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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	T. Rowe Price Associates Baltimore, Maryland	$80.3M	-$17.5M	4	0.01%	Reduced
27	Two Sigma Advisers New York	$76.5M	+$22.7M	7	0.21%	Increased
28	OppenheimerFunds New York	$72.8M	-$263K	3	0.09%	Reduced
29	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$72.1M	$0	1	0.17%	Maintained
30	Van Berkom & Associates Montreal, Quebec, Canada	$67.8M	+$17M	1	2.06%	Increased
31	Franklin Resources San Mateo, California	$67M	-$1.41M	2	0.03%	Reduced
32	SC US (TTGP) Menlo Park, California	$66.7M	$0	1	27.21%	Maintained
33	Amundi Asset Management US Boston, Massachusetts	$65.9M	+$451K	7	0.11%	Increased
34	PCP Polunin Capital Partners London, United Kingdom	$63.6M	+$1.77M	1	26.43%	Increased
35	Nuveen Charlotte, North Carolina	$58.3M	+$25.5M	3	0.38%	Increased
36	Bank of America Charlotte, North Carolina	$58.1M	+$21.7M	13	0.01%	Increased
37	Charles Schwab San Francisco, California	$54.8M	+$4.75M	7	0.04%	Increased
38	IAM Ion Asset Management Herzliya, Israel	$54.6M	-$12.1M	1	14.74%	Reduced
39	Macquarie Group Sydney, NSW 2000, Australia	$53.2M	+$6.55M	5	0.1%	Increased
40	Aberdeen Group Edinburgh, United Kingdom	$52.5M	-$21.2M	1	0.1%	Reduced
41	Pzena Investment Management New York	$51.8M	-$8.09M	1	0.26%	Reduced
42	Tiger Global Management New York	$51.3M	+$38.8M	1	0.34%	New
43	Handelsbanken Fonder Stockholm, Sweden	$50.4M	+$13.1M	5	0.99%	Increased
44	Putnam Investments Boston, Massachusetts	$49.5M	+$47.4M	1	0.12%	New
45	Robeco Schweiz Zurich, Switzerland	$49.2M	+$18.2M	1	2.28%	Increased
46	Ameriprise Minneapolis, Minnesota	$48.5M	+$3.01M	5	0.02%	Increased
47	Principal Financial Group Des Moines, Iowa	$48.1M	+$928K	3	0.05%	Increased
48	Silvercrest Asset Management New York	$46.8M	+$48M	1	0.46%	New
49	Lord, Abbett & Co Jersey City, New Jersey	$45.4M	+$11.3M	3	0.13%	Increased
50	Calamos Advisors Naperville, Illinois	$45.2M	+$35.5M	2	0.29%	Increased