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 |
Handelsbanken Fonder
Stockholm,
Sweden
| $487M | +$8.8M | 13 | 2.55% | Increased |
|
| 27 |
Amundi
Paris,
France
| $451M | -$4.64M | 10 | 0.32% | Reduced |
|
| 28 |
Clal Insurance
Tel-Aviv,
Israel
| $422M | +$105M | 5 | 4.83% | Increased |
|
| 29 |
Coatue Management
New York
| $418M | -$362M | 1 | 1.7% | Reduced |
|
| 30 |
Bank of America
Charlotte,
North Carolina
| $417M | +$46M | 28 | 0.04% | Increased |
|
| 31 |
UBS AM
Chicago,
Illinois
| $405M | +$68M | 15 | 0.17% | Increased |
|
| 32 |
Charles Schwab
San Francisco,
California
| $403M | +$16.8M | 13 | 0.13% | Increased |
|
| 33 |
Millennium Management
New York
| $400M | +$96.6M | 26 | 0.24% | Increased |
|
| 34 |
Credit Suisse
Zurich,
Switzerland
| $395M | -$51.1M | 17 | 0.22% | Reduced |
|
| 35 |
Viking Global Investors
Stamford,
Connecticut
| $389M | +$207M | 2 | 1.07% | Increased |
|
| 36 |
Franklin Resources
San Mateo,
California
| $372M | +$37.2M | 11 | 0.14% | Increased |
|
| 37 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $344M | +$61.8M | 20 | 0.16% | Increased |
|
| 38 |
Fred Alger Management
New York
| $340M | +$41.3M | 3 | 0.81% | Increased |
|
| 39 |
Wells Fargo
San Francisco,
California
| $328M | +$69.5M | 23 | 0.07% | Increased |
|
| 40 |
Legal & General Group
London,
United Kingdom
| $328M | +$25.8M | 18 | 0.11% | Increased |
|
| 41 |
Tiger Global Management
New York
| $311M | $0 | 1 | 0.6% | Maintained |
|
| 42 |
Storebrand Asset Management
Lysaker,
Norway
| $308M | -$25.7M | 10 | 1.51% | Reduced |
|
| 43 |
Capital International Investors
Los Angeles,
California
| $301M | +$18.6M | 1 | 0.07% | Increased |
|
| 44 |
SCH
Sylebra Capital (HK)
Hong Kong
| $290M | +$172M | 4 | 6.54% | Increased |
|
| 45 |
AllianceBernstein
Nashville,
Tennessee
| $289M | -$19.2K | 17 | 0.11% | Reduced |
|
| 46 |
ClearBridge Investments
New York
| $287M | -$12.1M | 4 | 0.2% | Reduced |
|
| 47 |
D.E. Shaw & Co
New York
| $286M | +$126M | 21 | 0.26% | Increased |
|
| 48 |
GGHC
Gilder Gagnon Howe & Co
New York
| $271M | -$12.9M | 4 | 1.41% | Reduced |
|
| 49 |
Capital World Investors
Los Angeles,
California
| $248M | +$113M | 1 | 0.04% | Increased |
|
| 50 |
Nuveen
Charlotte,
North Carolina
| $244M | -$38.8M | 15 | 0.08% | Reduced |
|