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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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$343M -$6.66M 22 0.91% Reduced
102
ICP
Inclusive Capital Partners
California
$334M -$4.09M 2 37.28% Reduced
103
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$333M +$53.6M 44 0.52% Increased
104
London Company of Virginia
London Company of Virginia
Virginia
$330M +$258K 2 2.02% Increased
105
Orbis Allan Gray
Orbis Allan Gray
Bermuda
$327M +$65M 4 2.63% Increased
106
Brown Advisory
Brown Advisory
Maryland
$326M -$21.6M 14 0.61% Reduced
107
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$324M -$12.5M 47 0.82% Reduced
108
LPL Financial
LPL Financial
California
$322M -$11.4M 48 0.31% Reduced
109
Envestnet Asset Management
Envestnet Asset Management
Illinois
$317M +$40.2M 43 0.18% Increased
110
Coatue Management
Coatue Management
New York
$312M +$178M 3 3.78% Increased
111
Blackstone Inc
Blackstone Inc
New York
$308M -$26.4M 4 1.02% Reduced
112
DnB Asset Management
DnB Asset Management
Norway
$301M +$25.8M 14 2.12% Increased
113
1832 Asset Management
1832 Asset Management
Ontario, Canada
$293M -$74.2M 18 0.51% Reduced
114
Bessemer Group
Bessemer Group
New Jersey
$293M -$70M 17 0.73% Reduced
115
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$292M -$22M 23 0.47% Reduced
116
Frontier Capital Management
Frontier Capital Management
Massachusetts
$287M +$4.36M 5 3.3% Increased
117
Boston Partners
Boston Partners
Massachusetts
$286M -$134M 11 0.4% Reduced
118
Adage Capital Partners
Adage Capital Partners
Massachusetts
$284M +$6.02M 12 0.65% Increased
119
ALPS Advisors
ALPS Advisors
Colorado
$284M -$41.4M 23 2.76% Reduced
120
Truist Financial
Truist Financial
North Carolina
$284M +$100M 23 0.52% Increased
121
National Pension Service
National Pension Service
South Korea
$279M +$21.6M 6 0.57% Increased
122
Point72 Asset Management
Point72 Asset Management
Connecticut
$277M -$142M 25 1.17% Reduced
123
Fred Alger Management
Fred Alger Management
New York
$277M +$55M 5 1.29% Increased
124
Jennison Associates
Jennison Associates
New York
$276M +$5.07M 12 0.28% Increased
125
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$275M -$1.12M 40 1.22% Reduced