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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	Cooperman Leon G	$45.1M	+$45.6M	1	0.6%	New
52	Waddell & Reed Financial Overland Park, Kansas	$44.5M	+$7.71M	2	0.07%	Increased
53	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$41.9M	-$234K	1	0.06%	Reduced
54	BlackRock Group London, United Kingdom	$41.2M	+$2.43M	6	0.03%	Increased
55	Two Sigma Investments New York	$41.1M	+$22.5M	2	0.22%	Increased
56	BlackRock Advisors Wilmington, Delaware	$40.5M	+$24.3M	6	0.04%	Increased
57	Neuberger Berman Group New York	$40.4M	+$1.06M	4	0.04%	Increased
58	Two Sigma Advisers New York	$37.2M	+$18.7M	3	0.34%	Increased
59	Winton Capital Management London, United Kingdom	$36.5M	+$14M	1	0.25%	Increased
60	Jane Street New York	$36.2M	+$23M	8	0.4%	Increased
61	Pictet Asset Management (UK) London, United Kingdom	$34.6M	+$30.9M	3	0.17%	Increased
62	Citadel Advisors Miami, Florida	$32.3M	-$10.3M	6	0.04%	Reduced
63	State of Michigan Retirement System Lansing, Michigan	$31.8M	+$15.5M	1	0.24%	Increased
64	Thrivent Financial for Lutherans Minneapolis, Minnesota	$31.4M	+$6.73M	2	0.19%	Increased
65	Bank of America Charlotte, North Carolina	$31.2M	-$12.5M	11	0.01%	Reduced
66	Royal Bank of Canada Toronto, Ontario, Canada	$30.7M	-$1.35M	10	0.02%	Reduced
67	Barclays London, United Kingdom	$30.6M	+$11.7M	9	0.03%	Increased
68	HSA Hussman Strategic Advisors Ellicott City, Maryland	$30.4M	$0	2	2.27%	Maintained
69	AP Alydar Partners Boston, Massachusetts	$29.9M	+$8.07M	1	2.98%	Increased
70	New York State Common Retirement Fund Albany, New York	$29.7M	+$2.97M	3	0.05%	Increased
71	Parametric Portfolio Associates Seattle, Washington	$29.2M	+$608K	6	0.07%	Increased
72	Royce & Associates New York	$29M	+$414K	2	0.09%	Increased
73	Charles Schwab San Francisco, California	$28.7M	-$415K	5	0.05%	Reduced
74	NAM NorthCoast Asset Management Greenwich, Connecticut	$28.7M	+$28.4M	1	1.87%	Increased
75	SCPM Sagard Capital Partners Management New York	$28.7M	$0	1	9.44%	Maintained