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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	Orbis Allan Gray Hamilton, Bermuda	$203M	-$47.1M	1	1.08%	Reduced
52	SC Sylebra Capital Palo Alto, California	$190M	+$57.6M	3	6.27%	Increased
53	CET Clean Energy Transition London, United Kingdom	$188M	+$63.7M	2	9.67%	Increased
54	BNP Paribas Financial Markets Paris, France	$174M	+$45.1M	13	0.12%	Increased
55	D.E. Shaw & Co New York	$171M	-$107M	16	0.15%	Reduced
56	DekaBank Deutsche Girozentrale Frankfurt, Germany	$170M	-$3.39M	14	0.32%	Reduced
57	Polar Capital Holdings London, United Kingdom	$168M	+$47.3M	1	0.8%	Increased
58	Verition Fund Management Greenwich, Connecticut	$165M	+$57M	13	0.83%	Increased
59	GC Greenvale Capital London, United Kingdom	$162M	-$49.2M	1	9.27%	Reduced
60	Swiss National Bank Zurich, Switzerland	$162M	+$679K	12	0.11%	Increased
61	Zurich Cantonal Bank Zurich, Switzerland	$156M	+$9.19M	16	0.46%	Increased
62	Susquehanna International Group Bala Cynwyd, Pennsylvania	$154M	-$43.2M	24	0.03%	Reduced
63	Wells Fargo San Francisco, California	$150M	+$37M	25	0.03%	Increased
64	Principal Financial Group Des Moines, Iowa	$139M	-$13.3M	9	0.08%	Reduced
65	Robeco Institutional Asset Management Rotterdam, Netherlands	$138M	+$115M	4	0.27%	Increased
66	RhumbLine Advisers Boston, Massachusetts	$138M	-$1.26M	18	0.12%	Reduced
67	Two Sigma Investments New York	$137M	+$7.25M	11	0.3%	Increased
68	American Century Companies Kansas City, Missouri	$132M	+$46.8M	12	0.08%	Increased
69	T. Rowe Price Associates Baltimore, Maryland	$131M	+$5.53M	15	0.02%	Increased
70	Pictet Asset Management Carouge, Switzerland	$130M	-$11M	13	0.14%	Reduced
71	UniSuper Management Melbourne, Victoria, Australia	$127M	-$1.85M	6	0.96%	Reduced
72	DnB Asset Management Oslo, Norway	$127M	-$11.5M	6	0.57%	Reduced
73	Assenagon Asset Management Senningerberg, Luxembourg	$125M	+$30.2M	9	0.23%	Increased
74	Point72 Asset Management Stamford, Connecticut	$123M	-$86.4M	6	0.31%	Reduced
75	ACM Anomaly Capital Management New York	$122M	+$5.02M	1	4.36%	Increased