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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
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$320M +$15.3M 7 1.45% Increased
127
Alyeska Investment Group
Alyeska Investment Group
Illinois
$317M -$40.7M 8 1.19% Reduced
128
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft
Germany
$315M +$338M 7 0.62% New
129
Allspring Global Investments
Allspring Global Investments
North Carolina
$313M -$101M 16 0.5% Reduced
130
SEI Investments
SEI Investments
Pennsylvania
$311M +$6.54M 29 0.4% Increased
131
Primecap Management
Primecap Management
California
$306M -$9.58M 4 0.24% Reduced
132
Aberdeen Group
Aberdeen Group
United Kingdom
$302M -$35.1M 14 0.57% Reduced
133
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$301M -$9.5M 19 0.63% Reduced
134
HighTower Advisors
HighTower Advisors
Illinois
$297M +$22.4M 27 0.41% Increased
135
Encompass Capital Advisors
Encompass Capital Advisors
New York
$296M +$58.7M 8 11.13% Increased
136
CET
Clean Energy Transition
United Kingdom
$296M -$48.6M 2 11.08% Reduced
137
Bessemer Group
Bessemer Group
New Jersey
$295M +$28.2M 24 0.48% Increased
138
D.E. Shaw & Co
D.E. Shaw & Co
New York
$295M -$37.2M 40 0.22% Reduced
139
Vontobel Holding
Vontobel Holding
Switzerland
$285M -$47.2M 21 0.98% Reduced
140
Mariner
Mariner
Kansas
$281M -$51.3M 40 0.47% Reduced
141
AGF Management
AGF Management
Ontario, Canada
$278M -$13M 5 1.38% Reduced
142
Westfield Capital Management
Westfield Capital Management
Massachusetts
$272M +$52.1M 3 1.19% Increased
143
Robeco Schweiz
Robeco Schweiz
Switzerland
$272M -$114M 5 5.81% Reduced
144
Great Lakes Advisors
Great Lakes Advisors
Illinois
$271M -$23.5M 7 2.32% Reduced
145
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$266M +$4.34M 30 0.68% Increased
146
Adage Capital Partners
Adage Capital Partners
Massachusetts
$261M +$18.6M 12 0.46% Increased
147
Renaissance Technologies
Renaissance Technologies
New York
$261M -$4.33M 28 0.39% Reduced
148
Fidelity International
Fidelity International
Bermuda
$259M -$95.2M 7 0.24% Reduced
149
Montrusco Bolton Investments
Montrusco Bolton Investments
Quebec, Canada
$257M -$128M 2 3.11% Reduced
150
ProShare Advisors
ProShare Advisors
Maryland
$253M -$18.3M 33 0.58% Reduced