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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
Mariner
Mariner
Kansas
$508M +$151M 37 0.73% Increased
102
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$506M -$45.3M 65 0.07% Reduced
103
ECP
Electron Capital Partners
New York
$502M +$31.5M 9 26.85% Increased
104
Point72 Asset Management
Point72 Asset Management
Connecticut
$499M +$199M 15 0.98% Increased
105
National Bank of Canada
National Bank of Canada
Quebec, Canada
$486M -$80.8M 36 0.46% Reduced
106
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$481M +$53.2M 25 0.86% Increased
107
Allianz Asset Management
Allianz Asset Management
Germany
$477M +$7.69M 12 0.57% Increased
108
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$463M -$36.1M 32 1.13% Reduced
109
Russell Investments Group
Russell Investments Group
United Kingdom
$462M +$32.9M 43 0.59% Increased
110
Prudential Financial
Prudential Financial
New Jersey
$457M +$34.6M 28 0.59% Increased
111
Allspring Global Investments
Allspring Global Investments
North Carolina
$451M +$121M 18 0.75% Increased
112
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$441M -$1.51M 31 0.39% Reduced
113
Bridgewater Associates
Bridgewater Associates
Connecticut
$438M +$52.6M 5 1.77% Increased
114
Corient Private Wealth
Corient Private Wealth
Florida
$437M -$20.5M 23 0.58% Reduced
115
Natixis Advisors
Natixis Advisors
Massachusetts
$436M +$27.1M 14 0.69% Increased
116
Primecap Management
Primecap Management
California
$433M +$1.56M 4 0.34% Increased
117
London Company of Virginia
London Company of Virginia
Virginia
$430M -$9.65M 1 2.43% Reduced
118
Samlyn Capital
Samlyn Capital
New York
$427M +$62.4M 2 5.87% Increased
119
SEI Investments
SEI Investments
Pennsylvania
$424M +$33M 28 0.49% Increased
120
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$421M -$60M 36 0.56% Reduced
121
William Blair & Company
William Blair & Company
Illinois
$420M +$121M 15 1.17% Increased
122
Encompass Capital Advisors
Encompass Capital Advisors
New York
$418M -$40.5M 8 15.25% Reduced
123
Clal Insurance
Clal Insurance
Israel
$414M -$81.1M 7 4.07% Reduced
124
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$413M +$81M 20 0.71% Increased
125
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$400M +$105M 31 0.72% Increased