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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	Granahan Investment Management Waltham, Massachusetts	$260M	-$17.2M	2	5.84%	Reduced
52	ZP Zimmer Partners New York	$259M	+$242M	1	3.8%	New
53	ClearBridge Investments New York	$256M	+$10M	4	0.2%	Increased
54	Two Sigma Investments New York	$255M	+$122M	8	0.73%	Increased
55	UBS Group Zurich, Switzerland	$249M	-$20.9M	22	0.08%	Reduced
56	Legal & General Group London, United Kingdom	$239M	+$75.7M	14	0.09%	Increased
57	Susquehanna International Group Bala Cynwyd, Pennsylvania	$237M	+$70.8M	20	0.04%	Increased
58	LSCM Light Street Capital Management Palo Alto, California	$231M	+$195M	2	6.89%	New
59	Neuberger Berman Group New York	$226M	+$53.7M	6	0.23%	Increased
60	Phoenix Financial Givatayim, Israel	$224M	+$15.5M	7	6%	Increased
61	Principal Financial Group Des Moines, Iowa	$209M	+$22.7M	9	0.15%	Increased
62	Swiss National Bank Zurich, Switzerland	$207M	+$67.3M	8	0.15%	Increased
63	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$197M	+$124M	4	0.13%	Increased
64	PointState Capital New York	$194M	+$168M	2	3.65%	New
65	NN Investment Partners Holdings The Hague, Netherlands	$186M	-$188M	4	1.13%	Reduced
66	Voloridge Investment Management Jupiter, Florida	$183M	-$44.2M	9	1.54%	Reduced
67	Nomura Holdings Tokyo, Japan	$182M	-$654M	5	0.3%	Reduced
68	Wells Fargo San Francisco, California	$178M	+$20.8M	21	0.04%	Increased
69	California Public Employees Retirement System Sacramento, California	$175M	+$21.7M	16	0.13%	Increased
70	CCM CAAS Capital Management New York	$175M	+$49.9M	5	1.67%	Increased
71	ALPS Advisors Denver, Colorado	$173M	+$39.9M	8	1.95%	Increased
72	Ninety One (UK) London, United Kingdom	$172M	+$114M	2	0.53%	Increased
73	RhumbLine Advisers Boston, Massachusetts	$170M	+$8.62M	10	0.24%	Increased
74	Moore Capital Management New York	$168M	+$94.9M	3	1.84%	Increased
75	Renaissance Technologies New York	$167M	-$253M	10	0.18%	Reduced