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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
Allspring Global Investments
Allspring Global Investments
North Carolina
$102M -$43.8M 10 0.17% Reduced
102
VanEck Associates
VanEck Associates
New York
$102M +$13.5M 15 0.19% Increased
103
Phoenix Financial
Phoenix Financial
Israel
$101M +$48M 5 1.68% Increased
104
NP
Newlight Partners
New York
$99.2M $0 1 58.82% Maintained
105
Renaissance Technologies
Renaissance Technologies
New York
$98.3M -$32.3M 13 0.15% Reduced
106
APG Asset Management
APG Asset Management
Netherlands
$96.5M +$6.89M 3 0.19% Increased
107
William Blair Investment Management
William Blair Investment Management
Illinois
$92.6M -$6.8M 1 0.27% Reduced
108
Group One Trading
Group One Trading
Illinois
$92.2M +$31.1M 14 0.24% Increased
109
SG
Sourcerock Group
Colorado
$90.1M +$26.9M 2 8.92% Increased
110
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$89.1M +$4.15M 10 0.52% Increased
111
CC
Covalis Capital
United Kingdom
$87.4M +$1.55M 2 14.2% Increased
112
Holocene Advisors
Holocene Advisors
New York
$87.1M +$64.5M 6 0.34% Increased
113
JC
Joho Capital
New York
$86.4M +$22.2M 2 15.66% Increased
114
Mirova US
Mirova US
Massachusetts
$85M -$533K 2 1.28% Reduced
115
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$82.7M -$1.64M 15 0.11% Reduced
116
Summit Partners Public Asset Management
Summit Partners Public Asset Management
Massachusetts
$81.8M +$9.63M 5 3.4% Increased
117
ALPS Advisors
ALPS Advisors
Colorado
$81.5M -$14.8M 10 0.64% Reduced
118
Vontobel Holding
Vontobel Holding
Switzerland
$81.3M -$9.2M 12 0.68% Reduced
119
SCM
SIR Capital Management
New York
$80.5M +$40.4M 4 8.24% Increased
120
Walleye Trading
Walleye Trading
New York
$80.3M +$26.3M 15 0.17% Increased
121
Rubric Capital Management (New York)
Rubric Capital Management (New York)
New York
$79.8M +$3.22M 1 1.66% Increased
122
California Public Employees Retirement System
California Public Employees Retirement System
California
$77.7M -$9.05M 7 0.06% Reduced
123
Silvercrest Asset Management
Silvercrest Asset Management
New York
$77.1M -$23.6M 1 0.55% Reduced
124
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$75.7M +$3.6M 15 0.05% Increased
125
Tortoise Capital Advisors
Tortoise Capital Advisors
Kansas
$75.4M +$5.99M 5 1.16% Increased
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