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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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$237M -$11M 10 0.62% Reduced
102
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$231M -$842K 22 0.61% Reduced
103
Peconic Partners
Peconic Partners
New York
$230M -$1.83M 3 21.79% Reduced
104
First Trust Advisors
First Trust Advisors
Illinois
$214M +$16.2M 25 0.94% Increased
105
VanEck Associates
VanEck Associates
New York
$213M -$15.3M 15 1.06% Reduced
106
Barclays
Barclays
United Kingdom
$211M -$14M 35 0.24% Reduced
107
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$210M -$6.52M 22 0.62% Reduced
108
1832 Asset Management
1832 Asset Management
Ontario, Canada
$194M -$10.3M 7 0.67% Reduced
109
Aristotle Capital Management
Aristotle Capital Management
California
$194M +$854K 3 2.81% Increased
110
Cambiar Investors
Cambiar Investors
Colorado
$191M -$11.5M 2 2.83% Reduced
111
Glenview Capital Management
Glenview Capital Management
New York
$187M $0 1 1.23% Maintained
112
Neuberger Berman Group
Neuberger Berman Group
New York
$186M +$22.3M 16 0.19% Increased
113
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$183M -$22.8M 16 0.59% Reduced
114
Nordea Investment Management
Nordea Investment Management
Sweden
$182M -$72.6M 8 0.85% Reduced
115
SONJCPFA
State of New Jersey Common Pension Fund A
New Jersey
$181M -$43.9M 7 0.85% Reduced
116
BCPEM
Bain Capital Public Equity Management
Massachusetts
$180M +$174M 1 4.8% New
117
Westfield Capital Management
Westfield Capital Management
Massachusetts
$180M +$2.84M 4 1.08% Increased
118
AIM
Assured Investment Management
New York
$178M +$102M 3 2.89% Increased
119
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$177M +$3.14M 3 0.87% Increased
120
CRM
Cramer Rosenthal McGlynn
Connecticut
$177M +$7.5M 3 1.35% Increased
121
Credit Agricole
Credit Agricole
France
$173M +$20.5M 9 0.7% Increased
122
STRS Ohio
STRS Ohio
Ohio
$172M -$6.17M 14 0.78% Reduced
123
VOYA Investment Management
VOYA Investment Management
Georgia
$170M +$42.4M 17 0.39% Increased
124
TCW Group
TCW Group
California
$169M -$8.55M 5 0.7% Reduced
125
APG Asset Management
APG Asset Management
Netherlands
$169M +$19.6M 5 0.44% Increased