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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
Federated Hermes
Federated Hermes
Pennsylvania
$154M -$41.5M 21 0.38% Reduced
127
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$152M -$22M 13 5.24% Reduced
128
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$151M -$37.1M 4 2.22% Reduced
129
EARNEST Partners
EARNEST Partners
Georgia
$150M +$1.09M 5 1.42% Increased
130
National Pension Service
National Pension Service
South Korea
$149M -$110K 3 0.43% Reduced
131
Van Berkom & Associates
Van Berkom & Associates
Quebec, Canada
$148M +$24.9M 2 4.34% Increased
132
Frontier Capital Management
Frontier Capital Management
Massachusetts
$148M -$4.66M 3 1.31% Reduced
133
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$146M -$389K 9 0.71% Reduced
134
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$144M +$31.4M 14 0.31% Increased
135
Phoenix Financial
Phoenix Financial
Israel
$144M -$31.1M 7 6.1% Reduced
136
Hood River Capital Management
Hood River Capital Management
Florida
$144M +$12.7M 4 6.44% Increased
137
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$142M -$3.68M 2 1.82% Reduced
138
Canada Life
Canada Life
Manitoba, Canada
$142M -$26.7M 29 0.33% Reduced
139
Two Sigma Advisers
Two Sigma Advisers
New York
$142M -$96.7M 25 0.42% Reduced
140
M&T Bank
M&T Bank
New York
$139M -$1.27M 7 0.74% Reduced
141
ECP
Electron Capital Partners
New York
$139M +$74.1M 5 15.18% Increased
142
CIBC World Markets
CIBC World Markets
New York
$138M -$9.12M 4 1.48% Reduced
143
Lyrical Asset Management
Lyrical Asset Management
New York
$138M -$3.43M 1 2.72% Reduced
144
KSCM
Key Square Capital Management
Connecticut
$135M +$64.3M 1 32% New
145
Adage Capital Partners
Adage Capital Partners
Massachusetts
$134M -$8.72M 7 0.34% Reduced
146
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$134M +$67.2M 3 2.34% Increased
147
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$131M +$36.3M 8 0.63% Increased
148
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$129M +$1.19M 9 0.36% Increased
149
Cincinnati Insurance
Cincinnati Insurance
Ohio
$129M $0 2 3.45% Maintained
150
Cowen and Company
Cowen and Company
New York
$129M +$23.6M 2 21.44% Increased