← 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
151
KeyBank National Association
KeyBank National Association
Ohio
$124M -$5.6M 12 0.85% Reduced
152
BlackRock Japan
BlackRock Japan
Japan
$124M +$4.38M 4 0.53% Increased
153
Glenview Capital Management
Glenview Capital Management
New York
$123M -$76.5M 1 0.64% Reduced
154
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$123M +$1.66M 7 0.44% Increased
155
MAM
Majedie Asset Management
United Kingdom
$122M +$45.4M 1 20.66% Increased
156
SFM
Systematic Financial Management
New Jersey
$121M -$18M 9 0.88% Reduced
157
VM
Valinor Management
New York
$121M +$122M 1 3.35% New
158
GTP
Global Thematic Partners
New York
$120M +$8.03M 4 1.81% Increased
159
CA
Cortland Advisers
Delaware
$119M $0 1 2.61% Maintained
160
Axa
Axa
France
$118M -$24.7M 12 0.5% Reduced
161
Kayne Anderson Capital Advisors
Kayne Anderson Capital Advisors
California
$118M +$1.13M 3 0.67% Increased
162
Westfield Capital Management
Westfield Capital Management
Massachusetts
$114M +$21.9M 3 0.7% Increased
163
Orbis Holdings
Orbis Holdings
Bermuda
$113M +$3.07M 2 0.89% Increased
164
1919 Investment Counsel
1919 Investment Counsel
Maryland
$112M +$3.15M 10 2.3% Increased
165
Chevy Chase Trust
Chevy Chase Trust
Maryland
$112M +$13.7M 7 0.72% Increased
166
Eagle Asset Management
Eagle Asset Management
Florida
$111M +$3.83M 4 0.64% Increased
167
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$111M +$58.1M 30 0.1% Increased
168
Glenmede Trust
Glenmede Trust
Pennsylvania
$109M +$2.17M 18 0.96% Increased
169
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$109M -$6.12M 11 0.65% Reduced
170
RCM
Riverhead Capital Management
Delaware
$109M +$36.4M 8 1.87% Increased
171
Lazard Asset Management
Lazard Asset Management
New York
$107M +$41.8M 8 0.23% Increased
172
Sachem Head Capital Management
Sachem Head Capital Management
New York
$106M $0 1 11.78% Maintained
173
EPCM
Eton Park Capital Management
New York
$105M +$108M 2 1.24% New
174
Canada Life
Canada Life
Manitoba, Canada
$105M +$5.18M 23 0.35% Increased
175
Gabelli Funds
Gabelli Funds
New York
$105M +$11.5M 10 0.52% Increased