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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
PGGM Investments
PGGM Investments
Netherlands
$190M +$1.9M 4 0.95% Increased
102
RP
RR Partners
New York
$188M -$31.1M 1 9.1% Reduced
103
OppenheimerFunds
OppenheimerFunds
New York
$187M -$93M 14 0.24% Reduced
104
SSM
Sound Shore Management
Connecticut
$179M +$30.7M 1 3.19% Increased
105
Victory Capital Management
Victory Capital Management
Texas
$175M +$73.3M 14 0.49% Increased
106
Samlyn Capital
Samlyn Capital
New York
$174M -$35.8M 2 4.13% Reduced
107
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$170M +$12.6M 35 0.08% Increased
108
M&T Bank
M&T Bank
New York
$170M -$1.84M 8 1.08% Reduced
109
I.G. Investment Management
I.G. Investment Management
Manitoba, Canada
$168M +$25.8M 6 0.65% Increased
110
Citadel Advisors
Citadel Advisors
Florida
$165M +$117M 29 0.17% Increased
111
VM
Valinor Management
New York
$164M -$23M 1 5.66% Reduced
112
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$162M -$40M 3 0.33% Reduced
113
USAA
United Services Automobile Association
Texas
$160M +$722K 10 0.54% Increased
114
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$159M -$20.1M 6 0.49% Reduced
115
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$159M -$4.11M 21 0.5% Reduced
116
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$157M -$3.53M 2 0.86% Reduced
117
MTB
Mizuho Trust & Banking
Japan
$156M +$1.58M 3 0.46% Increased
118
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$154M -$13.5M 9 0.56% Reduced
119
Panagora Asset Management
Panagora Asset Management
Massachusetts
$152M -$4.09M 15 0.72% Reduced
120
Lazard Asset Management
Lazard Asset Management
New York
$151M +$82.3M 5 0.3% Increased
121
KBC Group
KBC Group
Belgium
$151M +$74.5M 21 1.79% Increased
122
Gates Capital Management
Gates Capital Management
New York
$150M +$17.8M 1 5.4% Increased
123
Marshall Wace
Marshall Wace
United Kingdom
$149M +$130M 6 1.06% Increased
124
NSLI
Nan Shan Life Insurance
Taiwan
$149M +$50.2M 1 4.3% Increased
125
Frontier Capital Management
Frontier Capital Management
Massachusetts
$146M -$19.3M 3 1.17% Reduced