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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
Peconic Partners
Peconic Partners
New York
$543M -$18M 2 54.31% Reduced
77
Clal Insurance
Clal Insurance
Israel
$534M -$101M 8 6.1% Reduced
78
ALPS Advisors
ALPS Advisors
Colorado
$527M +$20.4M 25 4.66% Increased
79
VanEck Associates
VanEck Associates
New York
$521M +$35.9M 29 1.23% Increased
80
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$520M -$25.5M 39 0.68% Reduced
81
Bahl & Gaynor
Bahl & Gaynor
Ohio
$519M -$14M 5 3.16% Reduced
82
Bessemer Group
Bessemer Group
New Jersey
$498M +$8.01M 17 1.08% Increased
83
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$492M -$18M 40 0.4% Reduced
84
ICP
Inclusive Capital Partners
California
$485M +$43.3M 2 44.93% Increased
85
Stifel Financial
Stifel Financial
Missouri
$476M +$34.8M 36 0.71% Increased
86
Jane Street
Jane Street
New York
$475M +$30.8M 60 0.19% Increased
87
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$468M +$11.4M 42 0.59% Increased
88
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$460M -$62.6M 44 0.48% Reduced
89
Fisher Asset Management
Fisher Asset Management
Washington
$459M +$10.1M 8 0.29% Increased
90
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$458M +$254K 47 0.42% Increased
91
Erste Asset Management
Erste Asset Management
Austria
$436M +$105M 20 8.68% Increased
92
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$433M -$12.2M 41 0.88% Reduced
93
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$428M +$3M 4 1.44% Increased
94
Findlay Park Partners
Findlay Park Partners
United Kingdom
$428M -$60M 1 2.91% Reduced
95
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$424M -$30.4M 20 0.86% Reduced
96
Fred Alger Management
Fred Alger Management
New York
$414M +$129M 6 0.98% Increased
97
Putnam Investments
Putnam Investments
Massachusetts
$401M -$30.2M 6 0.62% Reduced
98
Tiger Global Management
Tiger Global Management
New York
$395M $0 1 0.73% Maintained
99
APG Asset Management
APG Asset Management
Netherlands
$390M -$23.4M 10 0.66% Reduced
100
Capital Research Global Investors
Capital Research Global Investors
California
$371M +$75.4M 3 0.09% Increased