M +$55.1M 4 2.39% Increased