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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
ClearBridge Investments
ClearBridge Investments
New York
$96.8M +$448K 9 0.1% Increased
177
Credit Agricole
Credit Agricole
France
$95.9M +$2.68M 8 0.41% Increased
178
Capital International Investors
Capital International Investors
California
$94.4M -$36.2M 2 0.19% Reduced
179
Canada Life
Canada Life
Manitoba, Canada
$94M -$4.19M 26 0.31% Reduced
180
Highbridge Capital Management
Highbridge Capital Management
New York
$93.5M +$24.7M 13 1.19% Increased
181
Axa
Axa
France
$93.4M -$11M 15 0.37% Reduced
182
USAA
United Services Automobile Association
Texas
$92.6M +$3.05M 10 0.33% Increased
183
Fisher Asset Management
Fisher Asset Management
Washington
$90.9M -$2.02M 4 0.19% Reduced
184
QS Investors
QS Investors
New York
$90.7M +$88.1M 12 1.04% Increased
185
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$90.3M -$25.3M 5 0.65% Reduced
186
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$89.7M +$13.2M 10 1.71% Increased
187
First Eagle Investment Management
First Eagle Investment Management
New York
$89.4M +$6.64M 2 0.22% Increased
188
HCM
Hoplite Capital Management
New York
$87.9M +$83.3M 1 2.43% New
189
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$87M +$26.8M 6 0.58% Increased
190
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$86.7M +$24.6M 3 0.24% Increased
191
GVI
Green Valley Investors
Delaware
$86.5M $0 1 1.82% Maintained
192
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$85.8M +$52.7M 22 0.67% Increased
193
OM
Ospraie Management
New York
$85.3M $0 1 100% Maintained
194
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$84.6M -$1.89M 5 0.45% Reduced
195
Capital Guardian Trust
Capital Guardian Trust
California
$82.7M -$6.89M 5 0.57% Reduced
196
MP
MSD Partners
New York
$81.9M -$1.25M 1 1.93% Reduced
197
MAM
Marketfield Asset Management
New York
$81.8M -$48.8M 1 1.43% Reduced
198
RCM
Riverhead Capital Management
Delaware
$80.6M -$20.4M 8 1.22% Reduced
199
OIM
Oceanic Investment Management
Isle Of Man
$78.3M +$47.8M 4 24.87% Increased
200
ARC
Absolute Return Capital
Massachusetts
$78.3M +$4.56M 9 1.61% Increased