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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
HSBC Holdings
HSBC Holdings
United Kingdom
$611M -$112M 26 0.73% Reduced
77
Fidelity International
Fidelity International
Bermuda
$603M -$18.7M 19 0.69% Reduced
78
Boston Partners
Boston Partners
Massachusetts
$599M +$345M 8 0.82% Increased
79
Macquarie Group
Macquarie Group
Australia
$595M -$114M 20 0.71% Reduced
80
California Public Employees Retirement System
California Public Employees Retirement System
California
$585M -$78.5M 17 0.52% Reduced
81
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$575M +$62M 10 2.4% Increased
82
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$566M +$28.4M 13 0.9% Increased
83
OC
ORIX Corp
Japan
$566M $0 1 100% Maintained
84
TPG GP A
TPG GP A
Texas
$554M +$484M 1 9.03% New
85
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$541M +$463K 25 1.17% Increased
86
Two Sigma Advisers
Two Sigma Advisers
New York
$535M -$206M 29 1.38% Reduced
87
DZ Bank
DZ Bank
Germany
$525M +$115M 22 0.86% Increased
88
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$523M +$1.05M 57 0.46% Increased
89
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$514M -$5.58M 45 0.76% Reduced
90
Storebrand Asset Management
Storebrand Asset Management
Norway
$513M +$80.4M 25 2.6% Increased
91
Putnam Investments
Putnam Investments
Massachusetts
$508M +$750K 10 0.82% Increased
92
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$504M -$13.1M 45 0.68% Reduced
93
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$499M +$166M 75 0.11% Increased
94
Prudential Financial
Prudential Financial
New Jersey
$499M +$8.88M 34 0.78% Increased
95
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$495M -$428K 41 0.94% Reduced
96
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$491M +$9.95M 5 1.72% Increased
97
Victory Capital Management
Victory Capital Management
Texas
$491M -$1.28M 37 0.55% Reduced
98
Envestnet Asset Management
Envestnet Asset Management
Illinois
$491M +$363M 42 0.24% Increased
99
Point72 Asset Management
Point72 Asset Management
Connecticut
$485M +$42.8M 34 1.5% Increased
100
ECP
Electron Capital Partners
New York
$481M -$111M 9 20.85% Reduced