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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	Capital International Investors Los Angeles, California	$165M	+$119M	1	0.04%	New
77	Summit Partners Public Asset Management Boston, Massachusetts	$159M	-$13.4M	4	7.05%	Reduced
78	NP Newlight Partners New York	$158M	-$140M	1	4.76%	Reduced
79	Franklin Resources San Mateo, California	$153M	-$36M	8	0.06%	Reduced
80	Erste Asset Management Vienna, Austria	$152M	+$1.14M	9	4.21%	Increased
81	Zurich Cantonal Bank Zurich, Switzerland	$146M	+$17.1M	13	0.89%	Increased
82	Impax Asset Management Group London, United Kingdom	$145M	-$6.53M	2	0.92%	Reduced
83	ECP Electron Capital Partners New York	$142M	-$298M	3	9.74%	Reduced
84	TimesSquare Capital Management New York	$134M	+$29.6M	2	1.09%	Increased
85	M Mirova Paris, France	$133M	+$55M	4	17.15%	Increased
86	SCM Shah Capital Management Raleigh, North Carolina	$133M	-$13.4M	1	41.25%	Reduced
87	PWAM Park West Asset Management San Francisco, California	$128M	-$54.9M	3	2.65%	Reduced
88	AEGON Asset Management (UK) Edinburgh, United Kingdom	$127M	-$17.5M	1	1.86%	Reduced
89	Natixis Paris, France	$123M	+$34M	5	0.45%	Increased
90	PAM Pinpoint Asset Management Hong Kong	$123M	+$55.1M	2	26.12%	Increased
91	Encompass Capital Advisors New York	$122M	+$64.1M	4	8.67%	Increased
92	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$122M	+$15M	7	0.84%	Increased
93	Federated Hermes Pittsburgh, Pennsylvania	$120M	+$9.26M	8	0.25%	Increased
94	Royal Bank of Canada Toronto, Ontario, Canada	$120M	+$21.7M	20	0.03%	Increased
95	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$119M	-$90.3M	5	0.18%	Reduced
96	New York State Common Retirement Fund Albany, New York	$118M	-$232K	10	0.13%	Reduced
97	Zurich Insurance Group Zurich, Switzerland	$117M	-$18.8M	1	1.72%	Reduced
98	AIG American International Group New York	$116M	+$3.79M	10	0.43%	Increased
99	Thrivent Financial for Lutherans Minneapolis, Minnesota	$114M	+$70.5M	5	0.26%	Increased
100	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$114M	+$11.6M	10	0.16%	Increased