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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
Federated Hermes
Federated Hermes
Pennsylvania
$352M +$94.7M 21 0.79% Increased
77
ClearBridge Investments
ClearBridge Investments
New York
$349M -$10.9M 10 0.29% Reduced
78
Citigroup
Citigroup
New York
$347M -$9.9M 45 0.25% Reduced
79
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$341M +$329M 15 0.9% New
80
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$335M +$17.6M 27 0.57% Increased
81
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$330M +$97.1M 4 0.8% Increased
82
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$305M +$34.5M 5 2.07% Increased
83
AL
AJO LP
Pennsylvania
$305M +$101M 5 1.8% Increased
84
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$304M -$31.5M 6 1.01% Reduced
85
Eaton Vance Management
Eaton Vance Management
Massachusetts
$299M -$27M 6 0.59% Reduced
86
Fidelity International
Fidelity International
Bermuda
$298M +$143M 9 0.41% Increased
87
DZ Bank
DZ Bank
Germany
$296M +$98.2M 7 0.78% Increased
88
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$293M +$47.8M 15 5.07% Increased
89
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$292M +$4.68M 5 0.73% Increased
90
Sanders Capital
Sanders Capital
Florida
$291M +$41.2M 1 1.03% Increased
91
Stifel Financial
Stifel Financial
Missouri
$285M +$6.26M 22 0.59% Increased
92
D.E. Shaw & Co
D.E. Shaw & Co
New York
$283M -$164M 24 0.32% Reduced
93
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$281M -$33.4M 5 6.71% Reduced
94
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$278M +$49.7M 5 3.1% Increased
95
Epoch Investment Partners
Epoch Investment Partners
New York
$272M -$26.2M 1 1.18% Reduced
96
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$271M +$137M 40 0.08% Increased
97
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$267M -$9.93M 9 1.88% Reduced
98
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$257M +$12.6M 28 0.82% Increased
99
Two Sigma Advisers
Two Sigma Advisers
New York
$256M -$28.6M 26 0.59% Reduced
100
Ninety One (UK)
Ninety One (UK)
United Kingdom
$253M +$17.3M 3 0.84% Increased