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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
SC US (TTGP)
SC US (TTGP)
California
$88M $0 1 68.48% Maintained
177
Clal Insurance
Clal Insurance
Israel
$87.6M -$2.59M 1 2.34% Reduced
178
KIG
Kovitz Investment Group
Illinois
$86.3M +$14M 3 5.32% Increased
179
QAM
Quentec Asset Management
New York
$86.3M -$18.9M 5 15.18% Reduced
180
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$85.7M -$60.6M 9 0.36% Reduced
181
AMF Tjänstepension
AMF Tjänstepension
Sweden
$84.3M +$12.4M 2 1.18% Increased
182
SCM
Steadfast Capital Management
New York
$83.9M +$80.8M 1 1.6% New
183
STRS Ohio
STRS Ohio
Ohio
$82.8M -$6.6M 12 0.37% Reduced
184
Aperio Group
Aperio Group
California
$82.8M +$4.68M 17 0.76% Increased
185
John W. Bristol & Co
John W. Bristol & Co
New York
$82.7M -$2.17M 1 2.18% Reduced
186
SFM
Systematic Financial Management
New Jersey
$82.7M -$9.46M 5 0.9% Reduced
187
CCMH
Cornerstone Capital Management Holdings
New York
$82.3M -$3.28M 11 0.67% Reduced
188
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$79.5M -$8.29M 5 0.47% Reduced
189
TD Asset Management
TD Asset Management
Ontario, Canada
$78.8M +$5.33M 7 0.16% Increased
190
TCP
Tourbillon Capital Partners
New York
$78.5M -$42.5K 1 1.76% Reduced
191
Prudential plc
Prudential plc
United Kingdom
$78.1M -$7.87M 2 0.32% Reduced
192
GVI
Green Valley Investors
Delaware
$78.1M $0 1 1.6% Maintained
193
SEI Investments
SEI Investments
Pennsylvania
$78M +$25.9M 19 0.48% Increased
194
ING Group
ING Group
Netherlands
$77.9M +$63.9M 3 0.47% Increased
195
I.G. Investment Management
I.G. Investment Management
Manitoba, Canada
$76.1M +$56.4M 4 0.33% Increased
196
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$76.1M +$5.1M 7 0.58% Increased
197
ClearBridge Investments
ClearBridge Investments
New York
$75.6M -$20.3M 9 0.09% Reduced
198
Natixis
Natixis
France
$75.5M +$68M 3 1.26% Increased
199
FQ
First Quadrant
California
$75.1M -$7.1M 7 1.65% Reduced
200
LM
Luminus Management
Texas
$74.6M +$15.9M 6 2.78% Increased