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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
Axa
Axa
France
$150M -$18.5M 9 0.65% Reduced
127
RP
RR Partners
New York
$137M -$30.4M 1 9.4% Reduced
128
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$136M -$80M 11 0.24% Reduced
129
DZ Bank
DZ Bank
Germany
$132M -$2.26M 13 0.55% Reduced
130
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$132M -$10.8M 4 0.31% Reduced
131
Prudential plc
Prudential plc
United Kingdom
$132M -$2.89M 3 0.42% Reduced
132
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$132M +$88.3M 11 0.35% Increased
133
VanEck Associates
VanEck Associates
New York
$130M +$26.4M 17 0.67% Increased
134
Sarasin & Partners
Sarasin & Partners
United Kingdom
$129M +$9.04M 1 2.61% Increased
135
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$126M +$7.2M 5 0.37% Increased
136
Alyeska Investment Group
Alyeska Investment Group
Illinois
$124M +$114M 1 0.93% New
137
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$122M -$7.01M 13 1.38% Reduced
138
Aperio Group
Aperio Group
California
$122M +$4.32M 19 0.69% Increased
139
Ruffer LLP
Ruffer LLP
United Kingdom
$116M +$20.7M 2 4.99% Increased
140
ORIO
Old Republic International (ORI)
Illinois
$116M -$12.7M 3 3.83% Reduced
141
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$116M +$6.3M 16 0.74% Increased
142
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$113M -$890K 2 2.87% Reduced
143
FC
Foundation Capital
California
$111M -$10.7M 2 28.77% Reduced
144
QIM
Quantitative Investment Management
Virginia
$110M +$29.9M 10 1.25% Increased
145
US Bancorp
US Bancorp
Minnesota
$109M -$1.69M 32 0.35% Reduced
146
Chevy Chase Trust
Chevy Chase Trust
Maryland
$108M +$472K 5 0.49% Increased
147
Korea Investment Corp
Korea Investment Corp
South Korea
$107M +$2.99M 3 0.49% Increased
148
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$106M +$327K 3 5.28% Increased
149
Los Angeles Capital Management
Los Angeles Capital Management
California
$103M +$61.6M 9 0.6% Increased
150
CIBC World Markets
CIBC World Markets
New York
$102M +$54.2M 4 0.97% Increased