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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
VM
Valinor Management
New York
$178M -$1.25M 1 5.42% Reduced
102
Aberdeen Asset Management
Aberdeen Asset Management
United Kingdom
$178M +$38M 5 0.59% Increased
103
Canada Life
Canada Life
Manitoba, Canada
$175M +$15.1M 22 0.47% Increased
104
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$173M +$2.68M 23 0.49% Increased
105
Asset Management One
Asset Management One
Japan
$172M +$1.09M 9 0.44% Increased
106
Fred Alger Management
Fred Alger Management
New York
$170M +$2.65M 3 0.81% Increased
107
LM
Luminus Management
Texas
$167M -$13M 6 3.49% Reduced
108
USAA
United Services Automobile Association
Texas
$166M -$914K 12 0.5% Reduced
109
HSBC Holdings
HSBC Holdings
United Kingdom
$166M -$18.4M 10 0.3% Reduced
110
VOYA Investment Management
VOYA Investment Management
Georgia
$164M +$12M 23 0.37% Increased
111
Barclays
Barclays
United Kingdom
$161M +$25.7M 39 0.17% Increased
112
Eaton Vance Management
Eaton Vance Management
Massachusetts
$160M -$617K 5 0.42% Reduced
113
PGGM Investments
PGGM Investments
Netherlands
$156M -$26.7M 4 0.8% Reduced
114
RP
RR Partners
New York
$154M $0 1 8.78% Maintained
115
Axa
Axa
France
$153M +$14.3M 8 0.7% Increased
116
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$153M -$111M 9 0.35% Reduced
117
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$151M -$10.4M 10 3.54% Reduced
118
M&T Bank
M&T Bank
New York
$147M -$14.7M 9 0.87% Reduced
119
Bessemer Group
Bessemer Group
New Jersey
$146M +$493K 14 0.59% Increased
120
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$144M -$20.3M 2 0.32% Reduced
121
NFA
Nationwide Fund Advisors
Ohio
$144M -$11.6M 28 0.58% Reduced
122
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$143M -$2.77M 2 0.76% Reduced
123
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$142M +$21.7M 4 0.35% Increased
124
SSM
Sound Shore Management
Connecticut
$140M -$2.92M 1 2.3% Reduced
125
FC
Foundation Capital
California
$139M $0 2 36.45% Maintained