← 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
Bahl & Gaynor
Bahl & Gaynor
Ohio
$488M -$32.4M 5 3.1% Reduced
77
Victory Capital Management
Victory Capital Management
Texas
$479M -$5.74M 32 0.53% Reduced
78
Findlay Park Partners
Findlay Park Partners
United Kingdom
$477M -$189M 1 3.31% Reduced
79
GGHC
Gilder Gagnon Howe & Co
New York
$474M -$18M 2 2.35% Reduced
80
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$474M -$15M 32 0.53% Reduced
81
HSBC Holdings
HSBC Holdings
United Kingdom
$466M +$196M 34 0.62% Increased
82
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$460M +$9.77M 42 0.46% Increased
83
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$458M +$70.3M 10 1.21% Increased
84
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$458M +$32.8M 33 0.42% Increased
85
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$453M -$44.9M 7 0.15% Reduced
86
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$449M +$2.83M 16 1.02% Increased
87
Renaissance Technologies
Renaissance Technologies
New York
$449M -$423M 33 0.49% Reduced
88
SCH
Sylebra Capital (HK)
Hong Kong
$445M -$311M 2 11.3% Reduced
89
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings
Israel
$443M +$307K 20 5.23% Increased
90
ICP
Inclusive Capital Partners
California
$437M +$480M 3 44.34% New
91
Two Sigma Investments
Two Sigma Investments
New York
$432M +$91.7M 22 1.24% Increased
92
Peconic Partners
Peconic Partners
New York
$424M -$11.8M 4 50.78% Reduced
93
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$419M +$5.57M 31 0.59% Increased
94
Two Sigma Advisers
Two Sigma Advisers
New York
$412M +$79.9M 22 1.1% Increased
95
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$408M +$17.9M 36 1.02% Increased
96
Stifel Financial
Stifel Financial
Missouri
$407M +$26.4M 32 0.73% Increased
97
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$402M +$4.48M 3 1.54% Increased
98
ALPS Advisors
ALPS Advisors
Colorado
$393M +$93.8M 21 4.43% Increased
99
Putnam Investments
Putnam Investments
Massachusetts
$376M -$131M 9 0.67% Reduced
100
Bessemer Group
Bessemer Group
New Jersey
$375M +$79.5M 15 0.99% Increased