← All themes

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
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$337M +$13.9M 43 1.8% Increased
127
Orbis Allan Gray
Orbis Allan Gray
Bermuda
$332M +$8.96M 3 2.64% Increased
128
Man Group
Man Group
United Kingdom
$328M -$39.2M 28 1.18% Reduced
129
Coatue Management
Coatue Management
New York
$328M +$1.27M 3 3.68% Increased
130
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$326M -$59.7M 71 0.08% Reduced
131
Axa
Axa
France
$324M +$87.3M 15 1.17% Increased
132
Adage Capital Partners
Adage Capital Partners
Massachusetts
$320M +$17.8M 13 0.77% Increased
133
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$320M -$880K 18 0.79% Reduced
134
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$317M +$60.4M 42 0.49% Increased
135
APG Asset Management
APG Asset Management
Netherlands
$317M +$66.6M 9 0.6% Increased
136
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$317M -$26.8M 17 2.13% Reduced
137
CET
Clean Energy Transition
United Kingdom
$314M +$14.5M 4 50.19% Increased
138
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$312M -$3.05M 35 0.76% Reduced
139
Fred Alger Management
Fred Alger Management
New York
$304M +$19M 7 1.65% Increased
140
ICP
Inclusive Capital Partners
California
$304M +$30.3M 1 25.65% Increased
141
ProShare Advisors
ProShare Advisors
Maryland
$298M +$27.2M 26 1.05% Increased
142
1832 Asset Management
1832 Asset Management
Ontario, Canada
$295M -$46.2M 20 0.49% Reduced
143
Brown Advisory
Brown Advisory
Maryland
$288M -$38.5M 14 0.53% Reduced
144
Natixis Advisors
Natixis Advisors
Massachusetts
$285M -$19.2M 17 1.08% Reduced
145
Balyasny Asset Management
Balyasny Asset Management
Illinois
$284M +$57.4M 31 0.78% Increased
146
ALPS Advisors
ALPS Advisors
Colorado
$283M -$40.5M 27 2.53% Reduced
147
DnB Asset Management
DnB Asset Management
Norway
$283M +$21M 15 1.99% Increased
148
Summit Partners Public Asset Management
Summit Partners Public Asset Management
Massachusetts
$270M +$65.9M 7 17.08% Increased
149
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$266M +$17.1M 36 1.3% Increased
150
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$257M +$23.2M 25 0.43% Increased