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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
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$551M -$18.7M 58 0.38% Reduced
77
Primecap Management
Primecap Management
California
$540M +$331M 5 0.4% Increased
78
Truist Financial
Truist Financial
North Carolina
$515M +$66.8M 19 0.78% Increased
79
California Public Employees Retirement System
California Public Employees Retirement System
California
$513M -$14.3M 17 0.36% Reduced
80
National Pension Service
National Pension Service
South Korea
$493M -$13.1M 7 0.59% Reduced
81
Fidelity International
Fidelity International
Bermuda
$487M +$27.8M 18 0.48% Increased
82
Select Equity Group
Select Equity Group
New York
$484M +$76.6M 2 1.71% Increased
83
Macquarie Group
Macquarie Group
Australia
$482M +$22.5M 21 0.55% Increased
84
ECP
Electron Capital Partners
New York
$478M -$37.8M 14 20.96% Reduced
85
Corient Private Wealth
Corient Private Wealth
Florida
$474M -$9.64M 22 0.84% Reduced
86
Erste Asset Management
Erste Asset Management
Austria
$472M +$37.9M 21 6.42% Increased
87
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$468M -$19.8M 34 0.69% Reduced
88
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$465M -$757K 39 0.59% Reduced
89
Acadian Asset Management
Acadian Asset Management
Massachusetts
$459M -$455M 10 1.6% Reduced
90
Clal Insurance
Clal Insurance
Israel
$458M -$85M 8 5.15% Reduced
91
Storebrand Asset Management
Storebrand Asset Management
Norway
$457M -$25.2M 27 1.56% Reduced
92
LPL Financial
LPL Financial
California
$455M -$9.37M 55 0.24% Reduced
93
Two Sigma Investments
Two Sigma Investments
New York
$451M +$132M 33 1.06% Increased
94
HCC
Hill City Capital
Massachusetts
$445M +$38.5M 3 32.78% Increased
95
Russell Investments Group
Russell Investments Group
United Kingdom
$442M +$11.1M 43 0.7% Increased
96
OC
ORIX Corp
Japan
$442M $0 1 100% Maintained
97
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$441M +$14.1M 6 1.69% Increased
98
Aberdeen Group
Aberdeen Group
United Kingdom
$439M -$14.7M 17 0.86% Reduced
99
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$439M -$3.66M 4 0.27% Reduced
100
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$432M -$61.8M 77 0.07% Reduced