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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
176
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$105M -$127M 8 0.56% Reduced
177
UBS O'Connor
UBS O'Connor
Illinois
$103M +$27.8M 8 1.79% Increased
178
Santa Barbara Asset Management
Santa Barbara Asset Management
California
$103M -$307K 1 2.13% Reduced
179
Credit Agricole
Credit Agricole
France
$102M -$60.8M 10 0.43% Reduced
180
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$101M -$12.1M 9 0.35% Reduced
181
City National Bank
City National Bank
Delaware
$100M +$2.37M 8 0.92% Increased
182
Fisher Asset Management
Fisher Asset Management
Washington
$98.3M -$442K 4 0.21% Reduced
183
AC
Alleghany Corporation
New York
$98.1M +$429K 1 3.68% Increased
184
ClearBridge Investments
ClearBridge Investments
New York
$97.8M -$15.5M 9 0.11% Reduced
185
Samlyn Capital
Samlyn Capital
New York
$96.6M +$3.55M 1 2% Increased
186
USAA
United Services Automobile Association
Texas
$96.3M +$1.2M 10 0.35% Increased
187
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$95.6M -$43.4M 10 0.13% Reduced
188
MP
MSD Partners
New York
$94.4M $0 1 2.84% Maintained
189
First Eagle Investment Management
First Eagle Investment Management
New York
$94M +$96.3M 2 0.23% Increased
190
CRAM
Claren Road Asset Management
New York
$93.9M +$41.7M 1 7.8% Increased
191
OM
Ospraie Management
New York
$93.7M -$28.6M 1 100% Reduced
192
Third Point
Third Point
New York
$93.7M -$15.2M 1 1.08% Reduced
193
Private Management Group
Private Management Group
California
$93.6M +$1.29M 3 6% Increased
194
Sterling Capital Management
Sterling Capital Management
North Carolina
$93.5M +$51.5M 11 1.13% Increased
195
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$92.1M +$1.38M 6 0.52% Increased
196
GC
Greenlight Capital
New York
$90.7M +$28.2M 1 1.31% Increased
197
Select Equity Group
Select Equity Group
New York
$90.6M +$5.68M 1 0.94% Increased
198
LM
Luminus Management
Texas
$89.7M +$43.1M 6 2.88% Increased
199
PM
Pembroke Management
Quebec, Canada
$89M +$18.9M 2 6.61% Increased
200
HCM
Herndon Capital Management
Georgia
$88.2M +$91.9M 2 1.16% Increased