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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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$398M -$81.4M 38 0.24% Reduced
102
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$387M +$64.8M 35 0.83% Increased
103
Putnam Investments
Putnam Investments
Massachusetts
$381M +$1.8M 6 0.54% Increased
104
Bessemer Group
Bessemer Group
New Jersey
$368M +$4.33M 20 0.74% Increased
105
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$367M -$23.5M 33 0.7% Reduced
106
LPL Financial
LPL Financial
California
$366M +$16M 46 0.31% Increased
107
DZ Bank
DZ Bank
Germany
$360M +$191M 22 0.26% Increased
108
Nordea Investment Management
Nordea Investment Management
Sweden
$336M +$17.5M 15 0.4% Increased
109
PML
Prime Movers Lab
Wyoming
$330M +$266M 1 63.11% New
110
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$330M +$156M 4 0.75% Increased
111
Frontier Capital Management
Frontier Capital Management
Massachusetts
$324M -$10M 3 2.56% Reduced
112
Capital Research Global Investors
Capital Research Global Investors
California
$322M -$9.17M 3 0.07% Reduced
113
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$322M -$119M 20 0.61% Reduced
114
Orbis Allan Gray
Orbis Allan Gray
Bermuda
$317M +$118M 2 2.35% Increased
115
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$316M +$35.1M 13 1.58% Increased
116
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$314M +$261M 36 0.67% Increased
117
William Blair Investment Management
William Blair Investment Management
Illinois
$311M +$67.7M 4 0.84% Increased
118
GGHC
Gilder Gagnon Howe & Co
New York
$304M -$46.8M 6 1.73% Reduced
119
Acadian Asset Management
Acadian Asset Management
Massachusetts
$292M +$70.1M 11 1.09% Increased
120
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$292M +$1.43M 5 1.32% Increased
121
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$288M -$834K 31 0.52% Reduced
122
Korea Investment Corp
Korea Investment Corp
South Korea
$287M -$53.2M 9 0.75% Reduced
123
Jennison Associates
Jennison Associates
New York
$285M -$1.94M 14 0.18% Reduced
124
DnB Asset Management
DnB Asset Management
Norway
$285M +$25.8M 16 1.67% Increased
125
Point72 Asset Management
Point72 Asset Management
Connecticut
$284M +$31.3M 22 1.13% Increased