← 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
Candriam SCA
Candriam SCA
Luxembourg
$346M -$132M 13 2.5% Reduced
127
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$339M -$2.08M 5 1.67% Reduced
128
Corient Private Wealth
Corient Private Wealth
Florida
$339M +$125M 23 0.78% Increased
129
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$337M -$144M 22 0.77% Reduced
130
Mariner
Mariner
Kansas
$326M +$69.7M 40 0.87% Increased
131
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$324M +$6.45M 5 0.22% Increased
132
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$319M -$27.8M 44 1.41% Reduced
133
Two Sigma Advisers
Two Sigma Advisers
New York
$318M -$168M 23 0.81% Reduced
134
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$317M +$30.5M 24 0.48% Increased
135
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$317M +$52.5M 42 0.4% Increased
136
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$316M +$188M 29 1.15% Increased
137
Orbis Allan Gray
Orbis Allan Gray
Bermuda
$302M +$12.7M 2 2.16% Increased
138
Lazard Asset Management
Lazard Asset Management
New York
$299M +$73.7M 24 0.37% Increased
139
Samlyn Capital
Samlyn Capital
New York
$298M +$151M 2 5.04% Increased
140
Squarepoint
Squarepoint
New York
$296M +$9.7M 33 0.91% Increased
141
Natixis Advisors
Natixis Advisors
Massachusetts
$294M +$6.6M 15 0.91% Increased
142
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$292M -$11.7M 18 0.66% Reduced
143
GC
Greenvale Capital
United Kingdom
$286M +$150M 3 19.6% Increased
144
Meitav Investment House
Meitav Investment House
Israel
$286M +$6.21M 14 4.59% Increased
145
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$285M -$7.58M 35 0.63% Reduced
146
William Blair Investment Management
William Blair Investment Management
Illinois
$284M -$14.3M 6 0.91% Reduced
147
Jennison Associates
Jennison Associates
New York
$282M -$36.9M 14 0.23% Reduced
148
Baird Financial Group
Baird Financial Group
Wisconsin
$275M -$36.2M 26 0.73% Reduced
149
Coatue Management
Coatue Management
New York
$273M +$124M 6 1.34% Increased
150
Two Sigma Investments
Two Sigma Investments
New York
$271M -$182M 36 0.68% Reduced