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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
ECP
Electron Capital Partners
New York
$342M +$108M 8 23.6% Increased
27
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$329M $0 1 0.88% Maintained
28
Nuveen
Nuveen
North Carolina
$313M +$32.3M 10 0.12% Increased
29
GGHC
Gilder Gagnon Howe & Co
New York
$302M +$55.5M 2 1.86% Increased
30
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$301M -$22.5M 1 1.95% Reduced
31
Renaissance Technologies
Renaissance Technologies
New York
$294M -$3.06M 11 0.29% Reduced
32
Deutsche Bank
Deutsche Bank
Germany
$285M +$115M 14 0.2% Increased
33
Bank of America
Bank of America
North Carolina
$269M -$7.46M 15 0.04% Reduced
34
William Blair Investment Management
William Blair Investment Management
Illinois
$263M -$68.7M 2 1.03% Reduced
35
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings
Israel
$250M -$3M 9 3.48% Reduced
36
Charles Schwab
Charles Schwab
California
$250M +$12.2M 9 0.12% Increased
37
Citadel Advisors
Citadel Advisors
Florida
$235M +$59M 13 0.07% Increased
38
NP
Newlight Partners
New York
$229M -$49.8M 1 7.63% Reduced
39
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$211M -$16.6M 6 7.19% Reduced
40
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$209M +$37.5M 7 0.02% Increased
41
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$207M -$37.4M 4 1.17% Reduced
42
Storebrand Asset Management
Storebrand Asset Management
Norway
$197M -$10.3M 7 1.41% Reduced
43
Allianz Asset Management
Allianz Asset Management
Germany
$194M +$86.2M 11 0.23% Increased
44
Credit Suisse
Credit Suisse
Switzerland
$193M +$52.2M 13 0.12% Increased
45
D.E. Shaw & Co
D.E. Shaw & Co
New York
$192M +$78.8M 11 0.2% Increased
46
AllianceBernstein
AllianceBernstein
Tennessee
$192M +$28.1M 11 0.1% Increased
47
First Trust Advisors
First Trust Advisors
Illinois
$191M +$55.5M 11 0.31% Increased
48
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$188M -$96.8M 7 0.3% Reduced
49
Millennium Management
Millennium Management
New York
$187M +$28.3M 13 0.23% Increased
50
Neuberger Berman Group
Neuberger Berman Group
New York
$184M -$179M 5 0.22% Reduced