← All themes

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
126
Fundsmith LLP
Fundsmith LLP
United Kingdom
$822M +$771M 2 6.02% New
127
National Bank of Canada
National Bank of Canada
Quebec, Canada
$813M +$138M 40 0.58% Increased
128
Primecap Management
Primecap Management
California
$810M -$8.89M 4 0.48% Reduced
129
Rockefeller Capital Management
Rockefeller Capital Management
New York
$800M +$25.6M 48 1.23% Increased
130
Storebrand Asset Management
Storebrand Asset Management
Norway
$785M -$41.4M 23 1.93% Reduced
131
USS Investment Management
USS Investment Management
United Kingdom
$780M +$18.4M 10 2.8% Increased
132
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$775M $0 21 1.31% Maintained
133
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$771M +$377M 3 4.43% Increased
134
Los Angeles Capital Management
Los Angeles Capital Management
California
$747M +$26M 29 2.75% Increased
135
Artisan Partners
Artisan Partners
Wisconsin
$742M -$307M 3 1.18% Reduced
136
Aristotle Capital Management
Aristotle Capital Management
California
$737M -$49.5M 2 1.55% Reduced
137
Winslow Capital Management
Winslow Capital Management
Minnesota
$727M -$367M 2 2.5% Reduced
138
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$716M +$62.7M 21 0.89% Increased
139
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$716M -$83.7M 36 0.56% Reduced
140
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$699M +$40.3M 27 1.16% Increased
141
Aviva
Aviva
United Kingdom
$699M +$34.2M 12 1.03% Increased
142
Point72 Asset Management
Point72 Asset Management
Connecticut
$687M -$75.3M 30 0.76% Reduced
143
Truist Financial
Truist Financial
North Carolina
$680M +$14.4M 26 0.81% Increased
144
Royal London Asset Management
Royal London Asset Management
United Kingdom
$664M +$23.8M 10 1.22% Increased
145
Squarepoint
Squarepoint
New York
$657M +$210M 38 0.73% Increased
146
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft
Germany
$656M -$732K 25 1% Reduced
147
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$643M -$33.8M 17 1.45% Reduced
148
Adage Capital Partners
Adage Capital Partners
Massachusetts
$623M -$42.8M 9 0.87% Reduced
149
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$618M +$18.9M 2 1.46% Increased
150
Korea Investment Corp
Korea Investment Corp
South Korea
$618M -$34.5M 9 1.17% Reduced