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 |
Viking Global Investors
Stamford,
Connecticut
| $252M | +$6.61M | 2 | 0.76% | Increased |
|
| 52 |
Swiss National Bank
Zurich,
Switzerland
| $249M | +$36.7M | 12 | 0.15% | Increased |
|
| 53 |
PointState Capital
New York
| $246M | +$63.7M | 3 | 4.24% | Increased |
|
| 54 |
Erste Asset Management
Vienna,
Austria
| $246M | +$76.9M | 9 | 4.89% | Increased |
|
| 55 |
NP
Newlight Partners
New York
| $245M | $0 | 1 | 9.09% | Maintained |
|
| 56 |
Barclays
London,
United Kingdom
| $244M | +$12.2M | 12 | 0.12% | Increased |
|
| 57 |
Phoenix Financial
Givatayim,
Israel
| $242M | +$58.7M | 5 | 4.6% | Increased |
|
| 58 |
Principal Financial Group
Des Moines,
Iowa
| $232M | +$13.4M | 11 | 0.15% | Increased |
|
| 59 |
Impax Asset Management Group
London,
United Kingdom
| $231M | +$55M | 6 | 1.02% | Increased |
|
| 60 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
| $227M | +$72.4M | 6 | 1.13% | Increased |
|
| 61 |
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
| $214M | -$7.72M | 10 | 2.24% | Reduced |
|
| 62 |
VanEck Associates
New York
| $213M | +$15.3M | 11 | 0.5% | Increased |
|
| 63 |
Neuberger Berman Group
New York
| $211M | -$17.6M | 7 | 0.18% | Reduced |
|
| 64 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
| $210M | +$26.3M | 7 | 0.12% | Increased |
|
| 65 |
Granahan Investment Management
Waltham,
Massachusetts
| $210M | -$12.8M | 3 | 3.91% | Reduced |
|
| 66 |
D.E. Shaw & Co
New York
| $203M | -$80.5M | 15 | 0.18% | Reduced |
|
| 67 |
Orbis Allan Gray
Hamilton,
Bermuda
| $198M | +$170M | 1 | 1.25% | Increased |
|
| 68 |
ZP
Zimmer Partners
New York
| $192M | -$40.1M | 5 | 2.58% | Reduced |
|
| 69 |
Jane Street
New York
| $190M | -$99.8M | 18 | 0.07% | Reduced |
|
| 70 |
Voloridge Investment Management
Jupiter,
Florida
| $188M | -$50.5M | 13 | 1.31% | Reduced |
|
| 71 |
UBS Group
Zurich,
Switzerland
| $187M | +$5.52M | 25 | 0.06% | Increased |
|
| 72 |
Capital World Investors
Los Angeles,
California
| $186M | +$29.4M | 1 | 0.03% | Increased |
|
| 73 |
Oaktree Capital Management
Los Angeles,
California
| $177M | $0 | 1 | 2.37% | Maintained |
|
| 74 |
Citigroup
New York
| $171M | -$12.1M | 21 | 0.1% | Reduced |
|
| 75 |
M
Mirova
Paris,
France
| $154M | +$1.01M | 7 | 18.5% | Increased |
|