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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
Glenmede Trust
Glenmede Trust
Pennsylvania
$138M -$26.6M 21 0.66% Reduced
127
Sculptor Capital
Sculptor Capital
New York
$132M -$228M 4 0.75% Reduced
128
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$132M +$53M 32 0.35% Increased
129
Gates Capital Management
Gates Capital Management
New York
$130M -$4.85M 1 4.72% Reduced
130
FC
Foundation Capital
California
$129M $0 2 34.78% Maintained
131
NSLI
Nan Shan Life Insurance
Taiwan
$129M +$131M 1 3.21% New
132
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$129M +$3.53M 3 0.32% Increased
133
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$126M -$270M 29 0.06% Reduced
134
Numeric Investors
Numeric Investors
Massachusetts
$125M -$45.6M 8 1.14% Reduced
135
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$124M -$7.24M 7 0.89% Reduced
136
Barclays
Barclays
United Kingdom
$124M +$24M 39 0.13% Increased
137
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$119M +$6.35M 13 1.43% Increased
138
Frontier Capital Management
Frontier Capital Management
Massachusetts
$117M -$8.43M 2 0.86% Reduced
139
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$116M +$20.1M 8 1.37% Increased
140
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$115M +$19.2M 3 1.32% Increased
141
Prudential plc
Prudential plc
United Kingdom
$115M -$1.61M 3 0.39% Reduced
142
Sarasin & Partners
Sarasin & Partners
United Kingdom
$110M +$2.71M 1 2.13% Increased
143
Sanders Capital
Sanders Capital
Florida
$109M -$1.97M 1 0.73% Reduced
144
VanEck Associates
VanEck Associates
New York
$106M -$2.97M 18 0.47% Reduced
145
Adage Capital Partners
Adage Capital Partners
Massachusetts
$105M -$93.8M 4 0.26% Reduced
146
I.G. Investment Management
I.G. Investment Management
Manitoba, Canada
$105M -$42.3M 3 0.54% Reduced
147
NEAM
New England Asset Management
Connecticut
$104M +$106M 2 1.72% Increased
148
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$103M +$4.09M 7 0.98% Increased
149
Clal Insurance
Clal Insurance
Israel
$103M -$11.5M 1 2.09% Reduced
150
Soros Fund Management
Soros Fund Management
New York
$102M -$35.4M 1 2.06% Reduced