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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	KL KIM LLC Wichita, Kansas	$110M	-$5.7M	3	7.69%	Reduced
127	ECP ControlCo Summit, New Jersey	$108M	$0	1	21.62%	Maintained
128	Axa Paris, France	$108M	+$10M	6	0.37%	Increased
129	Altshuler Shaham Tel Aviv, Israel	$107M	+$107M	3	2.35%	Increased
130	SM Senvest Management New York	$107M	-$124M	1	3.89%	Reduced
131	ExodusPoint Capital Management New York	$106M	+$11.6M	11	0.88%	Increased
132	GW&K Investment Management Boston, Massachusetts	$106M	+$10.8M	6	1.03%	Increased
133	BNP Paribas Financial Markets Paris, France	$106M	-$18.9M	13	0.15%	Reduced
134	Stifel Financial St. Louis, Missouri	$105M	-$14.9M	9	0.15%	Reduced
135	Eagle Asset Management St Petersburg, Florida	$104M	-$1.57M	3	0.61%	Reduced
136	M Mirova Paris, France	$103M	+$45M	7	14.81%	Increased
137	NP Newlight Partners New York	$102M	$0	1	6.86%	Maintained
138	HA HHLR Advisors Grand Cayman, Cayman Islands	$99.8M	-$43.2M	2	1.77%	Reduced
139	KBC Group Brussels, Belgium	$96.3M	+$19.3M	12	0.41%	Increased
140	American Century Companies Kansas City, Missouri	$95.3M	+$7.79M	11	0.08%	Increased
141	Bank of Montreal Toronto, Ontario, Canada	$92.7M	-$17.1M	14	0.04%	Reduced
142	Adage Capital Partners Boston, Massachusetts	$91.5M	-$7.34M	5	0.21%	Reduced
143	CCM Cinctive Capital Management New York	$91.2M	+$22.4M	7	3.03%	Increased
144	Quadrature Capital London, United Kingdom	$87.8M	+$30.1M	11	2.41%	Increased
145	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$86.5M	-$554K	13	0.05%	Reduced
146	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$85.6M	-$27.9M	8	1.89%	Reduced
147	Eventide Asset Management Boston, Massachusetts	$85.5M	+$16.4M	2	1.57%	Increased
148	HCC Hill City Capital Boston, Massachusetts	$85.5M	+$399K	2	16.79%	Increased
149	SLM Snow Lake Management Menlo Park, California	$83M	+$83.2M	2	49.28%	New
150	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$82.6M	-$16.2M	1	1.57%	Reduced