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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
76	Impax Asset Management Group London, United Kingdom	$38.6M	-$5.22M	1	0.5%	Reduced
77	MTM Millennium TVP Management New York	$38.2M	$0	1	40.06%	Maintained
78	Balyasny Asset Management Chicago, Illinois	$38.1M	+$20.3M	3	0.24%	Increased
79	Thrivent Financial for Lutherans Minneapolis, Minnesota	$37.8M	+$1.17M	4	0.12%	Increased
80	Susquehanna International Group Bala Cynwyd, Pennsylvania	$37.2M	+$8.78M	11	0.01%	Increased
81	D.E. Shaw & Co New York	$34.8M	+$4.54M	7	0.04%	Increased
82	DnB Asset Management Oslo, Norway	$34.6M	-$5.08M	2	0.4%	Reduced
83	NGM North Growth Management Vancouver, British Columbia, Canada	$33.8M	$0	2	8.36%	Maintained
84	Summit Partners Public Asset Management Boston, Massachusetts	$33.7M	+$8.36M	4	3.35%	Increased
85	AAP Ardsley Advisory Partners Stamford, Connecticut	$33.4M	+$4.55M	5	5.27%	Increased
86	First Trust Advisors Wheaton, Illinois	$32.9M	-$763K	10	0.06%	Reduced
87	Masters Capital Management Atlanta, Georgia	$32.8M	+$2.17M	1	1.6%	Increased
88	Wells Fargo San Francisco, California	$30.9M	+$846K	14	0.01%	Increased
89	Two Sigma Investments New York	$30.8M	+$17.2M	8	0.1%	Increased
90	California Public Employees Retirement System Sacramento, California	$30.4M	-$3.31M	9	0.04%	Reduced
91	ACM Arosa Capital Management Miami Beach, Florida	$29.9M	+$10.4M	3	4.72%	Increased
92	Parametric Portfolio Associates Seattle, Washington	$29.4M	-$165K	7	0.02%	Reduced
93	New York State Common Retirement Fund Albany, New York	$29.4M	+$2.87M	6	0.04%	Increased
94	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$29.2M	-$4.27M	2	0.75%	Reduced
95	KHCM Kettle Hill Capital Management New York	$28.3M	+$2.82M	1	6.07%	Increased
96	RhumbLine Advisers Boston, Massachusetts	$28.2M	+$495K	7	0.05%	Increased
97	State of Michigan Retirement System Lansing, Michigan	$27.2M	-$265K	1	0.25%	Reduced
98	Bowen Hanes & Co Ponte Vedra Beach, Florida	$27M	+$6.08M	1	1.16%	Increased
99	Erste Asset Management Vienna, Austria	$26.8M	-$3.18M	8	1.42%	Reduced
100	Harvest Fund Management Beijing, China	$26.7M	+$19.3M	2	3.15%	Increased