← 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
$11.9B +$264M 41 0.52% Increased
2
BlackRock
BlackRock
New York
$11.7B -$497M 44 0.56% Reduced
3
State Street
State Street
Massachusetts
$7.75B -$336M 35 0.66% Reduced
4
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$4.38B -$3.41B 1 2.32% Reduced
5
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$4.23B -$172M 11 6.73% Reduced
6
Fidelity Investments
Fidelity Investments
Massachusetts
$3.57B +$116M 13 0.42% Increased
7
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$3.02B +$82.5M 30 1.26% Increased
8
Bank of New York Mellon
Bank of New York Mellon
New York
$2.85B +$43.3M 36 0.79% Increased
9
Bank of America
Bank of America
North Carolina
$2.61B +$710M 46 0.45% Increased
10
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
$2.45B $0 1 3.31% Maintained
11
Northern Trust
Northern Trust
Illinois
$2.25B -$670K 41 0.59% Reduced
12
Wellington Management Group
Wellington Management Group
Massachusetts
$2.23B -$43.6M 17 0.51% Reduced
13
Wells Fargo
Wells Fargo
California
$2.15B +$154M 45 0.64% Increased
14
Goldman Sachs
Goldman Sachs
New York
$1.96B -$35.1M 34 0.5% Reduced
15
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.73B +$60.5M 24 0.28% Increased
16
JP Morgan Chase
JP Morgan Chase
New York
$1.7B -$258M 37 0.36% Reduced
17
Geode Capital Management
Geode Capital Management
Massachusetts
$1.58B +$92.1M 42 0.52% Increased
18
Morgan Stanley
Morgan Stanley
New York
$1.53B +$19.6M 57 0.43% Increased
19
Ameriprise
Ameriprise
Minnesota
$1.47B -$2.53M 27 0.67% Reduced
20
Franklin Resources
Franklin Resources
California
$1.3B -$274M 10 0.66% Reduced
21
Norges Bank
Norges Bank
Norway
$1.27B -$61.5M 21 0.46% Reduced
22
Invesco
Invesco
Georgia
$1.25B -$71.8M 36 0.47% Reduced
23
Principal Financial Group
Principal Financial Group
Iowa
$1.01B -$27.5M 18 0.97% Reduced
24
Deutsche Bank
Deutsche Bank
Germany
$997M -$14.6M 42 0.48% Reduced
25
Janus Henderson Group
Janus Henderson Group
$909M +$325M 7 0.54% Increased