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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
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$221M +$33.7M 14 4.46% Increased
102
Envestnet Asset Management
Envestnet Asset Management
Illinois
$220M +$28.5M 23 0.24% Increased
103
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$219M +$100K 15 0.55% Increased
104
Artisan Partners
Artisan Partners
Wisconsin
$217M +$21.7M 2 0.41% Increased
105
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$216M +$1.88M 3 1.57% Increased
106
Ninety One (UK)
Ninety One (UK)
United Kingdom
$215M -$4.86M 3 0.84% Reduced
107
Peconic Partners
Peconic Partners
New York
$211M -$199M 2 49.11% Reduced
108
VanEck Associates
VanEck Associates
New York
$206M -$23.6M 18 0.97% Reduced
109
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$204M -$178K 22 0.53% Reduced
110
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$196M +$6.95M 1 1.89% Increased
111
Nordea Investment Management
Nordea Investment Management
Sweden
$193M -$31.4M 6 0.42% Reduced
112
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$192M -$21M 7 2.5% Reduced
113
AL
AJO LP
Pennsylvania
$187M -$126M 6 1.09% Reduced
114
M&T Bank
M&T Bank
New York
$186M -$4.71M 9 0.93% Reduced
115
DZ Bank
DZ Bank
Germany
$185M -$19.5M 8 0.55% Reduced
116
HSBC Holdings
HSBC Holdings
United Kingdom
$184M +$8.91M 21 0.34% Increased
117
Swedbank
Swedbank
Sweden
$174M +$5.95M 1 0.79% Increased
118
Glenmede Trust
Glenmede Trust
Pennsylvania
$174M -$45.4M 26 0.79% Reduced
119
Adage Capital Partners
Adage Capital Partners
Massachusetts
$172M -$89.5M 8 0.42% Reduced
120
Point72 Asset Management
Point72 Asset Management
Connecticut
$169M +$16.3M 10 1.04% Increased
121
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings
Israel
$168M +$47.4M 4 3.49% Increased
122
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$167M -$31.1M 6 0.59% Reduced
123
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$165M +$33.2M 11 0.43% Increased
124
American Century Companies
American Century Companies
Missouri
$164M -$86.9M 6 0.16% Reduced
125
National Pension Service
National Pension Service
South Korea
$163M +$7.33M 3 0.52% Increased