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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
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$154M -$11.5M 2 0.85% Reduced
127
Santa Barbara Asset Management
Santa Barbara Asset Management
California
$151M -$2.24M 1 2.74% Reduced
128
NFA
Nationwide Fund Advisors
Ohio
$149M +$18.6M 27 0.62% Increased
129
HSBC Holdings
HSBC Holdings
United Kingdom
$149M +$16.6M 19 0.35% Increased
130
Panagora Asset Management
Panagora Asset Management
Massachusetts
$149M -$29.5M 14 0.68% Reduced
131
CIBC World Markets
CIBC World Markets
New York
$147M +$142M 4 1.5% Increased
132
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$142M +$96.9M 2 1.7% Increased
133
SSM
Sound Shore Management
Connecticut
$141M -$50M 1 2.42% Reduced
134
Marshall Wace
Marshall Wace
United Kingdom
$133M -$29.6M 8 0.88% Reduced
135
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$132M +$14.1M 6 0.95% Increased
136
Aberdeen Asset Management
Aberdeen Asset Management
United Kingdom
$130M +$2.56M 6 0.5% Increased
137
Capital Research Global Investors
Capital Research Global Investors
California
$128M +$49.2M 4 0.04% Increased
138
Soros Fund Management
Soros Fund Management
New York
$124M +$196K 2 2.87% Increased
139
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$124M -$34M 8 1.06% Reduced
140
Citadel Advisors
Citadel Advisors
Florida
$123M -$41.7M 38 0.12% Reduced
141
Prudential plc
Prudential plc
United Kingdom
$122M -$3.56M 3 0.43% Reduced
142
FC
Foundation Capital
California
$122M +$63.3M 2 32.08% Increased
143
Gates Capital Management
Gates Capital Management
New York
$120M -$24.3M 1 4.6% Reduced
144
Frontier Capital Management
Frontier Capital Management
Massachusetts
$120M -$55.6M 3 0.92% Reduced
145
Sanders Capital
Sanders Capital
Florida
$119M -$3.44M 1 0.84% Reduced
146
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$117M +$54.4M 4 0.3% Increased
147
CIBC World Market
CIBC World Market
Ontario, Canada
$117M +$85.3M 9 0.4% Increased
148
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$116M -$593K 11 1.51% Reduced
149
Bessemer Group
Bessemer Group
New Jersey
$116M +$10.7M 14 0.53% Increased
150
VanEck Associates
VanEck Associates
New York
$115M +$7.79M 18 0.57% Increased