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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	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$128M	+$14.3M	2	2.46%	Increased
27	VanEck Associates New York	$124M	+$13.4M	8	0.48%	Increased
28	Amundi Asset Management US Boston, Massachusetts	$124M	+$24.1M	8	0.14%	Increased
29	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$118M	+$10.1M	2	5.14%	Increased
30	BNP Paribas Asset Management Paris, France	$116M	+$31.2M	4	0.79%	Increased
31	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$115M	+$686K	2	0.37%	Increased
32	Handelsbanken Fonder Stockholm, Sweden	$110M	+$21.7M	7	1.9%	Increased
33	NP Newlight Partners New York	$108M	+$100M	1	52.24%	New
34	PVH Psagot Value Holdings Tel Aviv, Israel	$105M	+$16.4M	1	3.56%	Increased
35	Franklin Resources San Mateo, California	$104M	-$29.3M	2	0.05%	Reduced
36	PWAM Park West Asset Management San Francisco, California	$102M	+$24.8M	1	4.28%	Increased
37	KGA KPCB GGF Associates Menlo Park, California	$99.6M	+$86.7M	1	76.58%	New
38	Arrowstreet Capital Boston, Massachusetts	$98.7M	+$70.4M	8	0.23%	Increased
39	Charles Schwab San Francisco, California	$97.4M	+$5.3M	8	0.05%	Increased
40	GGHC Gilder Gagnon Howe & Co New York	$97.4M	+$19.7M	2	1.01%	Increased
41	LPC Lion Point Capital New York	$97M	-$26.6M	1	9.01%	Reduced
42	Susquehanna International Group Bala Cynwyd, Pennsylvania	$96.7M	+$56.4M	13	0.03%	Increased
43	LM Luminus Management Houston, Texas	$88.3M	+$32.4M	4	3.67%	Increased
44	Menora Mivtachim Holdings Ramat Gan, Israel	$85M	-$13.3M	2	2.03%	Reduced
45	Citigroup New York	$80.2M	-$3.2M	12	0.06%	Reduced
46	Van Berkom & Associates Montreal, Quebec, Canada	$79.8M	-$4.38M	1	2.16%	Reduced
47	SM Senvest Management New York	$79.2M	+$29.1M	1	5.38%	Increased
48	Neuberger Berman Group New York	$76.7M	+$20.3M	3	0.09%	Increased
49	Phoenix Financial Givatayim, Israel	$75.9M	-$1.82M	4	3.17%	Reduced
50	D.E. Shaw & Co New York	$72.9M	+$22.1M	9	0.08%	Increased