← All themes

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
$233M -$6.92M 11 0.59% Reduced
102
WBC
Westpac Banking Corp
Australia
$230M -$35.2M 6 2% Reduced
103
Aristotle Capital Management
Aristotle Capital Management
California
$217M -$6.02M 2 2.7% Reduced
104
Numeric Investors
Numeric Investors
Massachusetts
$215M -$20.4M 14 2.65% Reduced
105
Renaissance Technologies
Renaissance Technologies
New York
$214M +$102M 29 0.45% Increased
106
BCPEM
Bain Capital Public Equity Management
Massachusetts
$209M -$33.2M 1 5.2% Reduced
107
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$208M -$2.31M 28 0.6% Reduced
108
Eaton Vance Management
Eaton Vance Management
Massachusetts
$203M -$3.87M 6 0.61% Reduced
109
Gates Capital Management
Gates Capital Management
New York
$200M -$46.8M 1 7.03% Reduced
110
Swiss National Bank
Swiss National Bank
Switzerland
$195M +$64.2M 23 0.52% Increased
111
Capital Research Global Investors
Capital Research Global Investors
California
$192M +$11.8M 2 0.07% Increased
112
OppenheimerFunds
OppenheimerFunds
New York
$189M -$17.7M 5 0.21% Reduced
113
SSM
Sound Shore Management
Connecticut
$188M +$28.7M 1 3.01% Increased
114
GTP
Global Thematic Partners
New York
$186M -$11.5M 5 2.78% Reduced
115
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$185M +$13.4M 12 0.36% Increased
116
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$184M +$37.4M 10 0.77% Increased
117
HCM
Herndon Capital Management
Georgia
$179M -$18.6M 2 2.67% Reduced
118
1832 Asset Management
1832 Asset Management
Ontario, Canada
$178M -$10.9M 5 0.67% Reduced
119
HSBC Holdings
HSBC Holdings
United Kingdom
$175M -$94.9M 10 0.34% Reduced
120
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$175M -$8.43M 8 0.65% Reduced
121
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$172M -$15.1M 21 0.59% Reduced
122
Panagora Asset Management
Panagora Asset Management
Massachusetts
$172M +$4.24M 13 0.87% Increased
123
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$168M -$10.2M 10 3.27% Reduced
124
DnB Asset Management
DnB Asset Management
Norway
$167M -$45.7M 13 3.71% Reduced
125
MTB
Mizuho Trust & Banking
Japan
$166M +$6.38M 4 0.56% Increased