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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
Gates Capital Management
Gates Capital Management
New York
$194M +$38.2M 2 3.84% Increased
177
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$193M +$10.7M 10 0.46% Increased
178
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$190M +$6.53M 5 1.42% Increased
179
UniSuper Management
UniSuper Management
Australia
$188M +$20M 16 1.56% Increased
180
Nomura Asset Management
Nomura Asset Management
Japan
$188M +$24.2M 18 0.64% Increased
181
GACM
Global Alpha Capital Management
Quebec, Canada
$186M +$4.23M 3 13.58% Increased
182
Panagora Asset Management
Panagora Asset Management
Massachusetts
$185M +$50.5M 14 0.93% Increased
183
Renaissance Technologies
Renaissance Technologies
New York
$182M -$30.7M 26 0.31% Reduced
184
Summit Partners Public Asset Management
Summit Partners Public Asset Management
Massachusetts
$180M +$41.3M 5 6.86% Increased
185
EARNEST Partners
EARNEST Partners
Georgia
$179M +$19.2M 2 0.84% Increased
186
Cincinnati Insurance
Cincinnati Insurance
Ohio
$177M $0 2 2.92% Maintained
187
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$177M -$33.5M 3 2.72% Reduced
188
Davenport & Co
Davenport & Co
Virginia
$176M -$7.26M 15 1.06% Reduced
189
Natixis
Natixis
France
$176M +$104M 16 1.01% Increased
190
STRS Ohio
STRS Ohio
Ohio
$169M +$9.42M 22 0.67% Increased
191
SCM
Steadfast Capital Management
New York
$167M +$61.5M 1 3.52% Increased
192
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$166M +$2.37M 21 0.51% Increased
193
Merewether Investment Management
Merewether Investment Management
Texas
$165M -$65.1M 3 8.69% Reduced
194
Two Sigma Advisers
Two Sigma Advisers
New York
$164M -$35.9M 22 0.37% Reduced
195
Squarepoint
Squarepoint
New York
$164M +$61.3M 37 0.27% Increased
196
Van Berkom & Associates
Van Berkom & Associates
Quebec, Canada
$164M -$17.9M 2 4.89% Reduced
197
US Bancorp
US Bancorp
Minnesota
$163M +$12.7M 49 0.22% Increased
198
Chevy Chase Trust
Chevy Chase Trust
Maryland
$160M +$20.6M 7 0.51% Increased
199
TD Asset Management
TD Asset Management
Ontario, Canada
$159M +$9.88M 12 0.15% Increased
200
Phoenix Financial
Phoenix Financial
Israel
$159M -$71.5M 9 2.42% Reduced