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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
Vontobel Holding
Vontobel Holding
Switzerland
$270M +$16.8M 26 2.38% Increased
127
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings
Israel
$269M -$46.1M 19 2.83% Reduced
128
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$269M -$6.01M 31 0.52% Reduced
129
Scout Investments
Scout Investments
Missouri
$269M -$6.72M 5 4% Reduced
130
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$267M +$32.2M 9 0.33% Increased
131
Marshall Wace North America
Marshall Wace North America
New York
$266M -$2.51M 20 1.13% Reduced
132
Adage Capital Partners
Adage Capital Partners
Massachusetts
$261M +$6.86M 12 0.51% Increased
133
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$258M -$4.8M 29 6.72% Reduced
134
Candriam SCA
Candriam SCA
Luxembourg
$251M +$26.7M 20 1.71% Increased
135
Granahan Investment Management
Granahan Investment Management
Massachusetts
$250M +$27.1M 6 4.75% Increased
136
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$245M -$45.1M 5 1.2% Reduced
137
Acadian Asset Management
Acadian Asset Management
Massachusetts
$241M +$2.74M 7 0.92% Increased
138
William Blair Investment Management
William Blair Investment Management
Illinois
$238M +$185M 4 0.67% Increased
139
Envestnet Asset Management
Envestnet Asset Management
Illinois
$238M -$86M 36 0.13% Reduced
140
Axa
Axa
France
$235M +$28.2M 18 0.66% Increased
141
Findlay Park Partners
Findlay Park Partners
United Kingdom
$232M -$161M 1 1.6% Reduced
142
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$232M +$22M 24 0.48% Increased
143
National Pension Service
National Pension Service
South Korea
$231M -$2.54M 6 0.44% Reduced
144
Davis Selected Advisers
Davis Selected Advisers
Arizona
$229M +$122M 1 1.06% Increased
145
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$229M -$3.17M 18 0.48% Reduced
146
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$227M +$1.09M 17 0.32% Increased
147
TIAM
TT International Asset Management
United Kingdom
$226M +$190M 4 12.6% Increased
148
1832 Asset Management
1832 Asset Management
Ontario, Canada
$226M -$17.6M 17 0.42% Reduced
149
Truist Financial
Truist Financial
North Carolina
$224M +$19.6M 26 0.37% Increased
150
Meitav Investment House
Meitav Investment House
Israel
$222M +$109M 9 3.64% Increased