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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	ClearBridge Investments New York	$478M	+$3.74M	5	0.47%	Increased
27	Franklin Resources San Mateo, California	$468M	+$11.5M	10	0.24%	Increased
28	Credit Suisse Zurich, Switzerland	$457M	+$7.06M	19	0.49%	Increased
29	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$447M	-$16M	7	0.79%	Reduced
30	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$447M	+$52.7M	5	2.38%	Increased
31	Bank of America Charlotte, North Carolina	$442M	+$66.9M	28	0.05%	Increased
32	Deutsche Bank Frankfurt Am Main Ge, Germany	$428M	-$13.9M	18	0.25%	Reduced
33	Renaissance Technologies New York	$409M	+$65.3M	18	0.56%	Increased
34	VOYA Investment Management Atlanta, Georgia	$402M	-$282M	14	0.47%	Reduced
35	Robeco Schweiz Zurich, Switzerland	$401M	-$5.99M	4	7.32%	Reduced
36	Capital Research Global Investors Los Angeles, California	$387M	+$383M	1	0.12%	New
37	Jennison Associates New York	$380M	+$137M	5	0.39%	Increased
38	Two Sigma Advisers New York	$375M	-$19.2M	6	1.05%	Reduced
39	Clal Insurance Tel-Aviv, Israel	$355M	-$21.1M	5	5.33%	Reduced
40	T. Rowe Price Associates Baltimore, Maryland	$324M	+$109M	16	0.05%	Increased
41	Coatue Management New York	$322M	+$4.33M	2	3.61%	Increased
42	Swiss National Bank Zurich, Switzerland	$319M	+$12.9M	15	0.23%	Increased
43	Citigroup New York	$315M	-$2.9M	26	0.25%	Reduced
44	AllianceBernstein Nashville, Tennessee	$312M	+$71.1M	18	0.14%	Increased
45	William Blair Investment Management Chicago, Illinois	$298M	-$124M	3	1.14%	Reduced
46	Erste Asset Management Vienna, Austria	$298M	-$16.9M	8	6.28%	Reduced
47	ECP Electron Capital Partners New York	$296M	+$42.9M	6	12.12%	Increased
48	Allianz Asset Management Munich, Germany	$296M	-$106M	12	0.57%	Reduced
49	Nuveen Charlotte, North Carolina	$295M	-$97.7M	16	0.11%	Reduced
50	Orbis Allan Gray Hamilton, Bermuda	$293M	$0	1	2.33%	Maintained