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 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
| $455M | +$223M | 5 | 2.2% | Increased |
|
| 27 |
Charles Schwab
San Francisco,
California
| $454M | +$17.1M | 15 | 0.14% | Increased |
|
| 28 |
Credit Suisse
Zurich,
Switzerland
| $449M | -$30.7M | 21 | 0.38% | Reduced |
|
| 29 |
ClearBridge Investments
New York
| $441M | +$134M | 5 | 0.33% | Increased |
|
| 30 |
Amundi
Paris,
France
| $419M | +$17.7M | 10 | 0.28% | Increased |
|
| 31 |
Bank of America
Charlotte,
North Carolina
| $406M | +$17.6M | 29 | 0.04% | Increased |
|
| 32 |
UBS AM
Chicago,
Illinois
| $403M | +$37.6M | 18 | 0.17% | Increased |
|
| 33 |
Legal & General Group
London,
United Kingdom
| $393M | +$20.3M | 19 | 0.12% | Increased |
|
| 34 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $364M | +$42.4M | 18 | 0.17% | Increased |
|
| 35 |
Citadel Advisors
Miami,
Florida
| $356M | +$135M | 26 | 0.07% | Increased |
|
| 36 |
Orbis Allan Gray
Hamilton,
Bermuda
| $340M | +$125M | 2 | 2.48% | Increased |
|
| 37 |
NN Investment Partners Holdings
The Hague,
Netherlands
| $335M | +$14.7M | 4 | 1.81% | Increased |
|
| 38 |
Blackstone Inc
New York
| $322M | +$12.6M | 3 | 0.82% | Increased |
|
| 39 |
Franklin Resources
San Mateo,
California
| $309M | -$31.4M | 11 | 0.12% | Reduced |
|
| 40 |
William Blair Investment Management
Chicago,
Illinois
| $306M | +$15.6M | 1 | 0.91% | Increased |
|
| 41 |
Robeco Schweiz
Zurich,
Switzerland
| $305M | +$119M | 4 | 4.3% | Increased |
|
| 42 |
Brown Advisory
Baltimore,
Maryland
| $305M | +$43.8M | 3 | 0.45% | Increased |
|
| 43 |
Erste Asset Management
Vienna,
Austria
| $291M | +$46.6M | 9 | 5.55% | Increased |
|
| 44 |
D.E. Shaw & Co
New York
| $290M | -$78.6M | 22 | 0.27% | Reduced |
|
| 45 |
Storebrand Asset Management
Lysaker,
Norway
| $265M | -$3.7M | 9 | 1.25% | Reduced |
|
| 46 |
Swiss National Bank
Zurich,
Switzerland
| $261M | +$26.1M | 14 | 0.15% | Increased |
|
| 47 |
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
| $256M | +$1.28M | 15 | 4.18% | Increased |
|
| 48 |
Phoenix Financial
Givatayim,
Israel
| $240M | +$59.7M | 6 | 4.03% | Increased |
|
| 49 |
Nuveen
Charlotte,
North Carolina
| $238M | -$583K | 16 | 0.08% | Reduced |
|
| 50 |
Millennium Management
New York
| $234M | -$18.8M | 25 | 0.12% | Reduced |
|