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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
51	MAM Majedie Asset Management London, United Kingdom	$32.4M	+$32.4M	1	9.53%	New
52	Royal Bank of Canada Toronto, Ontario, Canada	$32.3M	+$5.52M	10	0.02%	Increased
53	BlackRock Group London, United Kingdom	$31.6M	+$2.18M	6	0.02%	Increased
54	Victory Capital Management San Antonio, Texas	$30.6M	-$2.12M	1	0.22%	Reduced
55	Teachers Advisors New York	$30.5M	+$12.2M	6	0.07%	Increased
56	Deutsche Bank Frankfurt Am Main Ge, Germany	$30.3M	-$17.8M	10	0.02%	Reduced
57	KCM Kingdon Capital Management New York	$29.8M	-$3.42M	1	1.37%	Reduced
58	SCPM Sagard Capital Partners Management New York	$28.2M	$0	1	9.77%	Maintained
59	Royce & Associates New York	$27.2M	-$6.86M	2	0.08%	Reduced
60	Fidelity Investments Boston, Massachusetts	$26.9M	+$15.3M	4	0%	Increased
61	Fred Alger Management New York	$26.3M	+$86K	2	0.13%	Increased
62	SG Americas Securities New York	$25.8M	+$5.92M	2	0.11%	Increased
63	HSA Hussman Strategic Advisors Ellicott City, Maryland	$25.6M	-$22.8M	2	1.82%	Reduced
64	Charles Schwab San Francisco, California	$25M	+$1.05M	5	0.05%	Increased
65	Schroder Investment Management Group London, United Kingdom	$24.8M	-$5.78M	2	0.03%	Reduced
66	Parametric Portfolio Associates Seattle, Washington	$24.6M	+$1.52M	6	0.06%	Increased
67	OIM Oceanic Investment Management Douglas, Isle Of Man	$23.8M	-$13.1M	2	9.39%	Reduced
68	Citigroup New York	$23.7M	-$3.19M	11	0.02%	Reduced
69	DL Delta Lloyd Amsterdam, Netherlands	$22.8M	-$18.8M	4	0.8%	Reduced
70	Thrivent Financial for Lutherans Minneapolis, Minnesota	$22.8M	+$311K	2	0.14%	Increased
71	New York State Common Retirement Fund Albany, New York	$22.5M	+$8.56M	3	0.04%	Increased
72	AP Alydar Partners Boston, Massachusetts	$20.3M	+$4.58M	1	2.06%	Increased
73	William Blair & Company Chicago, Illinois	$20M	+$8.58M	2	0.03%	Increased
74	CCMH Cornerstone Capital Management Holdings New York	$19.3M	-$7.07M	3	0.22%	Reduced
75	ACM Archer Capital Management New York	$18.9M	+$4.71M	1	2.8%	Increased