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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
126
Veritas Asset Management
Veritas Asset Management
United Kingdom
$168M $0 1 2.98% Maintained
127
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$164M -$28.7M 5 0.47% Reduced
128
SAC Capital Advisors
SAC Capital Advisors
Connecticut
$164M -$118M 16 0.85% Reduced
129
Numeric Investors
Numeric Investors
Massachusetts
$163M +$32.5M 8 2.78% Increased
130
Soroban Capital Partners
Soroban Capital Partners
New York
$162M +$156M 1 2.05% New
131
NIMC
NWQ Investment Management Company
California
$161M -$10.7M 2 1.41% Reduced
132
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$155M +$30.5M 9 0.78% Increased
133
Citigroup
Citigroup
New York
$155M -$56.8M 43 0.16% Reduced
134
SSM
Sound Shore Management
Connecticut
$155M +$5.21M 1 2.67% Increased
135
Baupost Group
Baupost Group
Massachusetts
$152M -$121M 1 3.68% Reduced
136
EA
Euclid Advisors
Connecticut
$148M +$35.4M 5 1.11% Increased
137
John W. Bristol & Co
John W. Bristol & Co
New York
$147M -$1.86M 1 2.58% Reduced
138
MTB
Mizuho Trust & Banking
Japan
$147M -$17.6M 4 0.55% Reduced
139
Discovery Capital Management
Discovery Capital Management
Connecticut
$146M +$99.2M 1 1.07% Increased
140
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$145M +$6.11M 11 2.88% Increased
141
SG Americas Securities
SG Americas Securities
New York
$145M +$32.6M 16 0.63% Increased
142
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$143M +$76.1M 8 0.84% Increased
143
CCM
Cadian Capital Management
New York
$143M -$35.2M 1 3.57% Reduced
144
Columbia Wanger Asset Management
Columbia Wanger Asset Management
Illinois
$142M -$4.04M 1 0.56% Reduced
145
Suntrust Banks
Suntrust Banks
Georgia
$141M +$6.09M 10 0.52% Increased
146
Two Sigma Advisers
Two Sigma Advisers
New York
$140M +$23.8M 16 1.27% Increased
147
CBOA
Commonwealth Bank of Australia
Australia
$140M +$42.9M 11 0.89% Increased
148
BlackRock Japan
BlackRock Japan
Japan
$137M -$1.29M 10 0.61% Reduced
149
GTP
Global Thematic Partners
New York
$129M -$9.71M 3 2.1% Reduced
150
US Bancorp
US Bancorp
Minnesota
$128M +$3.21M 29 0.53% Increased