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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
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$419M +$198M 21 2.29% Increased
102
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$415M -$3.81M 4 1.53% Reduced
103
APG Asset Management
APG Asset Management
Netherlands
$406M +$184M 10 0.69% Increased
104
Putnam Investments
Putnam Investments
Massachusetts
$401M -$37M 10 0.67% Reduced
105
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$377M +$38.3M 31 7.1% Increased
106
ICP
Inclusive Capital Partners
California
$376M -$61M 2 27.97% Reduced
107
GGHC
Gilder Gagnon Howe & Co
New York
$362M -$79.6M 4 1.95% Reduced
108
LPL Financial
LPL Financial
California
$362M +$113M 47 0.42% Increased
109
Frontier Capital Management
Frontier Capital Management
Massachusetts
$352M -$28.4M 3 2.66% Reduced
110
Eaton Vance Management
Eaton Vance Management
Massachusetts
$332M +$26.4M 31 0.49% Increased
111
London Company of Virginia
London Company of Virginia
Virginia
$321M +$2.39M 2 1.84% Increased
112
Erste Asset Management
Erste Asset Management
Austria
$316M +$28.5M 20 7.74% Increased
113
Adage Capital Partners
Adage Capital Partners
Massachusetts
$316M +$120M 11 0.65% Increased
114
Envestnet Asset Management
Envestnet Asset Management
Illinois
$316M +$91.5M 36 0.21% Increased
115
Federated Hermes
Federated Hermes
Pennsylvania
$315M +$27.7M 23 0.61% Increased
116
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$314M +$20.3M 5 1.68% Increased
117
Prudential Financial
Prudential Financial
New Jersey
$306M -$19.1M 27 0.46% Reduced
118
Two Sigma Investments
Two Sigma Investments
New York
$304M -$85.7M 26 0.79% Reduced
119
Axa
Axa
France
$304M +$82.1M 18 0.93% Increased
120
1832 Asset Management
1832 Asset Management
Ontario, Canada
$295M -$52.9M 17 0.64% Reduced
121
Jennison Associates
Jennison Associates
New York
$290M -$44.8M 15 0.21% Reduced
122
Capital Research Global Investors
Capital Research Global Investors
California
$290M +$260M 2 0.07% Increased
123
Two Sigma Advisers
Two Sigma Advisers
New York
$286M -$105M 21 0.79% Reduced
124
Marshall Wace North America
Marshall Wace North America
New York
$283M +$101M 22 1.17% Increased
125
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$279M +$76.9M 28 0.59% Increased