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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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$206M -$9.85M 12 0.54% Reduced
102
SIG
Senator Investment Group
New York
$201M +$151M 1 3.06% Increased
103
American Century Companies
American Century Companies
Missouri
$201M -$6.64M 10 0.22% Reduced
104
PGGM Investments
PGGM Investments
Netherlands
$198M -$6.07M 4 1.01% Reduced
105
RP
RR Partners
New York
$194M -$7.34M 1 9.73% Reduced
106
Point72 Asset Management
Point72 Asset Management
Connecticut
$193M -$45.1M 6 1.35% Reduced
107
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$189M +$19.3M 9 0.69% Increased
108
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$187M +$17.2M 2 0.41% Increased
109
First Eagle Investment Management
First Eagle Investment Management
New York
$181M -$23.1M 3 0.46% Reduced
110
Asset Management One
Asset Management One
Japan
$178M +$141M 8 0.45% Increased
111
M&T Bank
M&T Bank
New York
$177M -$3.62M 8 1.1% Reduced
112
Canada Life
Canada Life
Manitoba, Canada
$177M +$13.2M 22 0.5% Increased
113
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$174M -$3.01M 22 0.53% Reduced
114
Numeric Investors
Numeric Investors
Massachusetts
$174M +$14.8M 8 1.59% Increased
115
Stifel Financial
Stifel Financial
Missouri
$171M +$19.9M 16 0.73% Increased
116
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$169M -$3.79M 11 3.99% Reduced
117
VM
Valinor Management
New York
$168M -$1.65M 1 5.02% Reduced
118
USAA
United Services Automobile Association
Texas
$168M -$5.5M 10 0.56% Reduced
119
Glenmede Trust
Glenmede Trust
Pennsylvania
$167M +$12.7M 20 0.91% Increased
120
1832 Asset Management
1832 Asset Management
Ontario, Canada
$166M +$70.8M 4 0.51% Increased
121
DZ Bank
DZ Bank
Germany
$166M +$157M 13 0.8% New
122
Axa
Axa
France
$162M -$7.35M 8 0.76% Reduced
123
BlackRock Japan
BlackRock Japan
Japan
$159M -$2.59M 9 0.52% Reduced
124
I.G. Investment Management
I.G. Investment Management
Manitoba, Canada
$156M -$32.7M 3 0.82% Reduced
125
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$155M -$84.8M 9 0.3% Reduced