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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
Nordea Investment Management
Nordea Investment Management
Sweden
$411M +$21.3M 14 0.57% Increased
102
D.E. Shaw & Co
D.E. Shaw & Co
New York
$409M -$180M 37 0.43% Reduced
103
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$404M +$11.1M 44 0.24% Increased
104
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$403M -$24.2M 46 0.58% Reduced
105
Erste Asset Management
Erste Asset Management
Austria
$401M +$53M 21 6.9% Increased
106
Encompass Capital Advisors
Encompass Capital Advisors
New York
$389M +$47.3M 11 24.23% Increased
107
Alyeska Investment Group
Alyeska Investment Group
Illinois
$388M +$102M 13 2.64% Increased
108
Prudential Financial
Prudential Financial
New Jersey
$384M -$59.7M 35 0.6% Reduced
109
London Company of Virginia
London Company of Virginia
Virginia
$369M -$12.7M 2 2.22% Reduced
110
Frontier Capital Management
Frontier Capital Management
Massachusetts
$369M -$31.2M 7 4.06% Reduced
111
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$368M -$7.36M 17 0.87% Reduced
112
Bessemer Group
Bessemer Group
New Jersey
$367M -$37.3M 22 0.81% Reduced
113
VanEck Associates
VanEck Associates
New York
$360M +$3.08M 42 0.79% Increased
114
Balyasny Asset Management
Balyasny Asset Management
Illinois
$354M -$96M 29 0.72% Reduced
115
Truist Financial
Truist Financial
North Carolina
$350M -$2.84M 22 0.58% Reduced
116
Mariner
Mariner
Kansas
$338M +$31.1M 37 0.91% Increased
117
Samlyn Capital
Samlyn Capital
New York
$329M +$82.6M 2 5.38% Increased
118
Renaissance Technologies
Renaissance Technologies
New York
$325M -$59M 32 0.55% Reduced
119
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$322M -$6.35M 39 0.84% Reduced
120
Corient Private Wealth
Corient Private Wealth
Florida
$318M -$11.7M 23 0.73% Reduced
121
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$317M -$2.75M 5 1.64% Reduced
122
DnB Asset Management
DnB Asset Management
Norway
$310M +$48.8M 13 1.85% Increased
123
AGF Management
AGF Management
Ontario, Canada
$308M -$45.2M 10 2.18% Reduced
124
Natixis Advisors
Natixis Advisors
Massachusetts
$307M -$114K 15 0.94% Reduced
125
Vontobel Holding
Vontobel Holding
Switzerland
$306M -$485K 25 2.83% Reduced