← All themes

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
$7.97B -$29.2M 37 0.54% Reduced
2
State Street
State Street
Massachusetts
$6.39B +$173M 32 0.7% Increased
3
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$5.03B $0 1 3.81% Maintained
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$3.54B +$390M 6 5.27% Increased
5
BlackRock Institutional Trust
BlackRock Institutional Trust
California
$3.34B +$40.3M 37 0.55% Increased
6
Pershing Square Capital Management
Pershing Square Capital Management
New York
$2.67B $0 1 21.46% Maintained
7
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$2.31B +$69M 23 1.44% Increased
8
Wellington Management Group
Wellington Management Group
Massachusetts
$2.23B +$58.2M 19 0.58% Increased
9
Bank of New York Mellon
Bank of New York Mellon
New York
$2.07B -$108M 36 0.62% Reduced
10
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
$2B $0 1 3.24% Maintained
11
BlackRock Fund Advisors
BlackRock Fund Advisors
California
$1.98B +$43.2M 38 0.46% Increased
12
Fidelity Investments
Fidelity Investments
Massachusetts
$1.94B +$133M 12 0.26% Increased
13
JP Morgan Chase
JP Morgan Chase
New York
$1.62B -$123M 36 0.41% Reduced
14
Northern Trust
Northern Trust
Illinois
$1.61B -$117M 40 0.53% Reduced
15
Franklin Resources
Franklin Resources
California
$1.59B -$42.9M 9 0.8% Reduced
16
Wells Fargo
Wells Fargo
California
$1.47B +$20.5M 46 0.58% Increased
17
Morgan Stanley
Morgan Stanley
New York
$1.35B +$146M 51 0.49% Increased
18
Bank of America
Bank of America
North Carolina
$1.26B -$117M 48 0.3% Reduced
19
BlackRock Group
BlackRock Group
United Kingdom
$1.17B +$36.5M 26 0.64% Increased
20
Invesco
Invesco
Georgia
$1.15B +$11.8M 36 0.46% Increased
21
Goldman Sachs
Goldman Sachs
New York
$1.15B +$133M 43 0.36% Increased
22
Ameriprise
Ameriprise
Minnesota
$1.03B -$146M 24 0.6% Reduced
23
Norges Bank
Norges Bank
Norway
$1.02B -$69.9M 19 0.5% Reduced
24
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1B +$209M 18 0.21% Increased
25
Deutsche Bank
Deutsche Bank
Germany
$980M -$37M 37 0.68% Reduced