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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	JP Morgan Chase New York	$61.3M	-$5.5M	11	0.01%	Reduced
52	AllianceBernstein Nashville, Tennessee	$61.2M	-$15.1M	10	0.04%	Reduced
53	Silvercrest Asset Management New York	$61.2M	+$3.38M	2	0.5%	Increased
54	Two Sigma Advisers New York	$60.2M	+$882K	8	0.15%	Increased
55	ECP Electron Capital Partners New York	$58.8M	-$50.1M	3	8.61%	Reduced
56	D.E. Shaw & Co New York	$54.9M	+$24.3M	7	0.07%	Increased
57	LPU Lansdowne Partners (UK) London, United Kingdom	$54.3M	-$8M	1	1.44%	Reduced
58	PCP Polunin Capital Partners London, United Kingdom	$53.6M	+$1.29M	1	13.65%	Increased
59	1832 Asset Management Toronto, Ontario, Canada	$53M	+$48.1M	1	0.17%	New
60	UBS Group Zurich, Switzerland	$48.7M	+$865K	17	0.02%	Increased
61	Zurich Cantonal Bank Zurich, Switzerland	$48M	-$5.22M	11	0.4%	Reduced
62	California Public Employees Retirement System Sacramento, California	$47.5M	+$17.5M	10	0.05%	Increased
63	Putnam Investments Boston, Massachusetts	$47.4M	+$2.01M	2	0.11%	Increased
64	Credit Suisse Zurich, Switzerland	$45.6M	-$2.43M	10	0.04%	Reduced
65	Macquarie Group Sydney, NSW 2000, Australia	$45.3M	+$6.28M	4	0.08%	Increased
66	LM Luminus Management Houston, Texas	$44.8M	-$28.1M	3	1.3%	Reduced
67	ACM Arosa Capital Management Miami Beach, Florida	$44.6M	+$18M	4	7.95%	Increased
68	Thrivent Financial for Lutherans Minneapolis, Minnesota	$43.5M	+$7.13M	4	0.13%	Increased
69	AEGON Asset Management (UK) Edinburgh, United Kingdom	$42.9M	+$17.9M	1	1.13%	Increased
70	NC Noked Capital Tel Aviv, Israel	$41.9M	-$8.8M	1	44.04%	Reduced
71	NI Noked Israel Ramat Hasharon, Israel	$41.9M	-$8.8M	1	44.04%	Reduced
72	SM Senvest Management New York	$41.2M	+$10.8M	1	3.55%	Increased
73	GW&K Investment Management Boston, Massachusetts	$41.2M	+$17.8M	2	0.58%	Increased
74	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$39.2M	-$21.2M	3	0.27%	Reduced
75	Aberdeen Group Edinburgh, United Kingdom	$39.2M	-$10.2M	2	0.1%	Reduced