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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
Allspring Global Investments
Allspring Global Investments
North Carolina
$621M +$1.93M 18 1.01% Increased
102
Acadian Asset Management
Acadian Asset Management
Massachusetts
$619M +$301M 31 1.02% Increased
103
Russell Investments Group
Russell Investments Group
United Kingdom
$619M +$5.68M 48 0.67% Increased
104
Primecap Management
Primecap Management
California
$617M -$52.2M 4 0.47% Reduced
105
Point72 Asset Management
Point72 Asset Management
Connecticut
$602M +$73.3M 34 0.67% Increased
106
Allianz Asset Management
Allianz Asset Management
Germany
$591M -$184M 17 0.6% Reduced
107
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$587M -$114M 14 1.5% Reduced
108
Artisan Partners
Artisan Partners
Wisconsin
$586M -$119M 3 0.88% Reduced
109
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$585M +$94M 58 0.07% Increased
110
Storebrand Asset Management
Storebrand Asset Management
Norway
$576M -$34.2M 25 1.55% Reduced
111
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$563M -$89.7M 11 2.17% Reduced
112
Erste Asset Management
Erste Asset Management
Austria
$563M -$11.5M 18 4.73% Reduced
113
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$561M -$50M 32 0.46% Reduced
114
Jennison Associates
Jennison Associates
New York
$556M +$349M 13 0.33% Increased
115
Bridgewater Associates
Bridgewater Associates
Connecticut
$554M +$68.5M 17 2.02% Increased
116
Natixis Advisors
Natixis Advisors
Massachusetts
$553M +$16.1M 15 0.78% Increased
117
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$551M -$39M 35 0.93% Reduced
118
SG Americas Securities
SG Americas Securities
New York
$551M +$408M 41 0.7% Increased
119
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$545M +$16.3M 10 0.78% Increased
120
Westfield Capital Management
Westfield Capital Management
Massachusetts
$544M -$124M 5 2.27% Reduced
121
William Blair & Company
William Blair & Company
Illinois
$536M +$28.8M 16 1.44% Increased
122
Merewether Investment Management
Merewether Investment Management
Texas
$508M +$85.9M 7 11.68% Increased
123
Voloridge Investment Management
Voloridge Investment Management
Florida
$506M +$46M 12 1.78% Increased
124
Nomura Asset Management International
Nomura Asset Management International
Pennsylvania
$493M +$504M 16 0.74% New
125
Hood River Capital Management
Hood River Capital Management
Florida
$491M +$130M 4 5.38% Increased