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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
Bridgewater Associates
Bridgewater Associates
Connecticut
$462M -$56.1M 11 1.81% Reduced
127
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$423M -$20.2M 25 0.74% Reduced
128
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft
Germany
$416M +$1.62M 23 0.69% Increased
129
Rockefeller Capital Management
Rockefeller Capital Management
New York
$413M +$20.6M 47 0.81% Increased
130
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$411M -$58.2M 20 0.67% Reduced
131
WCM Investment Management
WCM Investment Management
California
$411M +$13.5M 1 0.85% Increased
132
Balyasny Asset Management
Balyasny Asset Management
Illinois
$410M +$128M 27 0.52% Increased
133
London Company of Virginia
London Company of Virginia
Virginia
$410M -$6.63M 1 2.26% Reduced
134
Adage Capital Partners
Adage Capital Partners
Massachusetts
$408M +$11.3M 10 0.65% Increased
135
Merewether Investment Management
Merewether Investment Management
Texas
$407M +$52.7M 5 9.73% Increased
136
Truist Financial
Truist Financial
North Carolina
$404M +$7.77M 17 0.55% Increased
137
GAMA
Graticule Asia Macro Advisors
New York
$402M +$221M 1 91.91% New
138
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
$396M +$123M 1 4.66% Increased
139
HighTower Advisors
HighTower Advisors
Illinois
$389M +$26.3M 28 0.44% Increased
140
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$385M -$9.1M 19 0.75% Reduced
141
Robeco Schweiz
Robeco Schweiz
Switzerland
$385M +$29.8M 5 8.65% Increased
142
Hood River Capital Management
Hood River Capital Management
Florida
$382M -$3.08M 3 4.51% Reduced
143
VOYA Investment Management
VOYA Investment Management
Georgia
$371M -$299M 29 0.37% Reduced
144
Marshall Wace
Marshall Wace
United Kingdom
$371M -$26.5M 32 0.38% Reduced
145
Tidal Investments
Tidal Investments
Wisconsin
$370M +$135M 24 0.74% Increased
146
LSV Asset Management
LSV Asset Management
Illinois
$368M -$90.6M 7 0.81% Reduced
147
Axiom Investors
Axiom Investors
Connecticut
$356M +$4.74M 1 2.62% Increased
148
Aviva
Aviva
United Kingdom
$345M +$24.8M 9 0.63% Increased
149
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$340M -$10.7M 26 0.78% Reduced
150
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$339M -$25.1M 28 0.41% Reduced