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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
1832 Asset Management
1832 Asset Management
Ontario, Canada
$275M -$34.3M 17 0.53% Reduced
127
Marshall Wace North America
Marshall Wace North America
New York
$271M -$19.2M 22 1.13% Reduced
128
National Pension Service
National Pension Service
South Korea
$271M +$1.71M 6 0.52% Increased
129
Phoenix Financial
Phoenix Financial
Israel
$271M +$64.3M 7 5.16% Increased
130
Two Sigma Investments
Two Sigma Investments
New York
$270M -$1.85M 21 0.61% Reduced
131
Vontobel Holding
Vontobel Holding
Switzerland
$269M +$15.8M 24 2.32% Increased
132
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$267M +$4.66M 5 3.16% Increased
133
Scout Investments
Scout Investments
Missouri
$265M +$63.3M 5 3.95% Increased
134
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$263M +$29.3M 14 0.37% Increased
135
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$261M +$25.2M 43 0.35% Increased
136
Federated Hermes
Federated Hermes
Pennsylvania
$258M -$35.9M 21 0.48% Reduced
137
Point72 Asset Management
Point72 Asset Management
Connecticut
$254M +$17.8M 20 1.14% Increased
138
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$254M -$11.5M 18 0.53% Reduced
139
AIG
American International Group
New York
$253M +$130K 40 0.86% Increased
140
Viking Global Investors
Viking Global Investors
Connecticut
$252M +$6.61M 2 0.76% Increased
141
Candriam SCA
Candriam SCA
Luxembourg
$251M +$64.2M 21 1.72% Increased
142
Granahan Investment Management
Granahan Investment Management
Massachusetts
$250M +$7.81M 6 4.66% Increased
143
Jennison Associates
Jennison Associates
New York
$249M -$43.6M 15 0.16% Reduced
144
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$249M +$33.4M 35 0.69% Increased
145
Prudential Financial
Prudential Financial
New Jersey
$248M -$66.3M 30 0.34% Reduced
146
PointState Capital
PointState Capital
New York
$246M +$63.7M 3 4.24% Increased
147
NP
Newlight Partners
New York
$245M $0 1 9.09% Maintained
148
ECP
Electron Capital Partners
New York
$243M -$11.5M 4 11.76% Reduced
149
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$238M -$34.8M 23 0.49% Reduced
150
NSLI
Nan Shan Life Insurance
Taiwan
$233M +$82.8M 5 3.95% Increased