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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
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$223M +$8.28M 2 1.15% Increased
102
Ninety One (UK)
Ninety One (UK)
United Kingdom
$221M -$23.9M 3 0.84% Reduced
103
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$218M +$21.5M 3 1.59% Increased
104
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$214M -$5.17M 15 0.54% Reduced
105
Aperio Group
Aperio Group
California
$213M +$6.08M 30 0.87% Increased
106
Artisan Partners
Artisan Partners
Wisconsin
$212M +$64.8M 2 0.39% Increased
107
VanEck Associates
VanEck Associates
New York
$211M -$27M 16 1.02% Reduced
108
Glenmede Trust
Glenmede Trust
Pennsylvania
$205M -$25.9M 26 0.9% Reduced
109
Canada Life
Canada Life
Manitoba, Canada
$204M -$18.5M 27 0.46% Reduced
110
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$201M -$3.98M 22 0.52% Reduced
111
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$199M +$2.51M 6 0.7% Increased
112
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$198M +$13.8M 6 0.64% Increased
113
1832 Asset Management
1832 Asset Management
Ontario, Canada
$198M +$37.7M 7 0.64% Increased
114
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$195M -$17.8M 7 2.54% Reduced
115
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$194M +$151K 12 3.59% Increased
116
DZ Bank
DZ Bank
Germany
$192M -$13.1M 7 0.59% Reduced
117
Envestnet Asset Management
Envestnet Asset Management
Illinois
$191M +$24.7M 18 0.24% Increased
118
Two Sigma Investments
Two Sigma Investments
New York
$190M -$181M 18 0.64% Reduced
119
M&T Bank
M&T Bank
New York
$190M +$144K 8 0.99% Increased
120
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$189M +$29.4M 1 1.82% Increased
121
HSBC Holdings
HSBC Holdings
United Kingdom
$173M -$39.2M 16 0.33% Reduced
122
Fred Alger Management
Fred Alger Management
New York
$173M -$84.3M 3 0.66% Reduced
123
Aberdeen Group
Aberdeen Group
United Kingdom
$172M -$39M 8 0.38% Reduced
124
Lyrical Asset Management
Lyrical Asset Management
New York
$169M -$4.23M 1 2.34% Reduced
125
Point72 Asset Management
Point72 Asset Management
Connecticut
$166M -$45.1M 15 0.87% Reduced