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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
GGHC
Gilder Gagnon Howe & Co
New York
$370M -$8.08M 7 1.82% Reduced
102
Eaton Vance Management
Eaton Vance Management
Massachusetts
$370M +$21.5M 29 0.5% Increased
103
LPL Financial
LPL Financial
California
$368M +$7.5M 46 0.37% Increased
104
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$364M +$92.6M 22 0.73% Increased
105
Envestnet Asset Management
Envestnet Asset Management
Illinois
$357M +$24.9M 38 0.2% Increased
106
Voloridge Investment Management
Voloridge Investment Management
Florida
$357M -$84.7M 29 2.47% Reduced
107
HSBC Holdings
HSBC Holdings
United Kingdom
$354M -$117M 38 0.38% Reduced
108
Boston Partners
Boston Partners
Massachusetts
$335M -$203M 7 0.43% Reduced
109
London Company of Virginia
London Company of Virginia
Virginia
$331M +$3.71M 2 1.77% Increased
110
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings
Israel
$328M -$77.7M 21 3.44% Reduced
111
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$322M +$1.27M 6 1.57% Increased
112
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$321M +$102M 22 0.94% Increased
113
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$319M +$125M 17 0.38% Increased
114
Orbis Allan Gray
Orbis Allan Gray
Bermuda
$316M +$212M 2 2% Increased
115
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$311M +$21.4M 30 0.59% Increased
116
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$308M +$232M 4 4.43% Increased
117
Frontier Capital Management
Frontier Capital Management
Massachusetts
$298M -$78.4M 3 2.18% Reduced
118
Adage Capital Partners
Adage Capital Partners
Massachusetts
$296M -$32.3M 10 0.58% Reduced
119
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$296M -$8.81M 33 6.52% Reduced
120
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$295M +$92.6M 7 1.57% Increased
121
EARNEST Partners
EARNEST Partners
Georgia
$294M -$103M 5 1.73% Reduced
122
Nordea Investment Management
Nordea Investment Management
Sweden
$291M -$7.6M 14 0.39% Reduced
123
Korea Investment Corp
Korea Investment Corp
South Korea
$282M -$14.9M 10 0.81% Reduced
124
Russell Investments Group
Russell Investments Group
United Kingdom
$279M +$16.1M 36 0.47% Increased
125
DnB Asset Management
DnB Asset Management
Norway
$275M +$16.9M 13 1.82% Increased