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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
National Pension Service
National Pension Service
South Korea
$621M -$31.2M 6 0.59% Reduced
77
American Century Companies
American Century Companies
Missouri
$605M -$56.3M 32 0.35% Reduced
78
Balyasny Asset Management
Balyasny Asset Management
Illinois
$589M +$171M 26 0.88% Increased
79
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$577M +$229M 74 0.09% Increased
80
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$576M +$136M 2 0.44% Increased
81
Victory Capital Management
Victory Capital Management
Texas
$560M -$29.7M 33 0.55% Reduced
82
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$549M -$27.1M 58 0.37% Reduced
83
Holocene Advisors
Holocene Advisors
New York
$546M +$152M 9 1.75% Increased
84
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$546M +$184M 20 0.88% Increased
85
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$538M +$38.4M 25 0.52% Increased
86
California Public Employees Retirement System
California Public Employees Retirement System
California
$530M -$137M 16 0.35% Reduced
87
HCC
Hill City Capital
Massachusetts
$526M +$77.6M 3 33.69% Increased
88
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$519M -$27.7M 23 1.98% Reduced
89
Bahl & Gaynor
Bahl & Gaynor
Ohio
$516M -$10.5M 5 2.73% Reduced
90
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$508M +$271M 9 0.41% Increased
91
ECP
Electron Capital Partners
New York
$500M -$130M 12 26.02% Reduced
92
Jane Street
Jane Street
New York
$498M +$88.4M 72 0.11% Increased
93
Federated Hermes
Federated Hermes
Pennsylvania
$494M +$130M 22 1.08% Increased
94
National Bank of Canada
National Bank of Canada
Quebec, Canada
$493M -$267M 41 0.52% Reduced
95
LPL Financial
LPL Financial
California
$490M +$12.7M 47 0.2% Increased
96
Storebrand Asset Management
Storebrand Asset Management
Norway
$489M +$5.28M 26 1.49% Increased
97
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$466M -$55.4M 39 0.54% Reduced
98
Allianz Asset Management
Allianz Asset Management
Germany
$465M -$91M 17 0.62% Reduced
99
London Company of Virginia
London Company of Virginia
Virginia
$465M -$26.2M 1 2.54% Reduced
100
Corient Private Wealth
Corient Private Wealth
Florida
$462M -$27.8M 21 0.77% Reduced