← 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
Aberdeen Group
Aberdeen Group
United Kingdom
$69.2M +$67M 1 0.13% New
27
Franklin Resources
Franklin Resources
California
$62M -$80.4M 2 0.03% Reduced
28
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$59.1M +$11.1M 4 0.38% Increased
29
Pzena Investment Management
Pzena Investment Management
New York
$57.7M +$32M 1 0.31% Increased
30
Macquarie Group
Macquarie Group
Australia
$54.4M -$2.88M 4 0.1% Reduced
31
Van Berkom & Associates
Van Berkom & Associates
Quebec, Canada
$53.2M -$15M 1 1.91% Reduced
32
Homestead Advisers
Homestead Advisers
Virginia
$51.9M $0 1 0.79% Maintained
33
JP Morgan Chase
JP Morgan Chase
New York
$49.2M +$15.7M 10 0.01% Increased
34
AQR Capital Management
AQR Capital Management
Connecticut
$48.5M +$13M 5 0.06% Increased
35
EA
Ecofin Advisors
United Kingdom
$46.3M +$21.1M 2 11.09% Increased
36
JPCCM
J&P (China) Capital Management
China
$45.7M +$17.2M 2 7.8% Increased
37
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$45.6M -$36.9M 1 0.55% Reduced
38
Two Sigma Advisers
Two Sigma Advisers
New York
$43.1M -$41M 6 0.12% Reduced
39
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$42.8M -$6.48M 1 0.14% Reduced
40
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$42.8M -$22.6M 2 0.13% Reduced
41
SC US (TTGP)
SC US (TTGP)
California
$41.5M $0 1 15.7% Maintained
42
Barclays
Barclays
United Kingdom
$40.8M +$11.5M 11 0.04% Increased
43
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$39.6M -$2.52M 2 1.61% Reduced
44
IAM
Ion Asset Management
Israel
$37.8M +$7.91M 1 11.48% Increased
45
Ruffer LLP
Ruffer LLP
United Kingdom
$36.8M +$25.6M 1 1.58% Increased
46
Charles Schwab
Charles Schwab
California
$35.4M +$3.04M 7 0.03% Increased
47
Westwood Holdings Group
Westwood Holdings Group
Texas
$34.5M +$11.5M 1 0.27% Increased
48
Bank of America
Bank of America
North Carolina
$33.5M -$1.71M 15 0.01% Reduced
49
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$33.1M +$4.22M 6 0.02% Increased
50
LPC
Lion Point Capital
New York
$32.3M $0 1 3.28% Maintained