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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
Scout Investments
Scout Investments
Missouri
$233M -$46.9M 5 3.38% Reduced
152
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$227M -$43.5M 4 3.09% Reduced
153
Baird Financial Group
Baird Financial Group
Wisconsin
$223M +$10.7M 22 0.52% Increased
154
Voloridge Investment Management
Voloridge Investment Management
Florida
$223M -$110M 20 1.22% Reduced
155
Davis Selected Advisers
Davis Selected Advisers
Arizona
$219M -$1.84M 1 1.02% Reduced
156
SI
Standard Investments
New York
$216M +$39.4M 1 5.5% Increased
157
Truist Financial
Truist Financial
North Carolina
$214M -$22.1M 27 0.33% Reduced
158
Osaic Holdings
Osaic Holdings
Arizona
$209M +$7.25M 84 0.4% Increased
159
Coatue Management
Coatue Management
New York
$209M -$262M 2 0.93% Reduced
160
Findlay Park Partners
Findlay Park Partners
United Kingdom
$208M -$65.2M 1 1.39% Reduced
161
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$207M -$899K 43 0.47% Reduced
162
Fred Alger Management
Fred Alger Management
New York
$206M -$230M 4 0.52% Reduced
163
ECP ControlCo
ECP ControlCo
New Jersey
$205M -$360M 2 3.29% Reduced
164
Canada Life
Canada Life
Manitoba, Canada
$205M +$52.2M 33 0.42% Increased
165
1832 Asset Management
1832 Asset Management
Ontario, Canada
$204M -$39.7M 17 0.36% Reduced
166
Federated Hermes
Federated Hermes
Pennsylvania
$203M +$5.98M 27 0.38% Increased
167
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$196M +$18.4M 9 1.19% Increased
168
Encompass Capital Advisors
Encompass Capital Advisors
New York
$196M +$50M 11 9.83% Increased
169
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$194M +$91.8M 16 1.4% Increased
170
Granahan Investment Management
Granahan Investment Management
Massachusetts
$194M -$76.8M 4 3.99% Reduced
171
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$191M +$65.8M 9 1.28% Increased
172
Robeco Schweiz
Robeco Schweiz
Switzerland
$191M +$72.1M 3 2.47% Increased
173
GACM
Global Alpha Capital Management
Quebec, Canada
$190M +$40.7M 2 18.4% Increased
174
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$185M -$12.4M 10 0.65% Reduced
175
Rockefeller Capital Management
Rockefeller Capital Management
New York
$185M +$28.7M 50 0.86% Increased