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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
Select Equity Group
Select Equity Group
New York
$328M +$81M 1 1.17% Increased
127
Marshall Wace
Marshall Wace
United Kingdom
$327M +$73.2M 26 0.55% Increased
128
Montrusco Bolton Investments
Montrusco Bolton Investments
Quebec, Canada
$319M +$54.8M 2 3.96% Increased
129
Encompass Capital Advisors
Encompass Capital Advisors
New York
$308M -$52.1M 10 18.01% Reduced
130
Renaissance Technologies
Renaissance Technologies
New York
$304M -$37.2M 35 0.47% Reduced
131
Vontobel Holding
Vontobel Holding
Switzerland
$301M -$16.8M 25 2.52% Reduced
132
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$295M +$29.1M 11 1.48% Increased
133
Frontier Capital Management
Frontier Capital Management
Massachusetts
$292M -$39.7M 7 2.95% Reduced
134
SEI Investments
SEI Investments
Pennsylvania
$286M +$33.4M 32 0.46% Increased
135
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$285M +$6.78M 35 0.59% Increased
136
Jennison Associates
Jennison Associates
New York
$283M +$38.1M 11 0.21% Increased
137
Korea Investment Corp
Korea Investment Corp
South Korea
$280M +$75.3M 8 0.74% Increased
138
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$278M -$47.6M 20 0.61% Reduced
139
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$271M -$10.4M 20 0.61% Reduced
140
Two Sigma Advisers
Two Sigma Advisers
New York
$270M +$63.9M 24 0.63% Increased
141
Balyasny Asset Management
Balyasny Asset Management
Illinois
$262M -$91.7M 28 0.49% Reduced
142
Natixis Advisors
Natixis Advisors
Massachusetts
$260M -$48.8M 14 0.68% Reduced
143
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$256M +$8.64M 30 0.45% Increased
144
M&T Bank
M&T Bank
New York
$253M -$9.03M 17 0.93% Reduced
145
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$252M -$55.3M 5 1.21% Reduced
146
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$244M -$186M 27 1.13% Reduced
147
Great Lakes Advisors
Great Lakes Advisors
Illinois
$241M -$62.8M 7 2.3% Reduced
148
Alyeska Investment Group
Alyeska Investment Group
Illinois
$240M -$163M 7 1.59% Reduced
149
National Bank of Canada
National Bank of Canada
Quebec, Canada
$240M -$71.3M 43 0.38% Reduced
150
UniSuper Management
UniSuper Management
Australia
$239M -$2.99M 12 2.64% Reduced