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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
Fred Alger Management
Fred Alger Management
New York
$203M +$21.9M 2 0.95% Increased
102
Asset Management One
Asset Management One
Japan
$196M +$6.18M 9 0.46% Increased
103
LM
Luminus Management
Texas
$191M +$10.1M 9 5.06% Increased
104
HSBC Holdings
HSBC Holdings
United Kingdom
$191M +$7.95M 10 0.31% Increased
105
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$190M -$279K 23 0.52% Reduced
106
USAA
United Services Automobile Association
Texas
$188M +$5.44M 13 0.55% Increased
107
VOYA Investment Management
VOYA Investment Management
Georgia
$187M +$4.3M 23 0.4% Increased
108
Brandes Investment Partners
Brandes Investment Partners
California
$186M -$94.9M 3 3.79% Reduced
109
Eaton Vance Management
Eaton Vance Management
Massachusetts
$184M +$6.7M 5 0.47% Increased
110
PGGM Investments
PGGM Investments
Netherlands
$178M +$6.62M 4 0.88% Increased
111
Adage Capital Partners
Adage Capital Partners
Massachusetts
$177M +$49.9M 4 0.43% Increased
112
Barclays
Barclays
United Kingdom
$171M -$3.89M 40 0.18% Reduced
113
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$170M +$43.9M 31 0.41% Increased
114
Glenmede Trust
Glenmede Trust
Pennsylvania
$168M +$9.8M 20 0.74% Increased
115
Bessemer Group
Bessemer Group
New Jersey
$168M +$7.32M 15 0.67% Increased
116
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$167M +$21.4M 10 1.02% Increased
117
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$163M -$7.91M 9 3.78% Reduced
118
M&T Bank
M&T Bank
New York
$160M -$2.14M 9 0.87% Reduced
119
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$160M +$22.4M 1 1.14% Increased
120
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$160M +$1.56M 3 0.35% Increased
121
NFA
Nationwide Fund Advisors
Ohio
$154M -$1.38M 28 0.61% Reduced
122
SSM
Sound Shore Management
Connecticut
$153M -$5.05M 1 2.5% Reduced
123
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$151M -$13.9M 9 0.31% Reduced
124
Sanders Capital
Sanders Capital
Florida
$151M -$2.38M 1 0.91% Reduced
125
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$150M -$3.32M 2 0.79% Reduced