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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
Panagora Asset Management
Panagora Asset Management
Massachusetts
$241M +$42.3M 13 0.91% Increased
102
USAA
United Services Automobile Association
Texas
$241M +$26.5M 19 0.6% Increased
103
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$240M -$2.47M 14 0.56% Reduced
104
Asset Management One
Asset Management One
Japan
$228M -$2.27M 6 0.47% Reduced
105
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$224M +$45.8M 10 0.38% Increased
106
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$217M +$46.3M 4 1.56% Increased
107
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$216M -$4.15M 22 0.55% Reduced
108
Glenmede Trust
Glenmede Trust
Pennsylvania
$216M +$27.4M 10 0.86% Increased
109
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$213M -$4.83M 5 0.49% Reduced
110
VanEck Associates
VanEck Associates
New York
$202M +$48.2M 17 0.98% Increased
111
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$198M +$15M 2 1.65% Increased
112
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$195M +$11M 9 1.36% Increased
113
Aperio Group
Aperio Group
California
$195M +$6M 23 0.86% Increased
114
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$190M -$50.7M 4 0.53% Reduced
115
Brandes Investment Partners
Brandes Investment Partners
California
$190M +$19.7M 3 4.29% Increased
116
Epoch Investment Partners
Epoch Investment Partners
New York
$189M -$725K 1 0.72% Reduced
117
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$188M +$46.8M 5 5.08% Increased
118
Fred Alger Management
Fred Alger Management
New York
$187M +$6.55M 3 0.7% Increased
119
Tiger Global Management
Tiger Global Management
New York
$185M +$13.2M 1 0.88% Increased
120
M&T Bank
M&T Bank
New York
$185M -$3.8M 7 0.93% Reduced
121
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$184M -$13.4M 11 3.77% Reduced
122
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$182M -$35.6K 2 0.95% Reduced
123
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$181M +$1.14M 2 2.04% Increased
124
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$180M +$180M 6 2.59% New
125
Clal Insurance
Clal Insurance
Israel
$177M -$89.5K 2 4.71% Reduced