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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
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$121M -$15.3M 8 0.25% Reduced
152
HighTower Advisors
HighTower Advisors
Illinois
$119M +$4.98M 18 0.65% Increased
153
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$119M -$22.5M 16 0.72% Reduced
154
Chevy Chase Trust
Chevy Chase Trust
Maryland
$118M +$1.75M 5 0.48% Increased
155
IAM
Ion Asset Management
Israel
$117M -$10.1M 2 27.78% Reduced
156
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$117M +$2.19M 17 0.36% Increased
157
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$116M +$25.4M 9 0.24% Increased
158
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$116M -$20.4M 9 0.72% Reduced
159
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$116M +$29.1M 38 0.04% Increased
160
TD Asset Management
TD Asset Management
Ontario, Canada
$115M +$16.5M 8 0.18% Increased
161
John W. Bristol & Co
John W. Bristol & Co
New York
$113M -$1.2M 1 2.92% Reduced
162
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$112M +$32.7M 11 0.39% Increased
163
ORIO
Old Republic International (ORI)
Illinois
$111M -$13.1M 3 2.96% Reduced
164
ValueAct Holdings
ValueAct Holdings
California
$110M +$23.9M 2 1.19% Increased
165
Calamos Advisors
Calamos Advisors
Illinois
$110M -$42.8M 6 0.6% Reduced
166
GVI
Green Valley Investors
Delaware
$110M $0 1 6.23% Maintained
167
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$109M -$6.09M 15 0.51% Reduced
168
LPC
Lion Point Capital
New York
$109M +$40.1M 2 12.17% Increased
169
LPL Financial
LPL Financial
California
$109M +$8.61M 27 0.22% Increased
170
ECP
Electron Capital Partners
New York
$108M -$3.39M 4 15.76% Reduced
171
Fidelity International
Fidelity International
Bermuda
$107M +$6.98M 6 0.16% Increased
172
Natixis
Natixis
France
$106M +$105M 9 0.68% Increased
173
EARNEST Partners
EARNEST Partners
Georgia
$106M +$1.74M 6 0.96% Increased
174
Orbis Allan Gray
Orbis Allan Gray
Bermuda
$105M +$9.63M 1 0.78% Increased
175
ACM
Arosa Capital Management
Florida
$104M +$34.5M 8 18.6% Increased