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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
HSBC Holdings
HSBC Holdings
United Kingdom
$219M +$44.9M 10 0.45% Increased
102
BRC
Blue Ridge Capital
New York
$218M $0 1 2.46% Maintained
103
Eaton Vance Management
Eaton Vance Management
Massachusetts
$212M +$7.15M 6 0.65% Increased
104
First Trust Advisors
First Trust Advisors
Illinois
$210M -$28M 24 0.55% Reduced
105
Two Sigma Investments
Two Sigma Investments
New York
$205M -$33.7M 17 0.96% Reduced
106
Renaissance Technologies
Renaissance Technologies
New York
$202M -$6.24M 27 0.45% Reduced
107
YCMGA
York Capital Management Global Advisors
New York
$198M -$39.7M 1 1.68% Reduced
108
Swiss National Bank
Swiss National Bank
Switzerland
$197M +$7.25M 24 0.51% Increased
109
Capital Research Global Investors
Capital Research Global Investors
California
$197M -$2.75M 2 0.06% Reduced
110
BCPEM
Bain Capital Public Equity Management
Massachusetts
$190M +$393K 1 4.92% Increased
111
OppenheimerFunds
OppenheimerFunds
New York
$188M -$8.74M 5 0.22% Reduced
112
GTP
Global Thematic Partners
New York
$187M +$7.49M 5 2.49% Increased
113
SSM
Sound Shore Management
Connecticut
$185M -$10.2M 1 2.98% Reduced
114
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$181M -$21.7M 27 0.58% Reduced
115
VM
Valinor Management
New York
$180M +$50.7M 1 4.77% Increased
116
Panagora Asset Management
Panagora Asset Management
Massachusetts
$178M +$5.86M 16 0.89% Increased
117
Samlyn Capital
Samlyn Capital
New York
$175M -$63.8M 2 2.77% Reduced
118
DnB Asset Management
DnB Asset Management
Norway
$172M +$14.9M 12 3.79% Increased
119
1832 Asset Management
1832 Asset Management
Ontario, Canada
$172M -$8.22M 7 0.58% Reduced
120
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$170M +$57.1M 5 0.09% Increased
121
VOYA Investment Management
VOYA Investment Management
Georgia
$168M +$83.2M 24 0.38% Increased
122
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$166M -$7.36M 10 3.36% Reduced
123
M&T Bank
M&T Bank
New York
$164M +$5.28M 14 0.99% Increased
124
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$164M -$7.44M 10 0.67% Reduced
125
Stifel Financial
Stifel Financial
Missouri
$163M +$9.04M 17 0.84% Increased