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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	Charles Schwab San Francisco, California	$435M	+$43.9M	13	0.13%	Increased
27	Blackstone Inc New York	$432M	+$280M	3	1.08%	Increased
28	D.E. Shaw & Co New York	$398M	+$144M	19	0.33%	Increased
29	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$392M	-$9.57M	4	0.42%	Reduced
30	Bank of America Charlotte, North Carolina	$382M	-$48.3M	28	0.04%	Reduced
31	UBS AM Chicago, Illinois	$375M	-$32.7M	16	0.14%	Reduced
32	Franklin Resources San Mateo, California	$366M	+$65.1M	10	0.13%	Increased
33	Amundi Paris, France	$365M	-$38.6M	10	0.23%	Reduced
34	Legal & General Group London, United Kingdom	$342M	-$6.39M	18	0.1%	Reduced
35	PML Prime Movers Lab Jackson, Wyoming	$330M	+$266M	1	63.11%	New
36	Deutsche Bank Frankfurt Am Main Ge, Germany	$322M	-$2.65M	17	0.14%	Reduced
37	ClearBridge Investments New York	$301M	+$22.3M	4	0.21%	Increased
38	NN Investment Partners Holdings The Hague, Netherlands	$285M	+$37.2M	5	1.43%	Increased
39	Millennium Management New York	$265M	-$130M	26	0.13%	Reduced
40	Renaissance Technologies New York	$260M	+$278M	12	0.32%	Increased
41	Storebrand Asset Management Lysaker, Norway	$254M	-$57.6M	9	1.13%	Reduced
42	Nuveen Charlotte, North Carolina	$251M	+$24.2M	16	0.07%	Increased
43	William Blair Investment Management Chicago, Illinois	$251M	+$71M	1	0.68%	Increased
44	GGHC Gilder Gagnon Howe & Co New York	$250M	-$58.1M	4	1.42%	Reduced
45	Erste Asset Management Vienna, Austria	$247M	+$61.7M	9	4.46%	Increased
46	Tiger Global Management New York	$243M	$0	1	0.53%	Maintained
47	Clal Insurance Tel-Aviv, Israel	$240M	-$211M	5	2.6%	Reduced
48	Orbis Allan Gray Hamilton, Bermuda	$233M	+$110M	1	1.73%	Increased
49	Allspring Global Investments Charlotte, North Carolina	$233M	+$268M	10	0.26%	New
50	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$230M	-$17M	16	4.34%	Reduced