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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
VanEck Associates
VanEck Associates
New York
$183M -$43.8M 15 1.4% Reduced
102
YCMGA
York Capital Management Global Advisors
New York
$182M -$2.51M 1 2.43% Reduced
103
Samlyn Capital
Samlyn Capital
New York
$179M +$15.2M 2 3.27% Increased
104
Renaissance Technologies
Renaissance Technologies
New York
$177M +$13.6M 21 0.42% Increased
105
WBC
Westpac Banking Corp
Australia
$173M -$67.7M 7 1.9% Reduced
106
Sachem Head Capital Management
Sachem Head Capital Management
New York
$172M +$41.3M 1 7.77% Increased
107
First Trust Advisors
First Trust Advisors
Illinois
$172M -$17.8M 26 0.5% Reduced
108
FC
Foundation Capital
California
$168M +$175M 1 20.57% New
109
BCPEM
Bain Capital Public Equity Management
Massachusetts
$168M -$9.54M 1 5% Reduced
110
Neuberger Berman Group
Neuberger Berman Group
New York
$166M +$53.1M 13 0.21% Increased
111
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$165M -$2.62M 27 0.56% Reduced
112
Two Sigma Investments
Two Sigma Investments
New York
$164M -$24.4M 6 0.84% Reduced
113
Panagora Asset Management
Panagora Asset Management
Massachusetts
$162M -$503K 17 0.85% Reduced
114
VOYA Investment Management
VOYA Investment Management
Georgia
$159M +$752K 24 0.4% Increased
115
MTB
Mizuho Trust & Banking
Japan
$158M +$4.52M 4 0.55% Increased
116
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$157M -$61.8M 2 0.91% Reduced
117
Carlyle Group
Carlyle Group
District of Columbia
$157M -$134K 2 1.14% Reduced
118
Westfield Capital Management
Westfield Capital Management
Massachusetts
$157M +$25.6M 2 1.11% Increased
119
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$153M -$99M 5 0.46% Reduced
120
1832 Asset Management
1832 Asset Management
Ontario, Canada
$150M +$7.9M 10 0.63% Increased
121
OppenheimerFunds
OppenheimerFunds
New York
$150M -$1.21M 5 0.2% Reduced
122
Point72 Asset Management
Point72 Asset Management
Connecticut
$150M -$73M 11 1.18% Reduced
123
Citigroup
Citigroup
New York
$149M +$9.16M 44 0.14% Increased
124
M&T Bank
M&T Bank
New York
$148M -$1.71M 11 1.01% Reduced
125
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$147M -$3.55M 21 0.57% Reduced