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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
Winslow Capital Management
Winslow Capital Management
Minnesota
$850M -$142M 2 3.32% Reduced
102
Tiger Global Management
Tiger Global Management
New York
$849M $0 1 3.72% Maintained
103
Westfield Capital Management
Westfield Capital Management
Massachusetts
$838M +$92.5M 6 3.52% Increased
104
Primecap Management
Primecap Management
California
$828M -$21.1M 4 0.65% Reduced
105
CIBC Bancorp USA
CIBC Bancorp USA
Illinois
$809M +$748M 22 1.09% New
106
William Blair & Company
William Blair & Company
Illinois
$798M +$79.6M 19 2.29% Increased
107
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$791M -$1.3M 21 1.31% Reduced
108
AGF Management
AGF Management
Ontario, Canada
$789M +$182M 8 3.54% Increased
109
Aristotle Capital Management
Aristotle Capital Management
California
$780M +$3.93M 2 1.63% Increased
110
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$778M -$41.3M 5 0.54% Reduced
111
Artisan Partners
Artisan Partners
Wisconsin
$772M -$34.7M 3 1.24% Reduced
112
Allspring Global Investments
Allspring Global Investments
North Carolina
$753M -$79.7M 17 1.26% Reduced
113
Point72 Asset Management
Point72 Asset Management
Connecticut
$747M -$60.2M 31 0.96% Reduced
114
Natixis Advisors
Natixis Advisors
Massachusetts
$740M -$6.99M 17 1.03% Reduced
115
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$738M +$239M 33 1.61% Increased
116
Allianz Asset Management
Allianz Asset Management
Germany
$735M -$55.3M 16 0.77% Reduced
117
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$722M +$142M 29 0.8% Increased
118
Hood River Capital Management
Hood River Capital Management
Florida
$708M -$7.04M 5 7.09% Reduced
119
Storebrand Asset Management
Storebrand Asset Management
Norway
$704M +$3.09M 25 2.02% Increased
120
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$699M -$17.2M 13 1% Reduced
121
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$692M -$1.12M 15 1.77% Reduced
122
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$687M -$66.5M 33 0.59% Reduced
123
Swedbank
Swedbank
Sweden
$686M -$81.4M 15 0.72% Reduced
124
Tidal Investments
Tidal Investments
Wisconsin
$668M +$141M 27 1.41% Increased
125
VARA
Value Aligned Research Advisors
New Jersey
$660M -$14.3M 2 3.19% Reduced