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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
AQR Capital Management
AQR Capital Management
Connecticut
$368M -$84.5M 32 0.51% Reduced
127
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$362M +$5.99M 26 0.5% Increased
128
CET
Clean Energy Transition
United Kingdom
$356M +$44M 4 18.29% Increased
129
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$355M +$1.45M 6 1.4% Increased
130
Vontobel Holding
Vontobel Holding
Switzerland
$345M +$9.05M 25 1.11% Increased
131
Federated Hermes
Federated Hermes
Pennsylvania
$341M +$829K 25 0.75% Increased
132
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$341M +$13.3M 38 1.01% Increased
133
Fidelity International
Fidelity International
Bermuda
$340M -$95.8M 8 0.31% Reduced
134
Pictet Asset Management
Pictet Asset Management
Switzerland
$337M +$5.12M 29 0.37% Increased
135
Natixis Advisors
Natixis Advisors
Massachusetts
$336M +$11.4M 14 0.65% Increased
136
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$332M -$10.6M 30 0.63% Reduced
137
Holocene Advisors
Holocene Advisors
New York
$331M -$51.9M 8 1.34% Reduced
138
Truist Financial
Truist Financial
North Carolina
$328M -$39.4M 17 0.51% Reduced
139
Primecap Management
Primecap Management
California
$326M -$17.3M 4 0.24% Reduced
140
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$322M +$14M 30 0.76% Increased
141
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$320M -$8.5M 19 0.66% Reduced
142
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$304M +$5.42M 33 0.45% Increased
143
SurgoCap Partners
SurgoCap Partners
New York
$300M -$10.9M 1 14.98% Reduced
144
Public Investment Fund
Public Investment Fund
Saudi Arabia
$298M $0 3 1.12% Maintained
145
SEI Investments
SEI Investments
Pennsylvania
$298M +$10.6M 31 0.39% Increased
146
Lone Pine Capital
Lone Pine Capital
Connecticut
$295M -$61.6M 1 2.2% Reduced
147
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$292M -$1.09B 10 0.25% Reduced
148
Great Lakes Advisors
Great Lakes Advisors
Illinois
$288M +$10.3M 9 2.41% Increased
149
AGF Management
AGF Management
Ontario, Canada
$286M +$20M 7 1.45% Increased
150
DnB Asset Management
DnB Asset Management
Norway
$286M -$17.8M 16 1.29% Reduced