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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
Peconic Partners
Peconic Partners
New York
$227M -$184M 1 32.59% Reduced
102
Santa Barbara Asset Management
Santa Barbara Asset Management
California
$223M -$1.07M 1 3.38% Reduced
103
Asset Management One
Asset Management One
Japan
$211M -$8.21M 7 0.47% Reduced
104
DZ Bank
DZ Bank
Germany
$208M +$52.9M 12 0.8% Increased
105
First Trust Advisors
First Trust Advisors
Illinois
$206M -$19.2M 27 0.49% Reduced
106
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$203M -$9.9M 23 0.54% Reduced
107
Epoch Investment Partners
Epoch Investment Partners
New York
$200M +$177M 2 0.66% Increased
108
Glenmede Trust
Glenmede Trust
Pennsylvania
$195M +$7.4M 18 0.81% Increased
109
USAA
United Services Automobile Association
Texas
$193M -$10.3M 13 0.53% Reduced
110
VOYA Investment Management
VOYA Investment Management
Georgia
$192M -$11.3M 24 0.4% Reduced
111
Brandes Investment Partners
Brandes Investment Partners
California
$191M -$3.66M 5 3.87% Reduced
112
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$191M $0 1 1.33% Maintained
113
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$182M +$42.1M 16 1.95% Increased
114
Los Angeles Capital Management
Los Angeles Capital Management
California
$179M +$59.6M 10 0.97% Increased
115
VFA
Virtus Fund Advisers
Connecticut
$177M +$112M 4 1.74% Increased
116
Bessemer Group
Bessemer Group
New Jersey
$176M +$4.55M 13 0.68% Increased
117
M&T Bank
M&T Bank
New York
$174M -$3.56M 8 0.91% Reduced
118
Axa
Axa
France
$172M +$2.16M 9 0.68% Increased
119
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$171M -$20.7M 31 0.3% Reduced
120
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$170M -$20M 10 3.97% Reduced
121
Adage Capital Partners
Adage Capital Partners
Massachusetts
$167M -$24M 5 0.38% Reduced
122
Sanders Capital
Sanders Capital
Florida
$165M -$2.33M 1 0.9% Reduced
123
SSM
Sound Shore Management
Connecticut
$162M -$7.62M 1 2.46% Reduced
124
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$159M -$5.54M 2 0.82% Reduced
125
RP
RR Partners
New York
$151M $0 1 10.07% Maintained