← 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
Deutsche Bank
Deutsche Bank
Germany
$74.9M -$26.5M 11 0.06% Reduced
27
Bank of New York Mellon
Bank of New York Mellon
New York
$72.9M -$1.3M 9 0.02% Reduced
28
Invesco
Invesco
Georgia
$72.3M -$3.03M 11 0.03% Reduced
29
Geode Capital Management
Geode Capital Management
Massachusetts
$72M +$1.41M 9 0.04% Increased
30
Renaissance Technologies
Renaissance Technologies
New York
$67M +$35M 4 0.12% Increased
31
QAM
Quentec Asset Management
New York
$62.9M -$1.3M 5 8.24% Reduced
32
JP Morgan Chase
JP Morgan Chase
New York
$62.9M -$20.9M 11 0.02% Reduced
33
DL
Delta Lloyd
Netherlands
$62M +$43M 5 2.05% Increased
34
Point72 Asset Management
Point72 Asset Management
Connecticut
$55.5M +$35.5M 2 0.43% Increased
35
Two Sigma Advisers
Two Sigma Advisers
New York
$55.2M -$23.8M 3 0.31% Reduced
36
SFM
Systematic Financial Management
New Jersey
$52.7M +$50.3M 2 0.66% Increased
37
Letko, Brosseau & Associates
Letko, Brosseau & Associates
Quebec, Canada
$50.7M -$2.03M 1 0.5% Reduced
38
CCA
Canyon Capital Advisors
Texas
$48.7M -$7.19M 1 1.94% Reduced
39
SC US (TTGP)
SC US (TTGP)
California
$48.4M $0 1 61.95% Maintained
40
Van Berkom & Associates
Van Berkom & Associates
Quebec, Canada
$47.7M +$2.02M 1 2.16% Increased
41
Macquarie Group
Macquarie Group
Australia
$47.5M -$2.26M 3 0.1% Reduced
42
BKBG
BHF Kleinwort Benson Group
Belgium
$44.9M +$5.21M 7 1.31% Increased
43
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$42.2M +$12.2M 7 0.03% Increased
44
Eventide Asset Management
Eventide Asset Management
Massachusetts
$40.8M +$6.7M 3 2.28% Increased
45
OAMG
Odey Asset Management Group
United Kingdom
$40.6M +$26.5M 1 4.47% Increased
46
Pzena Investment Management
Pzena Investment Management
New York
$40.3M -$1.38M 1 0.25% Reduced
47
CCI
Columbus Circle Investors
$40M +$3.91M 2 0.36% Increased
48
OIM
Oceanic Investment Management
Isle Of Man
$39.1M -$98.6M 3 10.54% Reduced
49
Homestead Advisers
Homestead Advisers
Virginia
$37.7M +$33.1M 1 0.67% New
50
Morgan Stanley
Morgan Stanley
New York
$37.5M -$3.41M 15 0.01% Reduced