← 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

Hydrogen & Fuel Cells Solar Wind
# Name Holding Trade Value Theme
Stocks 		% of
Portfolio 		Status
176
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$120M +$10.9M 6 0.53% Increased
177
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$120M +$6.52M 10 0.8% Increased
178
Axa
Axa
France
$119M +$8.93M 11 0.49% Increased
179
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$119M +$107M 9 0.75% Increased
180
John W. Bristol & Co
John W. Bristol & Co
New York
$119M -$272K 1 2.88% Reduced
181
TD Asset Management
TD Asset Management
Ontario, Canada
$118M -$5.9M 8 0.17% Reduced
182
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$114M +$7.06M 32 0.88% Increased
183
TPG Group Holdings (SBS) Advisors
TPG Group Holdings (SBS) Advisors
Texas
$113M +$19.3M 1 1.66% Increased
184
Point72 Asset Management
Point72 Asset Management
Connecticut
$111M -$70.5M 14 0.58% Reduced
185
ECP
Electron Capital Partners
New York
$110M -$9.15M 3 13.18% Reduced
186
Calamos Advisors
Calamos Advisors
Illinois
$108M -$3.65M 6 0.54% Reduced
187
NP
Newlight Partners
New York
$108M +$100M 1 52.24% New
188
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$106M +$1.98M 4 2.55% Increased
189
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$106M +$6.21M 15 0.55% Increased
190
Van Berkom & Associates
Van Berkom & Associates
Quebec, Canada
$106M -$4.33M 2 2.86% Reduced
191
Baird Financial Group
Baird Financial Group
Wisconsin
$105M -$1.25M 14 0.38% Reduced
192
PVH
Psagot Value Holdings
Israel
$105M +$16.4M 2 3.56% Increased
193
Natixis Advisors
Natixis Advisors
Massachusetts
$105M +$7.75M 9 0.74% Increased
194
Orbis Allan Gray
Orbis Allan Gray
Bermuda
$105M +$281K 1 0.73% Increased
195
Man Group
Man Group
United Kingdom
$105M +$51M 11 0.34% Increased
196
GGHC
Gilder Gagnon Howe & Co
New York
$104M +$25.7M 4 1.08% Increased
197
Nomura Holdings
Nomura Holdings
Japan
$103M +$14.8M 8 0.38% Increased
198
Gabelli Funds
Gabelli Funds
New York
$103M +$1.14M 12 0.67% Increased
199
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$102M +$23.3M 1 1.18% Increased
200
PWAM
Park West Asset Management
California
$102M +$24.8M 1 4.28% Increased
6 7
8
9 10