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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	Robeco Institutional Asset Management Rotterdam, Netherlands	$105M	+$8.62M	3	0.2%	Increased
77	Royal Bank of Canada Toronto, Ontario, Canada	$105M	+$35.5M	25	0.02%	Increased
78	National Bank of Canada Montreal, Quebec, Canada	$104M	+$69.2M	12	0.11%	Increased
79	SC Sylebra Capital Palo Alto, California	$103M	+$29.7M	2	3.87%	Increased
80	Orbis Allan Gray Hamilton, Bermuda	$102M	-$2.76M	1	0.55%	Reduced
81	USS Investment Management London, United Kingdom	$101M	-$166K	2	0.71%	Reduced
82	Blackstone Inc New York	$99.8M	+$4.24M	4	0.45%	Increased
83	Rubric Capital Management (New York) New York	$99.2M	+$5M	1	1.27%	Increased
84	Janus Henderson Group London,	$98.4M	+$4.71M	11	0.05%	Increased
85	KL KGH Ltd Nassau, Bahamas	$96.5M	+$19.5M	1	5.02%	Increased
86	ACM Anomaly Capital Management New York	$96.2M	+$11.2M	1	2.84%	Increased
87	RhumbLine Advisers Boston, Massachusetts	$92.7M	-$8.7M	18	0.08%	Reduced
88	Principal Financial Group Des Moines, Iowa	$91.8M	-$11M	9	0.05%	Reduced
89	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$91.3M	+$66.6M	5	1.31%	Increased
90	Fuller & Thaler Asset Management San Mateo, California	$90.2M	+$3.07M	3	0.34%	Increased
91	Ameriprise Minneapolis, Minnesota	$86M	-$5.02M	10	0.02%	Reduced
92	Van Berkom & Associates Montreal, Quebec, Canada	$85.8M	-$19.7M	1	2.55%	Reduced
93	UniSuper Management Melbourne, Victoria, Australia	$78.6M	-$8.69M	6	0.56%	Reduced
94	Federated Hermes Pittsburgh, Pennsylvania	$74.8M	+$29.9M	7	0.16%	Increased
95	GAMH Greenwoods Asset Management (HK) Hong Kong	$74.7M	+$63.4M	3	2.36%	Increased
96	DnB Asset Management Oslo, Norway	$73.4M	-$5.05M	5	0.32%	Reduced
97	AQR Capital Management Greenwich, Connecticut	$73.3M	+$23.5M	13	0.09%	Increased
98	GW&K Investment Management Boston, Massachusetts	$72.8M	-$43.5M	5	0.62%	Reduced
99	Westfield Capital Management Boston, Massachusetts	$71.2M	-$2.63M	2	0.31%	Reduced
100	Capital Fund Management (CFM) Paris, France	$68.2M	+$59M	7	0.17%	Increased