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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
126
Stifel Financial
Stifel Financial
Missouri
$118M -$9.85M 9 0.18% Reduced
127
NP
Newlight Partners
New York
$117M $0 1 12.2% Maintained
128
KL
KIM LLC
Kansas
$114M $0 4 6.27% Maintained
129
Bank of Montreal
Bank of Montreal
Ontario, Canada
$112M -$10M 15 0.05% Reduced
130
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$109M +$24.1M 2 1.96% Increased
131
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings
Israel
$106M -$5.8M 6 2.36% Reduced
132
American Century Companies
American Century Companies
Missouri
$105M -$12.3M 11 0.09% Reduced
133
AIM
Alpine Investment Management
Hong Kong
$104M +$132M 1 20.48% New
134
Adage Capital Partners
Adage Capital Partners
Massachusetts
$99.2M +$17M 6 0.24% Increased
135
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$98.6M -$3.78M 22 0.57% Reduced
136
National Pension Service
National Pension Service
South Korea
$97.5M +$23.7M 4 0.19% Increased
137
TCW Group
TCW Group
California
$94.5M -$14.6M 2 1.35% Reduced
138
GC
Greenvale Capital
United Kingdom
$93.7M +$35.5M 1 8.33% Increased
139
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$92.2M +$15.9M 12 1.34% Increased
140
ACM
Arosa Capital Management
Florida
$92.1M +$5.73M 8 19.54% Increased
141
Candriam SCA
Candriam SCA
Luxembourg
$92M +$8.61M 5 0.62% Increased
142
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$90.6M +$19M 15 0.48% Increased
143
Merewether Investment Management
Merewether Investment Management
Texas
$90.1M +$33.7M 3 8.8% Increased
144
GW&K Investment Management
GW&K Investment Management
Massachusetts
$89.8M +$13.5M 3 0.91% Increased
145
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$89.5M +$33.3M 9 0.6% Increased
146
Phoenix Financial
Phoenix Financial
Israel
$89.2M -$47.5M 6 1.73% Reduced
147
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$86.3M -$3.34M 13 0.05% Reduced
148
SCH
Sylebra Capital (HK)
Hong Kong
$86M -$57.2M 2 4.85% Reduced
149
ZP
Zimmer Partners
New York
$85.8M +$21.6M 2 1.73% Increased
150
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$83.8M -$1.11M 6 0.21% Reduced