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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	AQR Capital Management Greenwich, Connecticut	$32.5M	-$1.88M	3	0.07%	Reduced
52	Capital Fund Management (CFM) Paris, France	$31.8M	+$25.7M	5	0.43%	Increased
53	HCM Hodges Capital Management Dallas, Texas	$31.4M	+$17.8M	1	1.2%	Increased
54	Robeco Schweiz Zurich, Switzerland	$31.1M	-$694K	4	2.44%	Reduced
55	Pzena Investment Management New York	$30.3M	-$158K	1	0.17%	Reduced
56	GH GAM Holding Zurich, Switzerland	$29.9M	+$9.05M	5	0.45%	Increased
57	MAM Majedie Asset Management London, United Kingdom	$29.5M	-$58.7M	1	6.76%	Reduced
58	Royce & Associates New York	$29.3M	-$1.97M	3	0.11%	Reduced
59	Janus Henderson Investors US Denver, Colorado	$29.2M	+$9.97M	2	0.02%	Increased
60	CCA Canyon Capital Advisors Dallas, Texas	$28.9M	+$24.9M	4	0.91%	New
61	BlackRock Advisors Wilmington, Delaware	$28.7M	-$200K	6	0.03%	Reduced
62	GGHC Gilder Gagnon Howe & Co New York	$28.1M	-$13.1M	2	0.39%	Reduced
63	National Rural Electric Cooperative Association Arlington, Virginia	$25.5M	+$28.9M	1	0.42%	New
64	EA Ecofin Advisors London, United Kingdom	$25M	+$22.2M	3	3.59%	Increased
65	GW&K Investment Management Boston, Massachusetts	$24.7M	+$6.76M	1	0.56%	Increased
66	California Public Employees Retirement System Sacramento, California	$24.4M	$0	8	0.03%	Maintained
67	TIAA CREF Investment Management New York	$24.4M	+$62.1K	5	0.02%	Increased
68	DL Delta Lloyd Amsterdam, Netherlands	$23.8M	-$3.68M	5	0.74%	Reduced
69	Citigroup New York	$23.7M	-$32.7M	12	0.02%	Reduced
70	Fidelity International Hamilton, Bermuda	$23.6M	+$1.57M	2	0.08%	Increased
71	Charles Schwab San Francisco, California	$23.2M	+$1.51M	5	0.03%	Increased
72	LCS Levin Capital Strategies New York	$22.8M	+$171K	2	0.34%	Increased
73	HBK Investments Dallas, Texas	$22.8M	+$8.66M	2	0.21%	Increased
74	Allianz Asset Management Munich, Germany	$22.6M	-$36.4M	4	0.03%	Reduced
75	Masters Capital Management Atlanta, Georgia	$21.9M	-$28M	1	0.63%	Reduced