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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
151
Winton Group
Winton Group
United Kingdom
$105M +$55.8M 3 0.83% Increased
152
Orbis Holdings
Orbis Holdings
Bermuda
$104M -$2.8M 2 0.88% Reduced
153
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$103M -$42.6M 9 0.45% Reduced
154
Canada Life
Canada Life
Manitoba, Canada
$103M +$5.68M 22 0.4% Increased
155
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$102M +$724K 13 0.64% Increased
156
Sanders Capital
Sanders Capital
Florida
$102M -$1.85M 1 1.02% Reduced
157
Sarasin & Partners
Sarasin & Partners
United Kingdom
$101M +$3.56M 1 1.82% Increased
158
US Bancorp
US Bancorp
Minnesota
$101M +$789K 32 0.42% Increased
159
KeyBank National Association
KeyBank National Association
Ohio
$101M -$575K 9 0.71% Reduced
160
Frontier Capital Management
Frontier Capital Management
Massachusetts
$99.1M +$5.94M 3 0.83% Increased
161
Columbia Wanger Asset Management
Columbia Wanger Asset Management
Illinois
$98.9M +$86.1K 1 0.79% Increased
162
Glenmede Trust
Glenmede Trust
Pennsylvania
$98.1M -$22.1M 20 0.72% Reduced
163
Santa Barbara Asset Management
Santa Barbara Asset Management
California
$98M -$27.3M 1 2.05% Reduced
164
Los Angeles Capital Management
Los Angeles Capital Management
California
$97.9M +$12.9M 6 0.95% Increased
165
SIG
Senator Investment Group
New York
$97.8M -$274M 2 1.2% Reduced
166
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$97.1M +$41.5M 4 1.74% Increased
167
Fred Alger Management
Fred Alger Management
New York
$94.5M +$39.1M 2 0.52% Increased
168
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$93.3M +$98.6M 1 0.32% New
169
Chevy Chase Trust
Chevy Chase Trust
Maryland
$92.2M -$8.1M 7 0.58% Reduced
170
EA
Ecofin Advisors
United Kingdom
$91.6M +$26.6M 6 17.6% Increased
171
Private Management Group
Private Management Group
California
$89.7M +$1.13M 3 5.8% Increased
172
National Rural Electric Cooperative Association
National Rural Electric Cooperative Association
Virginia
$88.9M $0 2 1.7% Maintained
173
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$88.3M +$18.2M 23 0.69% Increased
174
ClearBridge Investments
ClearBridge Investments
New York
$88.1M -$6.62M 11 0.11% Reduced
175
KIG
Kovitz Investment Group
Illinois
$87.2M +$39M 3 5.08% Increased