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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
101
TD Asset Management
TD Asset Management
Ontario, Canada
$1.04B -$61.6M 16 0.9% Reduced
102
SG Americas Securities
SG Americas Securities
New York
$1.04B +$420M 38 0.58% Increased
103
CIBC Bancorp USA
CIBC Bancorp USA
Illinois
$1.03B -$1.57M 22 1.25% Reduced
104
William Blair & Company
William Blair & Company
Illinois
$1.03B -$12M 18 2.68% Reduced
105
Tidal Investments
Tidal Investments
Wisconsin
$1.02B +$136M 30 1.77% Increased
106
Hood River Capital Management
Hood River Capital Management
Florida
$990M -$99.3M 5 7.18% Reduced
107
Mariner
Mariner
Kansas
$973M -$75M 36 1.02% Reduced
108
Allspring Global Investments
Allspring Global Investments
North Carolina
$972M +$47.9M 16 1.49% Increased
109
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$958M +$520M 9 4.66% Increased
110
AGF Management
AGF Management
Ontario, Canada
$943M +$2.65M 11 3.66% Increased
111
ClearBridge Investments
ClearBridge Investments
New York
$937M -$230M 9 0.78% Reduced
112
Tiger Global Management
Tiger Global Management
New York
$937M -$179M 1 3.91% Reduced
113
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$902M +$40.8M 12 1.11% Increased
114
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$896M +$161M 44 1.13% Increased
115
Life Cycle Investment Partners
Life Cycle Investment Partners
$896M +$520M 3 4.18% Increased
116
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$874M -$119M 7 2.65% Reduced
117
Bessemer Group
Bessemer Group
New Jersey
$871M +$111M 25 1.2% Increased
118
Renaissance Technologies
Renaissance Technologies
New York
$863M +$145M 43 1.19% Increased
119
HRT Financial
HRT Financial
New York
$862M +$427M 26 1.57% Increased
120
Westfield Capital Management
Westfield Capital Management
Massachusetts
$856M -$244M 6 2.8% Reduced
121
Allianz Asset Management
Allianz Asset Management
Germany
$849M -$1.63M 18 0.69% Reduced
122
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$844M -$112M 9 0.55% Reduced
123
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$837M -$76.4M 35 1.6% Reduced
124
Robeco Schweiz
Robeco Schweiz
Switzerland
$836M +$125M 7 13.42% Increased
125
Natixis Advisors
Natixis Advisors
Massachusetts
$825M +$167K 19 0.93% Increased