← 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

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
176
Baird Financial Group
Baird Financial Group
Wisconsin
$198M -$34.2M 23 0.54% Reduced
177
Axa
Axa
France
$194M -$21.6M 14 0.68% Reduced
178
Lazard Asset Management
Lazard Asset Management
New York
$193M -$109M 24 0.26% Reduced
179
William Blair Investment Management
William Blair Investment Management
Illinois
$191M -$43.3M 6 0.63% Reduced
180
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$190M +$4.98M 38 0.59% Increased
181
Korea Investment Corp
Korea Investment Corp
South Korea
$184M -$12.2M 9 0.54% Reduced
182
Cincinnati Insurance
Cincinnati Insurance
Ohio
$184M $0 2 3.63% Maintained
183
Blackstone Inc
Blackstone Inc
New York
$183M +$4.09M 4 0.77% Increased
184
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$183M -$6.17M 10 0.46% Reduced
185
Man Group
Man Group
United Kingdom
$181M -$332M 0 – Closed
186
TD Asset Management
TD Asset Management
Ontario, Canada
$179M +$2.29M 13 0.22% Increased
187
Janus Henderson Group
Janus Henderson Group
$176M -$14.3M 35 0.12% Reduced
188
GACM
Global Alpha Capital Management
Quebec, Canada
$176M +$9.87M 2 17.66% Increased
189
Primecap Management
Primecap Management
California
$176M -$10.3M 5 0.15% Reduced
190
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$176M +$27.5M 8 1.54% Increased
191
KBC Group
KBC Group
Belgium
$175M +$16.6M 31 0.71% Increased
192
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$172M +$23.3M 11 1.63% Increased
193
EARNEST Partners
EARNEST Partners
Georgia
$170M +$318K 6 0.98% Increased
194
CI Investments Inc
CI Investments Inc
Ontario, Canada
$170M -$18.9M 16 0.95% Reduced
195
Nomura Asset Management
Nomura Asset Management
Japan
$170M +$36.5M 20 0.79% Increased
196
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$165M -$7.87M 20 0.6% Reduced
197
Coatue Management
Coatue Management
New York
$164M -$37.3M 5 0.83% Reduced
198
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings
Israel
$163M +$59.1M 14 3.48% Increased
199
Davis Selected Advisers
Davis Selected Advisers
Arizona
$162M -$5M 1 1.02% Reduced
200
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$160M +$1.69M 11 0.43% Increased