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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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$429M -$10.3M 42 0.59% Reduced
102
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$424M +$121M 4 0.28% Increased
103
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$421M -$19.5M 44 0.86% Reduced
104
Macquarie Group
Macquarie Group
Australia
$420M -$65.3M 17 0.49% Reduced
105
Fidelity International
Fidelity International
Bermuda
$416M -$36.5M 17 0.44% Reduced
106
Truist Financial
Truist Financial
North Carolina
$414M +$51.7M 21 0.66% Increased
107
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$414M -$48.9M 24 0.82% Reduced
108
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$401M -$4.09M 42 0.24% Reduced
109
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$400M -$64.2M 28 0.82% Reduced
110
Russell Investments Group
Russell Investments Group
United Kingdom
$400M -$35.6M 38 0.71% Reduced
111
Mariner
Mariner
Kansas
$392M +$29.1M 37 0.93% Increased
112
HCC
Hill City Capital
Massachusetts
$385M +$176M 3 33.96% Increased
113
Voloridge Investment Management
Voloridge Investment Management
Florida
$383M +$92.5M 14 1.51% Increased
114
Prudential Financial
Prudential Financial
New Jersey
$381M -$13.1M 34 0.58% Reduced
115
DnB Asset Management
DnB Asset Management
Norway
$365M +$17M 12 1.89% Increased
116
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$360M -$36.6M 43 0.5% Reduced
117
VanEck Associates
VanEck Associates
New York
$356M +$568K 40 0.65% Increased
118
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$350M -$102M 4 1.07% Reduced
119
Bessemer Group
Bessemer Group
New Jersey
$350M -$42M 20 0.68% Reduced
120
Orbis Allan Gray
Orbis Allan Gray
Bermuda
$348M +$28.7M 2 2.19% Increased
121
AGF Management
AGF Management
Ontario, Canada
$346M -$950K 6 2.04% Reduced
122
Samlyn Capital
Samlyn Capital
New York
$337M -$16M 2 6.71% Reduced
123
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$334M +$19.5M 26 0.5% Increased
124
Two Sigma Investments
Two Sigma Investments
New York
$332M +$118M 39 0.76% Increased
125
London Company of Virginia
London Company of Virginia
Virginia
$332M -$25.4M 2 1.87% Reduced