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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
Caxton Associates (UK)
Caxton Associates (UK)
$376M +$363M 13 7.35% Increased
152
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$373M -$189M 18 0.81% Reduced
153
ABN AMRO Bank
ABN AMRO Bank
Netherlands
$357M +$184M 7 3.36% Increased
154
Korea Investment Corp
Korea Investment Corp
South Korea
$347M +$66.9M 7 0.68% Increased
155
Y.D. More Investments
Y.D. More Investments
Israel
$347M +$34.7M 11 16.6% Increased
156
Temasek Holdings
Temasek Holdings
Singapore
$340M +$37.1M 1 1.08% Increased
157
London & Capital Asset Management
London & Capital Asset Management
United Kingdom
$340M +$275M 4 3.51% Increased
158
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$336M -$78.6M 20 0.59% Reduced
159
London Company of Virginia
London Company of Virginia
Virginia
$335M -$36.4M 1 1.94% Reduced
160
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$332M -$12.5M 28 0.74% Reduced
161
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$321M +$9.28M 30 0.44% Increased
162
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$321M -$259M 3 1.25% Reduced
163
LSV Asset Management
LSV Asset Management
Illinois
$320M -$30.6M 7 0.7% Reduced
164
Boston Partners
Boston Partners
Massachusetts
$317M +$26.2M 7 0.33% Increased
165
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$315M +$34.9M 18 0.53% Increased
166
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$312M -$21.6M 22 0.43% Reduced
167
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$312M -$85M 28 0.37% Reduced
168
Balyasny Asset Management
Balyasny Asset Management
Illinois
$307M -$113M 36 0.39% Reduced
169
Congress Asset Management
Congress Asset Management
Massachusetts
$303M +$111M 4 2.13% Increased
170
CET
Clean Energy Transition
United Kingdom
$300M +$8.01M 1 25.04% Increased
171
Fred Alger Management
Fred Alger Management
New York
$296M +$220M 6 1.16% Increased
172
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$294M +$169M 8 0.9% Increased
173
Los Angeles Capital Management
Los Angeles Capital Management
California
$293M +$76.6M 28 1% Increased
174
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$293M +$124M 13 0.43% Increased
175
Sessa Capital
Sessa Capital
New York
$293M +$74.5M 1 5.47% Increased