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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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$435M +$33.5M 39 0.41% Increased
102
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$431M +$90.6M 45 0.57% Increased
103
Storebrand Asset Management
Storebrand Asset Management
Norway
$427M +$7.17M 27 1.42% Increased
104
Balyasny Asset Management
Balyasny Asset Management
Illinois
$426M +$89.5M 27 0.74% Increased
105
Primecap Management
Primecap Management
California
$425M -$29.6M 4 0.31% Reduced
106
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$425M +$15.8M 5 0.27% Increased
107
Montrusco Bolton Investments
Montrusco Bolton Investments
Quebec, Canada
$419M +$80.7M 2 4.39% Increased
108
Viking Global Investors
Viking Global Investors
Connecticut
$417M +$303M 1 1.6% Increased
109
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$416M +$5.46M 28 0.75% Increased
110
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$415M +$93.4M 27 0.51% Increased
111
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$412M +$31.4M 22 0.75% Increased
112
American Century Companies
American Century Companies
Missouri
$411M +$122M 34 0.25% Increased
113
Russell Investments Group
Russell Investments Group
United Kingdom
$395M -$26.3M 43 0.64% Reduced
114
Clal Insurance
Clal Insurance
Israel
$394M -$22.3M 7 4.12% Reduced
115
Robeco Schweiz
Robeco Schweiz
Switzerland
$393M +$18.3M 8 7.55% Increased
116
Aberdeen Group
Aberdeen Group
United Kingdom
$390M -$36.3M 16 0.75% Reduced
117
Fidelity International
Fidelity International
Bermuda
$384M -$43.4M 11 0.38% Reduced
118
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$381M -$35.4M 70 0.07% Reduced
119
Mariner
Mariner
Kansas
$368M +$19.1M 41 0.71% Increased
120
Truist Financial
Truist Financial
North Carolina
$354M -$145M 20 0.54% Reduced
121
Pictet Asset Management
Pictet Asset Management
Switzerland
$351M +$75.5M 30 0.4% Increased
122
Select Equity Group
Select Equity Group
New York
$343M -$137M 2 1.35% Reduced
123
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$341M -$29.3M 5 1.39% Reduced
124
Voloridge Investment Management
Voloridge Investment Management
Florida
$333M +$39.5M 12 1.24% Increased
125
Alyeska Investment Group
Alyeska Investment Group
Illinois
$326M +$236M 8 1.86% Increased