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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	Two Sigma Advisers New York	$39.8M	+$2.76M	8	0.11%	Increased
52	Deutsche Bank Frankfurt Am Main Ge, Germany	$39.8M	-$2.29M	12	0.03%	Reduced
53	PCP Polunin Capital Partners London, United Kingdom	$38M	+$35.4K	1	18.49%	Increased
54	AllianceBernstein Nashville, Tennessee	$37.6M	+$596K	8	0.03%	Increased
55	Macquarie Group Sydney, NSW 2000, Australia	$36.6M	+$915K	3	0.07%	Increased
56	Principal Financial Group Des Moines, Iowa	$35.7M	-$225K	4	0.04%	Reduced
57	DnB Asset Management Oslo, Norway	$34.7M	-$13.2M	5	0.45%	Reduced
58	Thrivent Financial for Lutherans Minneapolis, Minnesota	$32M	+$3.69M	4	0.12%	Increased
59	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$31.7M	+$9.43M	1	0.92%	Increased
60	LM Luminus Management Houston, Texas	$31.2M	-$59.3M	4	0.63%	Reduced
61	PVH Psagot Value Holdings Tel Aviv, Israel	$31M	+$6.02M	5	1.43%	Increased
62	NGM North Growth Management Vancouver, British Columbia, Canada	$28.7M	+$5M	2	8.03%	Increased
63	TIAA CREF Investment Management New York	$28.6M	-$984K	9	0.02%	Reduced
64	Renaissance Technologies New York	$28.2M	-$9.95M	6	0.03%	Reduced
65	UBS AM Chicago, Illinois	$27.6M	+$184K	7	0.02%	Increased
66	JP Morgan Chase New York	$26.1M	-$45M	11	0.01%	Reduced
67	D.E. Shaw & Co New York	$25.7M	+$553K	8	0.04%	Increased
68	Homestead Advisers Arlington, Virginia	$25.6M	-$9.54M	1	0.5%	Reduced
69	Encompass Capital Advisors New York	$25.5M	+$19.8M	1	2.81%	Increased
70	Masters Capital Management Atlanta, Georgia	$25.5M	+$26.3M	1	1.39%	New
71	AAP Ardsley Advisory Partners Stamford, Connecticut	$25.2M	+$3.03M	2	6.33%	Increased
72	Pictet Asset Management (UK) London, United Kingdom	$24.1M	+$12.8M	2	0.06%	Increased
73	MTM Millennium TVP Management New York	$22.2M	$0	1	29.77%	Maintained
74	GW&K Investment Management Boston, Massachusetts	$22M	+$666K	2	0.43%	Increased
75	Robeco Schweiz Zurich, Switzerland	$21.8M	-$18.8M	2	1.01%	Reduced