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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
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$402M +$150M 7 1.47% Increased
102
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$398M -$3.71M 4 1.57% Reduced
103
Putnam Investments
Putnam Investments
Massachusetts
$392M -$625K 9 0.75% Reduced
104
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$381M -$12.8M 58 0.4% Reduced
105
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$380M -$122M 73 0.1% Reduced
106
Russell Investments Group
Russell Investments Group
United Kingdom
$376M -$64.4M 32 0.83% Reduced
107
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$372M +$22.6M 51 1% Increased
108
Envestnet Asset Management
Envestnet Asset Management
Illinois
$371M +$46.4M 42 0.21% Increased
109
Candriam SCA
Candriam SCA
Luxembourg
$366M +$133M 17 2.58% Increased
110
LPL Financial
LPL Financial
California
$364M +$31M 49 0.35% Increased
111
Orbis Allan Gray
Orbis Allan Gray
Bermuda
$359M -$22.4M 3 2.94% Reduced
112
Voloridge Investment Management
Voloridge Investment Management
Florida
$358M +$169M 24 1.93% Increased
113
Man Group
Man Group
United Kingdom
$357M +$382M 31 1.66% New
114
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$356M -$10.7M 42 0.25% Reduced
115
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$355M +$5.85M 25 0.98% Increased
116
AQR Capital Management
AQR Capital Management
Connecticut
$353M +$137M 39 0.86% Increased
117
Blackstone Inc
Blackstone Inc
New York
$349M -$139M 4 1.29% Reduced
118
ALPS Advisors
ALPS Advisors
Colorado
$347M -$7.74M 28 3.28% Reduced
119
Coatue Management
Coatue Management
New York
$344M -$79.5M 2 3.99% Reduced
120
1832 Asset Management
1832 Asset Management
Ontario, Canada
$339M -$31.3M 20 0.63% Reduced
121
National Pension Service
National Pension Service
South Korea
$331M +$46.3M 8 0.69% Increased
122
London Company of Virginia
London Company of Virginia
Virginia
$329M +$10.2M 2 2.08% Increased
123
Brown Advisory
Brown Advisory
Maryland
$327M -$109M 14 0.64% Reduced
124
Pacer Advisors
Pacer Advisors
Pennsylvania
$323M +$196M 13 2.25% Increased
125
ICP
Inclusive Capital Partners
California
$313M -$35.6M 1 34.88% Reduced