← All themes

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
Acadian Asset Management
Acadian Asset Management
Massachusetts
$328M +$144M 25 0.57% Increased
152
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$327M -$519M 21 0.45% Reduced
153
Boston Partners
Boston Partners
Massachusetts
$313M -$3.42M 7 0.32% Reduced
154
Select Equity Group
Select Equity Group
New York
$309M -$106M 1 1.27% Reduced
155
DnB Asset Management
DnB Asset Management
Norway
$307M -$17.4M 17 1.15% Reduced
156
VARA
Value Aligned Research Advisors
New Jersey
$306M -$145M 2 3.74% Reduced
157
USS Investment Management
USS Investment Management
United Kingdom
$300M $0 6 1.36% Maintained
158
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$292M -$10.6M 29 0.44% Reduced
159
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$291M -$18.2M 32 0.38% Reduced
160
Alkeon Capital Management
Alkeon Capital Management
New York
$291M $0 1 0.43% Maintained
161
TA
Trivest Advisors
Hong Kong
$289M +$149M 1 9.23% Increased
162
Bessemer Group
Bessemer Group
New Jersey
$288M -$11.8M 25 0.44% Reduced
163
STRS Ohio
STRS Ohio
Ohio
$287M -$29.7M 21 1.05% Reduced
164
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$285M -$16.9M 10 0.52% Reduced
165
Bahl & Gaynor
Bahl & Gaynor
Ohio
$282M -$93.2M 5 1.4% Reduced
166
Temasek Holdings
Temasek Holdings
Singapore
$282M -$36.2M 1 0.97% Reduced
167
Waverton Investment Management
Waverton Investment Management
United Kingdom
$281M -$38.1M 2 3.61% Reduced
168
Nomura Asset Management
Nomura Asset Management
Japan
$280M -$6.25M 20 0.73% Reduced
169
Korea Investment Corp
Korea Investment Corp
South Korea
$275M -$99.1M 7 0.57% Reduced
170
Royal London Asset Management
Royal London Asset Management
United Kingdom
$269M +$22.2M 6 0.58% Increased
171
Danske Bank
Danske Bank
Denmark
$269M +$21.1M 21 0.67% Increased
172
M&T Bank
M&T Bank
New York
$266M -$8.9M 16 0.89% Reduced
173
ProShare Advisors
ProShare Advisors
Maryland
$264M -$11.5M 29 0.55% Reduced
174
Freestone Grove Partners
Freestone Grove Partners
California
$263M +$44.5M 9 1.97% Increased
175
Squarepoint
Squarepoint
New York
$263M -$214M 38 0.26% Reduced