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Solar

Solar power turns sunlight into electricity at a cost that has fallen further and faster than that of any other generation source. The supply chain runs from polysilicon and wafers through cells, modules, inverters, and installation.

54 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
26
Pictet Asset Management
Pictet Asset Management
Switzerland
$658M -$16.7M 14 0.63% Reduced
27
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$652M -$6.12M 15 0.07% Reduced
28
D.E. Shaw & Co
D.E. Shaw & Co
New York
$617M +$274M 15 0.29% Increased
29
Charles Schwab
Charles Schwab
California
$607M -$43.8M 17 0.08% Reduced
30
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$548M -$29.9M 6 0.3% Reduced
31
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust
Pennsylvania
$537M +$2.64M 27 0.12% Increased
32
Legal & General Group
Legal & General Group
United Kingdom
$530M +$84.1M 18 0.11% Increased
33
Bank of America
Bank of America
North Carolina
$525M -$85.6M 18 0.03% Reduced
34
Robeco Schweiz
Robeco Schweiz
Switzerland
$505M +$108M 5 8.11% Increased
35
Two Sigma Investments
Two Sigma Investments
New York
$489M -$216M 17 0.35% Reduced
36
Deutsche Bank
Deutsche Bank
Germany
$484M -$48.6M 16 0.14% Reduced
37
UBS AM
UBS AM
Illinois
$482M +$40.2M 14 0.09% Increased
38
Y.D. More Investments
Y.D. More Investments
Israel
$468M -$47.5M 7 14.56% Reduced
39
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$457M +$194M 4 2.22% Increased
40
Millennium Management
Millennium Management
New York
$443M +$23.3M 18 0.16% Increased
41
Bank of New York Mellon
Bank of New York Mellon
New York
$425M +$14.9M 16 0.07% Increased
42
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$403M -$65.2M 7 0.29% Reduced
43
Altshuler Shaham
Altshuler Shaham
Israel
$382M -$40.3M 7 4.75% Reduced
44
Encompass Capital Advisors
Encompass Capital Advisors
New York
$368M -$82.5M 3 13.08% Reduced
45
American Century Companies
American Century Companies
Missouri
$363M +$75.9M 13 0.16% Increased
46
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$355M -$9.79M 6 0.8% Reduced
47
AllianceBernstein
AllianceBernstein
Tennessee
$343M -$181M 16 0.11% Reduced
48
Fundsmith LLP
Fundsmith LLP
United Kingdom
$340M +$352M 1 2.49% New
49
Nuveen
Nuveen
North Carolina
$312M +$453K 19 0.07% Increased
50
CET
Clean Energy Transition
United Kingdom
$302M -$34.8M 1 21% Reduced