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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
201
GC
Greenvale Capital
United Kingdom
$165M +$86.1M 2 18.58% Increased
202
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$164M +$29.6M 56 1.38% Increased
203
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$163M +$80.2M 18 0.45% Increased
204
Balyasny Asset Management
Balyasny Asset Management
Illinois
$163M -$8.17M 32 0.52% Reduced
205
Federated Hermes
Federated Hermes
Pennsylvania
$161M -$38.5M 25 0.36% Reduced
206
M&G Investment Management
M&G Investment Management
United Kingdom
$157M +$25.1M 4 0.31% Increased
207
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$156M -$6.43M 8 1.49% Reduced
208
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$155M -$14.1M 16 0.49% Reduced
209
Voloridge Investment Management
Voloridge Investment Management
Florida
$155M -$81.5M 16 0.88% Reduced
210
AC
Alleghany Corporation
New York
$154M +$26M 1 4.85% Increased
211
AQR Capital Management
AQR Capital Management
Connecticut
$154M +$32.8M 29 0.29% Increased
212
Group One Trading
Group One Trading
Illinois
$152M +$60.4M 43 0.15% Increased
213
NP
Newlight Partners
New York
$150M $0 1 10.16% Maintained
214
Cincinnati Insurance
Cincinnati Insurance
Ohio
$149M $0 2 2.85% Maintained
215
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$149M +$29.7M 45 1.34% Increased
216
Merewether Investment Management
Merewether Investment Management
Texas
$146M -$21.7M 6 14.85% Reduced
217
TD Asset Management
TD Asset Management
Ontario, Canada
$145M +$46.9M 14 0.13% Increased
218
Mariner
Mariner
Kansas
$143M +$7.51M 18 0.54% Increased
219
Close Asset Management
Close Asset Management
United Kingdom
$143M $0 5 5.09% Maintained
220
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$141M -$3.37M 21 0.5% Reduced
221
AIG
American International Group
New York
$140M -$1.48M 40 0.77% Reduced
222
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$139M +$20.5M 37 1.76% Increased
223
LA
Legacy Advisors
Pennsylvania
$139M +$139M 1 26.98% New
224
SEI Investments
SEI Investments
Pennsylvania
$138M -$14.7M 32 0.28% Reduced
225
Hood River Capital Management
Hood River Capital Management
Florida
$138M +$25.8M 5 4.57% Increased