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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
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$171M +$18.4M 12 0.31% Increased
102
LM
Luminus Management
Texas
$170M -$41M 7 4.39% Reduced
103
VM
Valinor Management
New York
$170M +$11.8M 1 4.94% Increased
104
Asset Management One
Asset Management One
Japan
$164M -$3.08M 9 0.43% Reduced
105
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$164M -$1.85M 22 0.47% Reduced
106
USAA
United Services Automobile Association
Texas
$162M +$2.36M 10 0.51% Increased
107
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$161M +$4.44M 10 3.79% Increased
108
Fred Alger Management
Fred Alger Management
New York
$159M -$58.9M 3 0.79% Reduced
109
VOYA Investment Management
VOYA Investment Management
Georgia
$158M -$58.6M 24 0.36% Reduced
110
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$158M -$14.7M 2 0.34% Reduced
111
Bessemer Group
Bessemer Group
New Jersey
$157M +$41.2M 13 0.65% Increased
112
DZ Bank
DZ Bank
Germany
$156M +$880K 14 0.71% Increased
113
M&T Bank
M&T Bank
New York
$156M -$10M 8 0.94% Reduced
114
Canada Life
Canada Life
Manitoba, Canada
$154M -$13.6M 22 0.42% Reduced
115
Eaton Vance Management
Eaton Vance Management
Massachusetts
$154M +$72.3M 5 0.41% Increased
116
Credit Agricole
Credit Agricole
France
$148M -$135M 10 0.45% Reduced
117
NFA
Nationwide Fund Advisors
Ohio
$147M +$4.42M 27 0.59% Increased
118
RP
RR Partners
New York
$147M -$31.3M 1 8.82% Reduced
119
Jane Street
Jane Street
New York
$145M +$34.4M 22 0.65% Increased
120
Aberdeen Asset Management
Aberdeen Asset Management
United Kingdom
$144M +$17.5M 5 0.51% Increased
121
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$142M +$4.39M 4 1.43% Increased
122
Axa
Axa
France
$142M -$18.1M 7 0.64% Reduced
123
SSM
Sound Shore Management
Connecticut
$140M +$8.23M 1 2.33% Increased
124
Two Sigma Investments
Two Sigma Investments
New York
$139M -$78.7M 19 0.47% Reduced
125
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$138M -$5.45M 2 0.75% Reduced