← 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
VanEck Associates
VanEck Associates
New York
$206M +$14M 16 1.39% Increased
102
Samlyn Capital
Samlyn Capital
New York
$197M -$279K 2 4.23% Reduced
103
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$193M +$1.62M 5 2.16% Increased
104
VM
Valinor Management
New York
$190M -$34M 1 5.49% Reduced
105
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$190M +$6.17M 28 0.59% Increased
106
Two Sigma Investments
Two Sigma Investments
New York
$190M -$191M 14 0.9% Reduced
107
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$183M -$30.9M 9 0.38% Reduced
108
1832 Asset Management
1832 Asset Management
Ontario, Canada
$180M -$3.47M 8 0.44% Reduced
109
MTB
Mizuho Trust & Banking
Japan
$176M +$3.58M 4 0.56% Increased
110
Panagora Asset Management
Panagora Asset Management
Massachusetts
$173M -$1.57M 16 0.86% Reduced
111
VOYA Investment Management
VOYA Investment Management
Georgia
$169M -$900K 23 0.42% Reduced
112
HSBC Holdings
HSBC Holdings
United Kingdom
$168M -$41.8M 8 0.47% Reduced
113
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$166M -$144M 32 0.09% Reduced
114
BlackRock Japan
BlackRock Japan
Japan
$163M +$1.24M 8 0.61% Increased
115
Soros Fund Management
Soros Fund Management
New York
$161M -$162M 1 3.56% Reduced
116
M&T Bank
M&T Bank
New York
$160M +$1.91M 9 1.08% Increased
117
PGGM Investments
PGGM Investments
Netherlands
$160M +$373K 4 0.84% Increased
118
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$158M -$11.8M 2 0.91% Reduced
119
USAA
United Services Automobile Association
Texas
$156M -$1.51M 11 0.56% Reduced
120
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$156M -$22.8M 8 0.69% Reduced
121
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$154M -$4.83M 20 0.59% Reduced
122
Citigroup
Citigroup
New York
$154M -$124M 47 0.17% Reduced
123
Gates Capital Management
Gates Capital Management
New York
$151M -$14.2M 1 5.67% Reduced
124
Raymond James & Associates
Raymond James & Associates
Florida
$150M +$7.05M 18 0.51% Increased
125
CIBC World Markets
CIBC World Markets
New York
$145M +$95M 3 3.17% Increased