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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
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$191M -$19.4M 10 0.44% Reduced
202
Sessa Capital
Sessa Capital
New York
$186M +$180M 1 5.44% New
203
US Bancorp
US Bancorp
Minnesota
$185M -$1.28M 45 0.23% Reduced
204
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$184M -$19.8M 19 0.4% Reduced
205
Asset Management One
Asset Management One
Japan
$184M +$4.85M 9 0.58% Increased
206
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$183M +$2.34M 9 0.59% Increased
207
Tidal Investments
Tidal Investments
Wisconsin
$182M +$2.36M 21 1.1% Increased
208
KLP Kapitalforvaltning
KLP Kapitalforvaltning
Norway
$181M -$6.14M 24 0.78% Reduced
209
Cincinnati Insurance
Cincinnati Insurance
Ohio
$180M $0 2 3.03% Maintained
210
Raiffeisen Bank International
Raiffeisen Bank International
Austria
$176M -$17.2M 20 2.61% Reduced
211
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$174M +$1.18M 25 0.58% Increased
212
Meitav Investment House
Meitav Investment House
Israel
$171M -$32.7M 5 2.3% Reduced
213
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$167M +$11.2M 32 0.28% Increased
214
Marsico Capital Management
Marsico Capital Management
Colorado
$166M +$1.87M 1 4.51% Increased
215
AMF Tjänstepension
AMF Tjänstepension
Sweden
$165M +$9.05M 3 1.1% Increased
216
Van Berkom & Associates
Van Berkom & Associates
Quebec, Canada
$164M -$22.9M 2 4.87% Reduced
217
Calamos Advisors
Calamos Advisors
Illinois
$163M +$14.2M 8 0.64% Increased
218
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$162M +$9.29M 5 0.55% Increased
219
GGHC
Gilder Gagnon Howe & Co
New York
$161M -$4.22M 3 1.71% Reduced
220
Janus Henderson Group
Janus Henderson Group
$160M -$19.2M 24 0.08% Reduced
221
Freestone Grove Partners
Freestone Grove Partners
California
$157M +$54.3M 9 1.19% Increased
222
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$157M +$12.1M 22 0.66% Increased
223
Mirova US
Mirova US
Massachusetts
$156M -$60.6M 1 1.62% Reduced
224
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$156M +$62.7M 2 1.2% Increased
225
Comerica Bank
Comerica Bank
Texas
$156M +$31.8M 34 0.6% Increased