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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
101
TimesSquare Capital Management
TimesSquare Capital Management
New York
$68.2M +$54.4M 2 0.64% New
102
Van Berkom & Associates
Van Berkom & Associates
Quebec, Canada
$66.8M -$367K 1 1.94% Reduced
103
Jane Street
Jane Street
New York
$66.7M +$36.5M 15 0.04% Increased
104
Hood River Capital Management
Hood River Capital Management
Florida
$66.4M +$19M 2 2.88% Increased
105
CCI
Columbus Circle Investors
$65.8M +$4.76M 3 2.86% Increased
106
Point72 Asset Management
Point72 Asset Management
Connecticut
$64.5M +$9.96M 5 0.33% Increased
107
Stifel Financial
Stifel Financial
Missouri
$64.2M +$9.35M 7 0.13% Increased
108
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$61.5M -$324K 16 0.02% Reduced
109
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$61.2M -$2.92M 2 1.55% Reduced
110
Putnam Investments
Putnam Investments
Massachusetts
$59.9M +$211K 2 0.12% Increased
111
Macquarie Group
Macquarie Group
Australia
$59.6M -$2.15M 9 0.1% Reduced
112
LPU
Lansdowne Partners (UK)
United Kingdom
$59M +$23.4M 1 2.37% Increased
113
Korea Investment Corp
Korea Investment Corp
South Korea
$58.9M -$3.07M 1 0.21% Reduced
114
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$58.4M -$40.3M 2 0.14% Reduced
115
Federated Hermes
Federated Hermes
Pennsylvania
$58.2M -$13M 6 0.14% Reduced
116
PCP
Polunin Capital Partners
United Kingdom
$58.1M -$2.81M 1 15.25% Reduced
117
Natixis
Natixis
France
$57.9M -$485K 2 0.43% Reduced
118
NPIC
Neumeier Poma Investment Counsel
California
$57.9M -$3.25K 1 4.76% Reduced
119
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$57.7M +$7.45M 11 0.04% Increased
120
Meitav Investment House
Meitav Investment House
Israel
$55M +$585K 2 2.73% Increased
121
DnB Asset Management
DnB Asset Management
Norway
$53.3M -$26.1M 4 0.57% Reduced
122
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$52.8M -$21.2M 4 0.38% Reduced
123
LM
Luminus Management
Texas
$52.3M +$33.4M 3 12.08% Increased
124
M
Mirova
France
$52.1M -$31.4M 4 8.38% Reduced
125
Robeco Schweiz
Robeco Schweiz
Switzerland
$49.6M +$34.7M 1 1.47% Increased