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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
Frontier Capital Management
Frontier Capital Management
Massachusetts
$312M +$1.07M 5 3.66% Increased
127
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$305M +$90M 16 2.4% Increased
128
Encompass Capital Advisors
Encompass Capital Advisors
New York
$298M +$53.1M 12 15.03% Increased
129
Bessemer Group
Bessemer Group
New Jersey
$293M +$711K 17 0.76% Increased
130
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$292M +$32.7M 43 1.73% Increased
131
TC
Tairen Capital
Hong Kong
$290M +$213M 4 32.95% Increased
132
Baird Financial Group
Baird Financial Group
Wisconsin
$289M +$6.94M 25 0.85% Increased
133
DZ Bank
DZ Bank
Germany
$288M +$33.6M 22 0.53% Increased
134
Vontobel Holding
Vontobel Holding
Switzerland
$287M -$15.3M 29 3.35% Reduced
135
Truist Financial
Truist Financial
North Carolina
$284M +$480K 23 0.55% Increased
136
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$277M -$3.52M 34 0.71% Reduced
137
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$276M +$7.64M 18 0.72% Increased
138
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$271M -$44.1M 38 1.32% Reduced
139
Point72 Asset Management
Point72 Asset Management
Connecticut
$270M -$31.6M 23 1.08% Reduced
140
DnB Asset Management
DnB Asset Management
Norway
$270M -$96.6M 14 2.08% Reduced
141
CET
Clean Energy Transition
United Kingdom
$267M +$232M 5 30.66% Increased
142
Adage Capital Partners
Adage Capital Partners
Massachusetts
$264M -$25.4M 11 0.65% Reduced
143
Fred Alger Management
Fred Alger Management
New York
$261M -$64.9M 6 1.32% Reduced
144
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$261M -$20.4M 26 0.45% Reduced
145
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$258M +$3.65M 5 1.54% Increased
146
Eaton Vance Management
Eaton Vance Management
Massachusetts
$258M -$4.83M 22 0.38% Reduced
147
Natixis Advisors
Natixis Advisors
Massachusetts
$255M +$16.1M 19 1.08% Increased
148
Korea Investment Corp
Korea Investment Corp
South Korea
$251M -$11.5M 9 0.77% Reduced
149
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$242M -$33.3M 25 0.93% Reduced
150
Guinness Asset Management
Guinness Asset Management
United Kingdom
$240M -$304K 10 8.2% Reduced