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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
DG
Delek Group
Israel
$144M +$11.4M 4 6.55% Increased
127
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$143M +$14.6M 6 0.47% Increased
128
Epoch Investment Partners
Epoch Investment Partners
New York
$143M -$1.31M 1 0.66% Reduced
129
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$141M +$9.81M 2 1.38% Increased
130
Sarasin & Partners
Sarasin & Partners
United Kingdom
$140M -$9.31M 1 3.05% Reduced
131
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$137M +$5.75M 7 0.34% Increased
132
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$135M -$10.9M 3 1.63% Reduced
133
Fred Alger Management
Fred Alger Management
New York
$135M -$43.3M 3 0.62% Reduced
134
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$135M -$2.19M 4 0.49% Reduced
135
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$134M -$9.28M 3 1.25% Reduced
136
Envestnet Asset Management
Envestnet Asset Management
Illinois
$133M +$128M 12 0.21% Increased
137
Bessemer Group
Bessemer Group
New Jersey
$129M +$90.1M 17 0.56% Increased
138
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$123M -$3.93M 15 0.67% Reduced
139
National Pension Service
National Pension Service
South Korea
$123M +$6.83M 3 0.51% Increased
140
Nomura Holdings
Nomura Holdings
Japan
$120M +$115M 8 0.45% Increased
141
TPG Group Holdings (SBS) Advisors
TPG Group Holdings (SBS) Advisors
Texas
$119M +$15M 1 1.93% Increased
142
Holocene Advisors
Holocene Advisors
New York
$118M +$21.3M 7 1.9% Increased
143
ORIO
Old Republic International (ORI)
Illinois
$117M +$16M 3 3.48% Increased
144
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$115M +$25.2M 15 0.83% Increased
145
US Bancorp
US Bancorp
Minnesota
$114M +$2.51M 37 0.37% Increased
146
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$113M +$15.2M 10 1.98% Increased
147
DnB Asset Management
DnB Asset Management
Norway
$112M -$19.1M 13 1.46% Reduced
148
ProShare Advisors
ProShare Advisors
Maryland
$111M +$9.65M 12 0.78% Increased
149
Meitav Investment House
Meitav Investment House
Israel
$110M +$29.6M 6 6.81% Increased
150
1832 Asset Management
1832 Asset Management
Ontario, Canada
$110M +$59.3M 5 0.43% Increased