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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	GC Greenvale Capital London, United Kingdom	$129M	+$19.9M	1	9.86%	Increased
77	Allianz Asset Management Munich, Germany	$128M	+$17.4M	10	0.2%	Increased
78	Blackstone Inc New York	$128M	-$7.63M	2	0.52%	Reduced
79	Encompass Capital Advisors New York	$125M	-$55.2M	4	6.76%	Reduced
80	Nordea Investment Management Stockholm, Sweden	$124M	+$8.19M	4	0.15%	Increased
81	RhumbLine Advisers Boston, Massachusetts	$123M	+$7.69M	19	0.12%	Increased
82	Coatue Management New York	$120M	+$49.6M	1	0.47%	Increased
83	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$119M	+$1.06M	16	2.31%	Increased
84	William Blair Investment Management Chicago, Illinois	$114M	+$58.6M	1	0.3%	Increased
85	Ameriprise Minneapolis, Minnesota	$114M	-$21.8M	14	0.03%	Reduced
86	Mariner Overland Park, Kansas	$113M	-$11M	14	0.23%	Reduced
87	Citigroup New York	$112M	-$68.9M	23	0.07%	Reduced
88	Frontier Capital Management Boston, Massachusetts	$112M	-$1.63M	4	1.05%	Reduced
89	Two Sigma Advisers New York	$111M	+$11M	11	0.26%	Increased
90	Zurich Cantonal Bank Zurich, Switzerland	$110M	+$963K	17	0.39%	Increased
91	Marshall Wace London, United Kingdom	$109M	+$82.9M	19	0.17%	Increased
92	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$107M	-$9.74M	5	1.72%	Reduced
93	JC Joho Capital New York	$104M	+$32.5M	2	14.42%	Increased
94	Principal Financial Group Des Moines, Iowa	$102M	-$8.13M	11	0.06%	Reduced
95	Holocene Advisors New York	$101M	+$20M	4	0.37%	Increased
96	Macquarie Group Sydney, NSW 2000, Australia	$99M	+$81.1M	9	0.11%	Increased
97	Thrivent Financial for Lutherans Minneapolis, Minnesota	$98.8M	+$4.45M	7	0.2%	Increased
98	PWAM Park West Asset Management San Francisco, California	$97.7M	+$64.1M	2	6.94%	Increased
99	Impax Asset Management Group London, United Kingdom	$96.6M	+$18.3M	4	0.37%	Increased
100	American Century Companies Kansas City, Missouri	$96.5M	-$34M	14	0.06%	Reduced