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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	Waddell & Reed Financial Overland Park, Kansas	$39M	-$3.43M	2	0.06%	Reduced
52	Capital Fund Management (CFM) Paris, France	$38.6M	-$11M	3	0.41%	Reduced
53	HSA Hussman Strategic Advisors Ellicott City, Maryland	$38.3M	+$3.34M	2	2.94%	Increased
54	Pictet Asset Management (UK) London, United Kingdom	$36.9M	+$967K	3	0.18%	Increased
55	FC Fairpointe Capital Chicago, Illinois	$36.9M	-$55.1M	1	0.49%	Reduced
56	Royal Bank of Canada Toronto, Ontario, Canada	$36.5M	+$6.36M	10	0.02%	Increased
57	ACM Archer Capital Management New York	$36.3M	+$15.9M	1	4.82%	Increased
58	Parametric Portfolio Associates Seattle, Washington	$36.1M	+$3.88M	4	0.08%	Increased
59	Ameriprise Minneapolis, Minnesota	$35.1M	-$23M	9	0.02%	Reduced
60	Thrivent Financial for Lutherans Minneapolis, Minnesota	$34.1M	-$4.43M	3	0.19%	Reduced
61	Wells Fargo San Francisco, California	$33.6M	-$17.7M	10	0.01%	Reduced
62	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$33.2M	-$1.3M	1	0.04%	Reduced
63	Munder Capital Management Birmingham, Michigan	$32.7M	-$13.4M	1	0.23%	Reduced
64	State of Michigan Retirement System Lansing, Michigan	$32.4M	+$19.9K	1	0.23%	Increased
65	Putnam Investments Boston, Massachusetts	$32.2M	+$17.9M	1	0.07%	Increased
66	Macquarie Group Sydney, NSW 2000, Australia	$32M	+$4.7M	2	0.07%	Increased
67	UBS O'Connor Chicago, Illinois	$30.5M	+$14.3M	3	0.19%	Increased
68	Winton Group London, United Kingdom	$30.4M	+$28.3M	1	0.21%	New
69	Royce & Associates New York	$29.4M	+$1.03M	3	0.09%	Increased
70	QAM Quentec Asset Management New York	$29.2M	+$5.4M	3	7.62%	Increased
71	Glenmede Trust Philadelphia, Pennsylvania	$28.2M	+$7.12M	3	0.25%	Increased
72	ARC Absolute Return Capital Boston, Massachusetts	$27.9M	+$5.35M	2	0.33%	Increased
73	William Blair & Company Chicago, Illinois	$27M	-$1.19M	2	0.04%	Reduced
74	DL Delta Lloyd Amsterdam, Netherlands	$26.9M	-$775K	4	0.85%	Reduced
75	HJMC Hellman Jordan Management Company Quincy, Massachusetts	$26.7M	+$24.2M	3	5.34%	New