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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
Neuberger Berman Group
Neuberger Berman Group
New York
$248M +$66.2M 7 0.24% Increased
52
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$245M -$60.9M 3 0.62% Reduced
53
Principal Financial Group
Principal Financial Group
Iowa
$240M +$56.4M 10 0.17% Increased
54
Millennium Management
Millennium Management
New York
$239M -$34.7M 21 0.17% Reduced
55
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings
Israel
$231M -$34.1M 10 2.33% Reduced
56
Barclays
Barclays
United Kingdom
$229M +$136M 11 0.12% Increased
57
Franklin Resources
Franklin Resources
California
$227M +$105M 8 0.09% Increased
58
ClearBridge Investments
ClearBridge Investments
New York
$227M +$8.53M 4 0.17% Increased
59
Granahan Investment Management
Granahan Investment Management
Massachusetts
$217M -$25.9M 3 4.61% Reduced
60
Swiss National Bank
Swiss National Bank
Switzerland
$206M +$16.8M 9 0.14% Increased
61
VanEck Associates
VanEck Associates
New York
$203M -$72.6M 10 0.55% Reduced
62
Citigroup
Citigroup
New York
$187M -$172M 21 0.12% Reduced
63
Fred Alger Management
Fred Alger Management
New York
$183M +$145M 3 0.48% Increased
64
UBS Group
UBS Group
Switzerland
$180M -$78.1M 22 0.06% Reduced
65
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$179M +$2.82M 6 0.11% Increased
66
Phoenix Financial
Phoenix Financial
Israel
$179M -$20.6M 7 4.06% Reduced
67
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$179M +$51.9M 6 0.91% Increased
68
Macquarie Group
Macquarie Group
Australia
$178M +$82.8M 9 0.25% Increased
69
SCH
Sylebra Capital (HK)
Hong Kong
$174M -$259M 2 4.5% Reduced
70
Oaktree Capital Management
Oaktree Capital Management
California
$173M +$176M 1 2.41% New
71
PointState Capital
PointState Capital
New York
$172M +$338K 3 3.41% Increased
72
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$169M +$790K 4 0.99% Increased
73
M
Mirova
France
$157M +$45.7M 6 18.67% Increased
74
California Public Employees Retirement System
California Public Employees Retirement System
California
$155M -$6.63M 16 0.12% Reduced
75
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$155M +$90.3M 8 0.85% Increased