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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
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$180M -$18M 12 0.78% Reduced
202
Winslow Capital Management
Winslow Capital Management
Minnesota
$179M +$164M 1 1% New
203
M&G Investment Management
M&G Investment Management
United Kingdom
$179M -$6.93M 5 0.89% Reduced
204
Artemis Investment Management
Artemis Investment Management
United Kingdom
$177M +$2.45M 4 2.01% Increased
205
Korea Investment Corp
Korea Investment Corp
South Korea
$176M -$95.1M 10 0.55% Reduced
206
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$174M +$20.6M 10 0.45% Increased
207
Los Angeles Capital Management
Los Angeles Capital Management
California
$174M -$27M 20 0.85% Reduced
208
Moore Capital Management
Moore Capital Management
New York
$173M +$38.9M 15 4.11% Increased
209
Primecap Management
Primecap Management
California
$164M -$20M 4 0.15% Reduced
210
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$163M -$18.8M 49 0.95% Reduced
211
GGHC
Gilder Gagnon Howe & Co
New York
$161M -$70.5M 4 3.01% Reduced
212
Federated Hermes
Federated Hermes
Pennsylvania
$161M +$11.1M 23 0.44% Increased
213
National Bank of Canada
National Bank of Canada
Quebec, Canada
$160M +$17.7M 40 0.41% Increased
214
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$160M -$537K 20 0.69% Reduced
215
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$158M +$23.5M 9 0.46% Increased
216
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$156M -$729K 25 0.61% Reduced
217
ACM
Arosa Capital Management
Florida
$155M +$20.1M 17 32.83% Increased
218
Davenport & Co
Davenport & Co
Virginia
$154M -$16.1M 10 1.26% Reduced
219
INTECH Investment Management
INTECH Investment Management
Florida
$154M +$15.1M 9 1.15% Increased
220
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$150M +$20M 13 0.22% Increased
221
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$149M -$9.83M 7 1.66% Reduced
222
AGA
Altrinsic Global Advisors
Connecticut
$148M -$5.97M 1 6.34% Reduced
223
Trillium Asset Management
Trillium Asset Management
Massachusetts
$148M -$12.8M 9 4.54% Reduced
224
Chevy Chase Trust
Chevy Chase Trust
Maryland
$148M -$577K 7 0.63% Reduced
225
Fenimore Asset Management
Fenimore Asset Management
New York
$147M -$510K 1 3.94% Reduced