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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
Hood River Capital Management
Hood River Capital Management
Florida
$251M +$10.1M 2 3.71% Increased
152
Castle Hook Partners
Castle Hook Partners
New York
$247M -$93.3M 1 3.06% Reduced
153
DnB Asset Management
DnB Asset Management
Norway
$244M +$8.5M 17 1.05% Increased
154
M&T Bank
M&T Bank
New York
$243M -$235K 15 0.82% Reduced
155
Merewether Investment Management
Merewether Investment Management
Texas
$243M -$21.1M 5 9.69% Reduced
156
Korea Investment Corp
Korea Investment Corp
South Korea
$242M -$57.6M 8 0.57% Reduced
157
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$242M -$126M 22 0.43% Reduced
158
Select Equity Group
Select Equity Group
New York
$237M -$198M 2 0.94% Reduced
159
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$234M +$79.9M 3 1.31% Increased
160
Gates Capital Management
Gates Capital Management
New York
$225M +$25.8M 1 4.22% Increased
161
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$224M -$8.94M 38 0.33% Reduced
162
Canada Life
Canada Life
Manitoba, Canada
$224M +$15M 26 0.39% Increased
163
Rockefeller Capital Management
Rockefeller Capital Management
New York
$224M -$40.3M 17 0.58% Reduced
164
Alkeon Capital Management
Alkeon Capital Management
New York
$222M +$16.5M 1 0.45% Increased
165
HRT Financial
HRT Financial
New York
$220M +$148M 23 1.14% Increased
166
Waverton Investment Management
Waverton Investment Management
United Kingdom
$219M -$32M 2 3.49% Reduced
167
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$216M +$56.1M 22 0.41% Increased
168
Two Sigma Investments
Two Sigma Investments
New York
$215M -$182M 32 0.47% Reduced
169
Two Sigma Advisers
Two Sigma Advisers
New York
$213M -$29.8M 19 0.49% Reduced
170
Nomura Asset Management
Nomura Asset Management
Japan
$210M +$1.16M 18 0.63% Increased
171
Squarepoint
Squarepoint
New York
$203M +$23.6M 43 0.2% Increased
172
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$203M -$87.9M 25 0.27% Reduced
173
Empower Advisory Group
Empower Advisory Group
Colorado
$203M +$5.9M 5 0.68% Increased
174
OC
ORIX Corp
Japan
$202M -$286M 1 100% Reduced
175
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$199M -$8.87M 9 0.38% Reduced