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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
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$344M -$37.5M 20 0.72% Reduced
102
LPL Financial
LPL Financial
California
$341M +$10.6M 45 0.32% Increased
103
Frontier Capital Management
Frontier Capital Management
Massachusetts
$338M +$13.3M 3 2.66% Increased
104
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$333M +$30.9M 20 0.93% Increased
105
Voloridge Investment Management
Voloridge Investment Management
Florida
$327M +$420K 27 2.11% Increased
106
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$318M +$88.3M 34 0.81% Increased
107
GGHC
Gilder Gagnon Howe & Co
New York
$315M +$7.34M 7 1.63% Increased
108
Nordea Investment Management
Nordea Investment Management
Sweden
$313M +$67.8M 15 0.41% Increased
109
Tiger Global Management
Tiger Global Management
New York
$311M $0 1 0.6% Maintained
110
ECP
Electron Capital Partners
New York
$307M +$65.5M 6 16.26% Increased
111
Bessemer Group
Bessemer Group
New Jersey
$307M -$146M 20 0.65% Reduced
112
Korea Investment Corp
Korea Investment Corp
South Korea
$301M +$59M 10 0.9% Increased
113
London Company of Virginia
London Company of Virginia
Virginia
$300M +$5.04M 2 1.65% Increased
114
Capital Research Global Investors
Capital Research Global Investors
California
$297M -$26.1M 3 0.07% Reduced
115
EARNEST Partners
EARNEST Partners
Georgia
$293M -$19.4M 5 1.79% Reduced
116
SCH
Sylebra Capital (HK)
Hong Kong
$290M +$172M 4 6.54% Increased
117
APG Asset Management
APG Asset Management
Netherlands
$286M -$63.1M 10 0.51% Reduced
118
DnB Asset Management
DnB Asset Management
Norway
$283M +$46.6M 14 1.84% Increased
119
Jennison Associates
Jennison Associates
New York
$279M +$28.9M 15 0.18% Increased
120
Point72 Asset Management
Point72 Asset Management
Connecticut
$278M +$42.3M 19 1.22% Increased
121
Orbis Allan Gray
Orbis Allan Gray
Bermuda
$274M +$2.63M 2 1.88% Increased
122
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$272M -$5.74M 5 3.38% Reduced
123
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$271M +$91.1M 2 3.07% Increased
124
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$270M -$39M 4 3.94% Reduced
125
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$270M -$9.69M 9 1.49% Reduced