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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
Sarasin & Partners
Sarasin & Partners
United Kingdom
$112M -$6.47M 2 1.83% Reduced
152
Canada Life
Canada Life
Manitoba, Canada
$111M -$6.6M 21 0.4% Reduced
153
Victory Capital Management
Victory Capital Management
Texas
$110M -$24.6M 11 0.45% Reduced
154
Santa Barbara Asset Management
Santa Barbara Asset Management
California
$109M -$2.88M 1 2.16% Reduced
155
Artisan Partners
Artisan Partners
Wisconsin
$109M -$41.1M 2 0.23% Reduced
156
Prudential plc
Prudential plc
United Kingdom
$106M +$29.7M 2 0.43% Increased
157
OM
Ospraie Management
New York
$106M -$3.72M 1 100% Reduced
158
Eaton Vance Management
Eaton Vance Management
Massachusetts
$105M -$20.8M 5 0.32% Reduced
159
FC
Foundation Capital
California
$105M $0 1 16.1% Maintained
160
US Bancorp
US Bancorp
Minnesota
$103M -$3.12M 33 0.4% Reduced
161
Citadel Advisors
Citadel Advisors
Florida
$102M -$17.5M 29 0.13% Reduced
162
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$100M +$98.3M 6 0.96% New
163
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$100M +$87.9M 3 5.9% New
164
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$99.9M +$41.1M 25 0.42% Increased
165
Peconic Partners
Peconic Partners
New York
$98.8M -$59.3M 1 21.43% Reduced
166
Chevy Chase Trust
Chevy Chase Trust
Maryland
$98.4M +$347K 6 0.56% Increased
167
Bessemer Group
Bessemer Group
New Jersey
$97.8M +$37.4M 11 0.55% Increased
168
Sanders Capital
Sanders Capital
Florida
$96.5M -$962K 1 0.83% Reduced
169
Clal Insurance
Clal Insurance
Israel
$96.4M -$2.43M 1 2.81% Reduced
170
Axa
Axa
France
$95.3M -$25.7M 12 0.43% Reduced
171
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$94.4M +$17.9M 4 0.25% Increased
172
AIM
Assured Investment Management
New York
$94.4M -$3.71M 4 2.08% Reduced
173
Capital Research Global Investors
Capital Research Global Investors
California
$93.4M +$3.95M 3 0.03% Increased
174
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$92.5M -$3.67M 4 1.86% Reduced
175
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$92.3M +$7.94M 6 0.74% Increased