← All themes Clean Energy

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
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$69.4M -$11.4M 3 0.02% Reduced
27
Teachers Advisors
Teachers Advisors
New York
$69.3M +$5.25M 6 0.14% Increased
28
Credit Suisse
Credit Suisse
Switzerland
$67.9M -$1.72M 9 0.06% Reduced
29
Third Point
Third Point
New York
$63.7M $0 1 0.78% Maintained
30
KCM
Keywise Capital Management
Cayman Islands
$62.3M +$47.2M 2 12.88% Increased
31
ACM
Andor Capital Management
New York
$61.4M -$36.4M 2 3.33% Reduced
32
Geode Capital Management
Geode Capital Management
Massachusetts
$60.8M +$860K 6 0.04% Increased
33
Letko, Brosseau & Associates
Letko, Brosseau & Associates
Quebec, Canada
$60.4M -$1.23M 1 0.48% Reduced
34
Panagora Asset Management
Panagora Asset Management
Massachusetts
$57.6M +$2.71M 3 0.28% Increased
35
Frontier Capital Management
Frontier Capital Management
Massachusetts
$55M +$2.57M 1 0.41% Increased
36
BlackRock Advisors
BlackRock Advisors
Delaware
$53.9M +$8.28M 6 0.05% Increased
37
Morgan Stanley
Morgan Stanley
New York
$52.7M -$16.6M 11 0.02% Reduced
38
Masters Capital Management
Masters Capital Management
Georgia
$51.9M +$46.5M 2 2.39% New
39
Bank of America
Bank of America
North Carolina
$51.4M +$14.7M 11 0.02% Increased
40
OIM
Oceanic Investment Management
Isle Of Man
$51.2M +$4.17M 2 12.31% Increased
41
GGHC
Gilder Gagnon Howe & Co
New York
$50.2M +$41.6M 3 0.67% Increased
42
Neuberger Berman Group
Neuberger Berman Group
New York
$46.4M +$6.7M 4 0.05% Increased
43
BlackRock Group
BlackRock Group
United Kingdom
$45.7M +$1.68M 7 0.03% Increased
44
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$44.6M +$22.2M 2 0.06% Increased
45
First Trust Advisors
First Trust Advisors
Illinois
$42.5M -$21.7M 7 0.18% Reduced
46
Westwood Holdings Group
Westwood Holdings Group
Texas
$41.2M -$4.54M 2 0.3% Reduced
47
California Public Employees Retirement System
California Public Employees Retirement System
California
$40.6M -$7.75M 8 0.05% Reduced
48
Point72 Asset Management
Point72 Asset Management
Connecticut
$40.5M +$34.7M 3 0.26% New
49
AP
Alydar Partners
Massachusetts
$40.3M +$2.15M 2 3.43% Increased
50
CCI
Columbus Circle Investors
$40.3M -$74.3M 3 0.28% Reduced