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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
1
Vanguard Group
Vanguard Group
Pennsylvania
$6.91B +$206M 34 0.5% Increased
2
State Street
State Street
Massachusetts
$6.68B +$135M 32 0.67% Increased
3
BlackRock Institutional Trust
BlackRock Institutional Trust
California
$3.28B +$117M 32 0.52% Increased
4
Pershing Square Capital Management
Pershing Square Capital Management
New York
$2.96B $0 1 18.47% Maintained
5
Franklin Resources
Franklin Resources
California
$2.52B +$78.7M 9 1.14% Increased
6
Fidelity Investments
Fidelity Investments
Massachusetts
$2.3B -$296M 16 0.3% Reduced
7
Bank of New York Mellon
Bank of New York Mellon
New York
$2.26B +$153M 36 0.59% Increased
8
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
$2.22B $0 1 3.22% Maintained
9
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$2.22B -$91.4M 3 2.97% Reduced
10
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$2.01B +$18.2M 26 1.32% Increased
11
BlackRock Fund Advisors
BlackRock Fund Advisors
California
$1.88B +$179M 31 0.46% Increased
12
D.E. Shaw & Co
D.E. Shaw & Co
New York
$1.85B +$371M 26 2.38% Increased
13
Northern Trust
Northern Trust
Illinois
$1.71B +$1.22M 37 0.52% Increased
14
JP Morgan Chase
JP Morgan Chase
New York
$1.54B +$109M 24 0.35% Increased
15
Wellington Management Group
Wellington Management Group
Massachusetts
$1.53B -$391M 17 0.4% Reduced
16
Bank of America
Bank of America
North Carolina
$1.28B -$249M 46 0.46% Reduced
17
Invesco
Invesco
Georgia
$1.26B +$122M 34 0.49% Increased
18
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$1.26B +$60M 7 1.08% Increased
19
Wells Fargo
Wells Fargo
California
$1.22B -$97.2M 43 0.48% Reduced
20
BlackRock Group
BlackRock Group
United Kingdom
$1.1B +$44.3M 25 0.59% Increased
21
Capital World Investors
Capital World Investors
California
$1.03B -$36M 3 0.28% Reduced
22
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$1.03B +$417M 4 1.43% Increased
23
Deutsche Bank
Deutsche Bank
Germany
$964M +$135M 43 0.59% Increased
24
Goldman Sachs
Goldman Sachs
New York
$954M +$180M 42 0.3% Increased
25
Morgan Stanley
Morgan Stanley
New York
$938M -$32.7M 51 0.34% Reduced