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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
Merewether Investment Management
Merewether Investment Management
Texas
$223M -$29.8M 5 11.84% Reduced
152
ProShare Advisors
ProShare Advisors
Maryland
$222M +$20.5M 36 0.59% Increased
153
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$222M +$63.3M 3 3.05% Increased
154
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$219M -$14.1M 38 0.77% Reduced
155
Adage Capital Partners
Adage Capital Partners
Massachusetts
$219M -$13.4M 10 0.41% Reduced
156
Baird Financial Group
Baird Financial Group
Wisconsin
$219M -$15.8M 20 0.46% Reduced
157
Eagle Asset Management
Eagle Asset Management
Florida
$218M +$77.9M 8 1.1% Increased
158
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$218M +$8M 30 0.58% Increased
159
Candriam SCA
Candriam SCA
Luxembourg
$215M -$19.5M 13 1.37% Reduced
160
UniSuper Management
UniSuper Management
Australia
$209M -$1.08M 14 2% Reduced
161
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$207M +$240K 33 0.7% Increased
162
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$205M -$184M 27 0.89% Reduced
163
EARNEST Partners
EARNEST Partners
Georgia
$203M +$54.4M 2 0.93% Increased
164
Gates Capital Management
Gates Capital Management
New York
$199M +$110M 2 4.15% Increased
165
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$199M +$2.76M 5 1.44% Increased
166
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$193M -$5.28M 8 0.44% Reduced
167
HighTower Advisors
HighTower Advisors
Illinois
$188M -$32.8M 27 0.3% Reduced
168
APG Asset Management
APG Asset Management
Netherlands
$188M -$2.48M 7 0.33% Reduced
169
Coatue Management
Coatue Management
New York
$187M +$42.6M 4 0.74% Increased
170
SG Americas Securities
SG Americas Securities
New York
$180M +$104M 44 0.87% Increased
171
JC
Joho Capital
New York
$179M +$32.5M 3 24.88% Increased
172
AustralianSuper
AustralianSuper
Australia
$179M +$8.84M 3 1.04% Increased
173
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$178M -$5.17M 16 0.54% Reduced
174
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$176M +$1.3M 37 0.34% Increased
175
Davenport & Co
Davenport & Co
Virginia
$175M +$46.6M 14 1.07% Increased