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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
London Company of Virginia
London Company of Virginia
Virginia
$437M +$1.26M 2 2.58% Increased
102
Point72 Asset Management
Point72 Asset Management
Connecticut
$436M +$141M 24 1.48% Increased
103
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$434M +$26.3M 24 1.12% Increased
104
Marshall Wace
Marshall Wace
United Kingdom
$430M -$75.5M 34 0.97% Reduced
105
Russell Investments Group
Russell Investments Group
United Kingdom
$428M -$15.1M 30 0.88% Reduced
106
Nordea Investment Management
Nordea Investment Management
Sweden
$427M -$84.2M 15 0.66% Reduced
107
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$418M -$86.5M 5 0.32% Reduced
108
Frontier Capital Management
Frontier Capital Management
Massachusetts
$409M +$33.9M 6 4.45% Increased
109
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$403M -$9.65M 42 0.25% Reduced
110
National Pension Service
National Pension Service
South Korea
$400M +$6.12M 8 0.79% Increased
111
LPL Financial
LPL Financial
California
$394M +$5.6M 50 0.34% Increased
112
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$388M -$35.5M 10 1.39% Reduced
113
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$382M +$14.3M 48 0.99% Increased
114
AGF Management
AGF Management
Ontario, Canada
$381M +$393M 10 2.77% New
115
Voloridge Investment Management
Voloridge Investment Management
Florida
$381M -$4.99M 19 2.12% Reduced
116
DZ Bank
DZ Bank
Germany
$370M +$57.9M 22 0.63% Increased
117
Acadian Asset Management
Acadian Asset Management
Massachusetts
$366M +$114M 12 1.8% Increased
118
William Blair Investment Management
William Blair Investment Management
Illinois
$361M -$117M 6 1.38% Reduced
119
Truist Financial
Truist Financial
North Carolina
$360M +$16.4M 20 0.63% Increased
120
Bessemer Group
Bessemer Group
New Jersey
$359M +$2.58M 17 0.87% Increased
121
Encompass Capital Advisors
Encompass Capital Advisors
New York
$356M +$73.3M 12 13.8% Increased
122
Vontobel Holding
Vontobel Holding
Switzerland
$354M +$53M 29 3.57% Increased
123
AQR Capital Management
AQR Capital Management
Connecticut
$352M -$70.9M 34 0.8% Reduced
124
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$344M +$2.61M 5 1.89% Increased
125
Baird Financial Group
Baird Financial Group
Wisconsin
$340M +$19.7M 26 0.89% Increased