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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
DnB Asset Management
DnB Asset Management
Norway
$181M -$1.03M 12 3.84% Reduced
102
Two Sigma Advisers
Two Sigma Advisers
New York
$178M -$63.8M 17 0.9% Reduced
103
VM
Valinor Management
New York
$177M -$10.7M 1 5.9% Reduced
104
Nomura Holdings
Nomura Holdings
Japan
$176M +$112M 8 0.58% Increased
105
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$173M -$902K 27 0.51% Reduced
106
Raymond James & Associates
Raymond James & Associates
Florida
$170M +$13.7M 17 0.53% Increased
107
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$169M -$44.9M 7 0.53% Reduced
108
Numeric Investors
Numeric Investors
Massachusetts
$169M -$4.41M 8 1.51% Reduced
109
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$169M -$5.17M 31 0.09% Reduced
110
M&T Bank
M&T Bank
New York
$167M +$11.6M 9 1.12% Increased
111
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$162M +$5.66M 10 0.32% Increased
112
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$158M +$18.7M 20 0.5% Increased
113
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$155M +$4.8M 2 0.85% Increased
114
USAA
United Services Automobile Association
Texas
$155M +$6.12M 11 0.55% Increased
115
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$155M +$21.6M 9 0.63% Increased
116
Credit Agricole
Credit Agricole
France
$150M -$48.4M 8 0.58% Reduced
117
MTB
Mizuho Trust & Banking
Japan
$149M -$9.18M 3 0.46% Reduced
118
SSM
Sound Shore Management
Connecticut
$149M -$6.64M 1 2.74% Reduced
119
Panagora Asset Management
Panagora Asset Management
Massachusetts
$148M -$6.42M 15 0.73% Reduced
120
Gates Capital Management
Gates Capital Management
New York
$147M -$22.9M 1 4.98% Reduced
121
CIBC World Markets
CIBC World Markets
New York
$143M +$138K 3 3.7% Increased
122
Jupiter Investment Management
Jupiter Investment Management
United Kingdom
$141M +$111M 5 2.65% Increased
123
BlackRock Japan
BlackRock Japan
Japan
$140M -$6.81M 7 0.5% Reduced
124
I.G. Investment Management
I.G. Investment Management
Manitoba, Canada
$138M +$24.3M 5 0.55% Increased
125
Canada Life
Canada Life
Manitoba, Canada
$138M +$44.1M 21 0.41% Increased