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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
APG Asset Management
APG Asset Management
Netherlands
$217M +$50M 5 0.46% Increased
102
Frontier Capital Management
Frontier Capital Management
Massachusetts
$217M -$67.7M 3 1.59% Reduced
103
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$216M +$2.51M 26 0.63% Increased
104
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$213M +$224M 7 0.85% New
105
Viking Global Investors
Viking Global Investors
Connecticut
$211M -$436M 1 0.92% Reduced
106
AIM
Assured Investment Management
New York
$210M +$53.3M 2 3.56% Increased
107
VOYA Investment Management
VOYA Investment Management
Georgia
$205M +$39.7M 21 0.47% Increased
108
Point72 Asset Management
Point72 Asset Management
Connecticut
$204M +$196M 10 1.31% New
109
Nordea Investment Management
Nordea Investment Management
Sweden
$204M +$23.7M 8 0.85% Increased
110
First Trust Advisors
First Trust Advisors
Illinois
$204M -$8.23M 25 0.85% Reduced
111
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$201M +$57.8M 8 1.14% Increased
112
Aristotle Capital Management
Aristotle Capital Management
California
$198M -$4.58M 3 2.64% Reduced
113
Eaton Vance Management
Eaton Vance Management
Massachusetts
$197M -$166M 7 0.58% Reduced
114
Glenview Capital Management
Glenview Capital Management
New York
$196M $0 1 1.13% Maintained
115
STRS Ohio
STRS Ohio
Ohio
$194M +$30M 13 0.87% Increased
116
Citadel Advisors
Citadel Advisors
Florida
$194M -$100M 28 0.22% Reduced
117
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$189M -$3.77M 3 0.88% Reduced
118
Peconic Partners
Peconic Partners
New York
$188M -$7.42M 3 21.36% Reduced
119
DnB Asset Management
DnB Asset Management
Norway
$186M +$182M 12 3.93% New
120
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$184M -$1.24M 20 0.58% Reduced
121
CRM
Cramer Rosenthal McGlynn
Connecticut
$181M -$8.91M 3 1.46% Reduced
122
BCPEM
Bain Capital Public Equity Management
Massachusetts
$180M -$13.5M 1 4.37% Reduced
123
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$179M +$23.4M 12 3.36% Increased
124
Winton Group
Winton Group
United Kingdom
$177M +$183M 4 1.21% New
125
VanEck Associates
VanEck Associates
New York
$177M -$44.3M 15 0.82% Reduced