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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
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$209M +$202M 3 2.71% New
102
BRC
Blue Ridge Capital
New York
$208M $0 1 2.31% Maintained
103
VM
Valinor Management
New York
$206M +$18.2M 1 5.65% Increased
104
WBC
Westpac Banking Corp
Australia
$196M -$8.53M 7 2.17% Reduced
105
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$196M +$61M 10 0.83% Increased
106
Jane Street
Jane Street
New York
$196M +$191M 22 1.22% Increased
107
Samlyn Capital
Samlyn Capital
New York
$194M +$1.18M 2 4.01% Increased
108
FC
Foundation Capital
California
$191M $0 1 23.26% Maintained
109
Panagora Asset Management
Panagora Asset Management
Massachusetts
$187M -$771K 14 0.92% Reduced
110
YCMGA
York Capital Management Global Advisors
New York
$186M -$219K 1 2.76% Reduced
111
First Trust Advisors
First Trust Advisors
Illinois
$180M -$16.8M 27 0.47% Reduced
112
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$179M +$370K 28 0.58% Increased
113
VOYA Investment Management
VOYA Investment Management
Georgia
$179M -$3.66M 23 0.44% Reduced
114
OppenheimerFunds
OppenheimerFunds
New York
$179M +$24M 15 0.23% Increased
115
Credit Agricole
Credit Agricole
France
$176M +$53M 10 0.82% Increased
116
Westfield Capital Management
Westfield Capital Management
Massachusetts
$174M -$9.57M 2 1.17% Reduced
117
MTB
Mizuho Trust & Banking
Japan
$169M -$1.75M 4 0.56% Reduced
118
Winton Group
Winton Group
United Kingdom
$164M +$33.8M 2 1.46% Increased
119
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$164M +$24.8M 2 0.61% Increased
120
PGGM Investments
PGGM Investments
Netherlands
$164M -$1.91M 4 0.87% Reduced
121
OIM
Oceanic Investment Management
Isle Of Man
$159M +$79.5M 4 29.05% Increased
122
BlackRock Japan
BlackRock Japan
Japan
$159M +$8.92M 9 0.59% Increased
123
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$157M -$6.58M 2 0.91% Reduced
124
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$156M -$4.31M 20 0.58% Reduced
125
SSM
Sound Shore Management
Connecticut
$153M +$8.04M 1 2.78% Increased