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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	Citigroup New York	$121M	+$4.39M	22	0.07%	Increased
77	Meitav Investment House Bene-Beraq, Israel	$120M	-$3.56M	3	2.01%	Reduced
78	Nordea Investment Management Stockholm, Sweden	$119M	-$7.21M	4	0.14%	Reduced
79	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$118M	-$11.7M	12	0.28%	Reduced
80	Encompass Capital Advisors New York	$117M	-$3.31M	6	5.71%	Reduced
81	Mariner Overland Park, Kansas	$116M	-$2.22M	15	0.21%	Reduced
82	CGIC Continental General Insurance Company Austin, Texas	$114M	+$7.4M	1	32.81%	Increased
83	TPG GP A Fort Worth, Texas	$112M	$0	1	1.91%	Maintained
84	Royal Bank of Canada Toronto, Ontario, Canada	$111M	-$30M	24	0.02%	Reduced
85	Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong	$110M	+$3.1M	19	0.25%	Increased
86	Ameriprise Minneapolis, Minnesota	$110M	+$7.22M	11	0.03%	Increased
87	Coatue Management New York	$110M	-$7.89M	2	0.41%	Reduced
88	Allianz Asset Management Munich, Germany	$109M	-$12.6M	8	0.15%	Reduced
89	GW&K Investment Management Boston, Massachusetts	$108M	-$10.2M	5	0.92%	Reduced
90	Sachem Head Capital Management New York	$107M	$0	1	5.61%	Maintained
91	ECP Electron Capital Partners New York	$105M	+$21.2M	8	5.04%	Increased
92	Janus Henderson Group London,	$101M	-$5.52M	11	0.05%	Reduced
93	AllianceBernstein Nashville, Tennessee	$100M	+$13M	15	0.03%	Increased
94	SCA Southpoint Capital Advisors New York	$99.8M	$0	1	2.36%	Maintained
95	Montrusco Bolton Investments Montreal, Quebec, Canada	$99.3M	+$47.4M	1	1.05%	Increased
96	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$97.4M	+$3.13M	4	0.07%	Increased
97	Voloridge Investment Management Jupiter, Florida	$96M	-$51.7M	4	0.35%	Reduced
98	Thrivent Financial for Lutherans Minneapolis, Minnesota	$92.5M	-$10.6M	6	0.18%	Reduced
99	California Public Employees Retirement System Sacramento, California	$89.5M	+$12.7M	7	0.06%	Increased
100	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$87.1M	+$540K	13	0.1%	Increased