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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
$223M +$8.71M 1 62.19% Increased
102
Citadel Advisors
Citadel Advisors
Florida
$215M -$137M 45 0.08% Reduced
103
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings
Israel
$212M -$26.9M 13 3.44% Reduced
104
Nomura Holdings
Nomura Holdings
Japan
$210M -$439M 7 0.73% Reduced
105
Ninety One (UK)
Ninety One (UK)
United Kingdom
$210M -$8.28M 3 0.74% Reduced
106
Barclays
Barclays
United Kingdom
$207M -$83.6M 41 0.16% Reduced
107
Prudential plc
Prudential plc
United Kingdom
$205M +$4.77M 5 0.99% Increased
108
Jennison Associates
Jennison Associates
New York
$205M +$668K 13 0.19% Increased
109
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$201M +$82.7M 22 0.37% Increased
110
Fidelity International
Fidelity International
Bermuda
$200M -$33.4M 9 0.27% Reduced
111
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$196M +$4.77M 18 0.49% Increased
112
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$194M +$14.4M 26 0.48% Increased
113
Envestnet Asset Management
Envestnet Asset Management
Illinois
$191M -$3.33M 21 0.19% Reduced
114
HSBC Holdings
HSBC Holdings
United Kingdom
$189M +$3.43M 23 0.36% Increased
115
Russell Investments Group
Russell Investments Group
United Kingdom
$183M -$75.5M 27 0.41% Reduced
116
PSAMP
P. Schoenfeld Asset Management (PSAM)
New York
$179M +$97.5M 1 21.74% New
117
Fred Alger Management
Fred Alger Management
New York
$175M +$28.5M 4 0.58% Increased
118
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$172M -$5.83M 2 2.55% Reduced
119
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$167M +$5.74M 3 3.74% Increased
120
NP
Newlight Partners
New York
$164M $0 1 87.93% Maintained
121
Storebrand Asset Management
Storebrand Asset Management
Norway
$164M +$18.3M 17 1.35% Increased
122
1832 Asset Management
1832 Asset Management
Ontario, Canada
$163M -$135M 10 0.49% Reduced
123
Korea Investment Corp
Korea Investment Corp
South Korea
$159M +$38.3M 5 0.59% Increased
124
Jane Street
Jane Street
New York
$158M +$64.9M 32 0.12% Increased
125
Aperio Group
Aperio Group
California
$155M +$4.25M 28 0.57% Increased