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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	GC Greenvale Capital London, United Kingdom	$286M	+$150M	3	19.6%	Increased
52	ECP Electron Capital Partners New York	$274M	+$42.2M	5	11.82%	Increased
53	Susquehanna International Group Bala Cynwyd, Pennsylvania	$273M	+$99.8M	28	0.06%	Increased
54	Swiss National Bank Zurich, Switzerland	$264M	-$11.9M	16	0.18%	Reduced
55	Capital Research Global Investors Los Angeles, California	$261M	-$358M	1	0.07%	Reduced
56	Baillie Gifford & Co Edinburgh, United Kingdom	$252M	+$1.05M	2	0.21%	Increased
57	Orbis Allan Gray Hamilton, Bermuda	$250M	+$15.4M	1	1.79%	Increased
58	Mackenzie Financial Toronto Ontario, Ontario, Canada	$247M	+$43.8M	10	0.37%	Increased
59	Barclays London, United Kingdom	$247M	+$70.6M	20	0.16%	Increased
60	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$234M	+$16.2M	17	5.77%	Increased
61	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$233M	+$16M	19	1.02%	Increased
62	Victory Capital Management San Antonio, Texas	$232M	+$11.7M	14	0.26%	Increased
63	Frontier Capital Management Boston, Massachusetts	$225M	+$2.52M	3	2.15%	Increased
64	DSM Capital Partners Palm Beach Gardens, Florida	$218M	+$58.9M	1	3.52%	Increased
65	Meitav Investment House Bene-Beraq, Israel	$216M	+$29.3M	5	3.47%	Increased
66	Citigroup New York	$210M	+$14.9M	25	0.14%	Increased
67	William Blair Investment Management Chicago, Illinois	$208M	-$21.7M	3	0.67%	Reduced
68	Allspring Global Investments Charlotte, North Carolina	$202M	+$34.5M	14	0.32%	Increased
69	UBS Group Zurich, Switzerland	$190M	+$56.1M	29	0.06%	Increased
70	Ameriprise Minneapolis, Minnesota	$184M	+$65.3M	17	0.06%	Increased
71	Blackstone Inc New York	$183M	+$1.68M	2	0.78%	Increased
72	CIBC Private Wealth Group Atlanta, Georgia	$180M	-$199M	5	0.39%	Reduced
73	DnB Asset Management Oslo, Norway	$179M	+$28.1M	5	1.03%	Increased
74	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$177M	-$26.2M	8	0.14%	Reduced
75	Point72 Asset Management Stamford, Connecticut	$175M	-$54.4M	15	0.52%	Reduced