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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

Hydrogen & Fuel Cells Solar Wind
# Name Holding Trade Value Theme
Stocks 		% of
Portfolio 		Status
101
Two Sigma Advisers
Two Sigma Advisers
New York
$213M +$100M 15 1.61% Increased
102
Frontier Capital Management
Frontier Capital Management
Massachusetts
$210M -$5.59M 3 1.69% Reduced
103
AL
AJO LP
Pennsylvania
$206M -$66.9M 4 0.91% Reduced
104
Peconic Partners
Peconic Partners
New York
$205M +$11.3M 3 28.19% Increased
105
VOYA Investment Management
VOYA Investment Management
Georgia
$205M -$1.26M 22 0.46% Reduced
106
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$202M -$9.54M 27 0.61% Reduced
107
1832 Asset Management
1832 Asset Management
Ontario, Canada
$195M +$13.2M 6 0.64% Increased
108
AIM
Assured Investment Management
New York
$190M +$22.8M 2 3.11% Increased
109
DnB Asset Management
DnB Asset Management
Norway
$190M -$8.84M 12 4.17% Reduced
110
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$189M -$12.9M 8 0.75% Reduced
111
STRS Ohio
STRS Ohio
Ohio
$188M -$10M 15 0.83% Reduced
112
Cambiar Investors
Cambiar Investors
Colorado
$185M +$61.8M 3 2.65% Increased
113
MAM
Marketfield Asset Management
New York
$184M +$189M 1 1.73% New
114
SCM
Scopia Capital Management
New York
$183M +$33.2M 1 3.74% Increased
115
Nordea Investment Management
Nordea Investment Management
Sweden
$183M -$3.37M 7 0.73% Reduced
116
Putnam Investments
Putnam Investments
Massachusetts
$181M +$72.9M 8 0.38% Increased
117
Capital Research Global Investors
Capital Research Global Investors
California
$181M $0 3 0.06% Maintained
118
Numeric Investors
Numeric Investors
Massachusetts
$179M +$29.4M 10 2.66% Increased
119
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$179M +$19M 11 3.28% Increased
120
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$179M -$3.32M 21 0.58% Reduced
121
Winton Group
Winton Group
United Kingdom
$179M +$7.77M 5 1.28% Increased
122
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$179M -$25.9M 8 1.02% Reduced
123
WBC
Westpac Banking Corp
Australia
$176M +$37M 6 1.72% Increased
124
Eaton Vance Management
Eaton Vance Management
Massachusetts
$176M -$21.1M 7 0.52% Reduced
125
Fred Alger Management
Fred Alger Management
New York
$176M +$93.7M 7 0.85% Increased
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