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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	Two Sigma Investments New York	$195M	+$88M	12	0.46%	Increased
52	Barclays London, United Kingdom	$194M	-$42.5M	21	0.07%	Reduced
53	AllianceBernstein Nashville, Tennessee	$194M	-$20.2M	15	0.07%	Reduced
54	Orbis Allan Gray Hamilton, Bermuda	$188M	+$261K	1	1.12%	Increased
55	Credit Suisse Zurich, Switzerland	$178M	-$62.4M	19	0.17%	Reduced
56	UniSuper Management Melbourne, Victoria, Australia	$167M	+$3.06M	6	1.6%	Increased
57	Pictet Asset Management Carouge, Switzerland	$164M	-$93.8M	14	0.18%	Reduced
58	Swiss National Bank Zurich, Switzerland	$152M	-$694K	13	0.11%	Reduced
59	HSBC Holdings London, United Kingdom	$150M	+$10.5M	16	0.1%	Increased
60	Assenagon Asset Management Senningerberg, Luxembourg	$149M	+$34.8M	8	0.35%	Increased
61	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$149M	+$18.5M	15	0.5%	Increased
62	ClearBridge Investments New York	$146M	+$10.1M	4	0.12%	Increased
63	Meitav Investment House Bene-Beraq, Israel	$143M	-$8.08M	3	2.8%	Reduced
64	BNP Paribas Financial Markets Paris, France	$143M	+$12.9M	14	0.13%	Increased
65	ECP Electron Capital Partners New York	$142M	-$39.1M	9	6.24%	Reduced
66	DnB Asset Management Oslo, Norway	$140M	-$21.6M	5	0.73%	Reduced
67	GW&K Investment Management Boston, Massachusetts	$139M	-$1.47M	5	1.23%	Reduced
68	Mirae Asset Global Investments Seoul, South Korea	$137M	+$19.4M	20	0.3%	Increased
69	Aberdeen Group Edinburgh, United Kingdom	$137M	+$2.15M	10	0.27%	Increased
70	T. Rowe Price Associates Baltimore, Maryland	$136M	-$42.7M	15	0.02%	Reduced
71	CGIC Continental General Insurance Company Austin, Texas	$133M	+$106M	1	34.75%	New
72	Fidelity International Hamilton, Bermuda	$133M	+$55.3M	8	0.13%	Increased
73	Sachem Head Capital Management New York	$133M	+$95.5M	1	5.7%	Increased
74	DekaBank Deutsche Girozentrale Frankfurt, Germany	$132M	-$10.9M	14	0.25%	Reduced
75	Balyasny Asset Management Chicago, Illinois	$130M	+$68M	12	0.23%	Increased