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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	NP Newlight Partners New York	$68.1M	$0	1	38.25%	Maintained
127	Capital Fund Management (CFM) Paris, France	$67.5M	-$10.6M	6	0.23%	Reduced
128	Balyasny Asset Management Chicago, Illinois	$66.2M	+$10.4M	7	0.14%	Increased
129	Neuberger Berman Group New York	$66M	-$24.6M	8	0.06%	Reduced
130	TC Tairen Capital Hong Kong	$65.5M	+$10.9M	1	9.21%	Increased
131	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$65.3M	+$3.51M	15	0.04%	Increased
132	New York State Common Retirement Fund Albany, New York	$65.3M	-$6.23M	17	0.09%	Reduced
133	HA HHLR Advisors Grand Cayman, Cayman Islands	$64.6M	$0	2	1.44%	Maintained
134	Candriam SCA Strassen, Luxembourg, Luxembourg	$64.4M	-$7.5M	3	0.46%	Reduced
135	KBC Group Brussels, Belgium	$63.7M	+$8.36M	13	0.26%	Increased
136	Menora Mivtachim Holdings Ramat Gan, Israel	$63.1M	+$5.83M	2	0.57%	Increased
137	KL KIM LLC Wichita, Kansas	$61.1M	$0	3	6.17%	Maintained
138	JC Joho Capital New York	$60.8M	-$8.2M	3	13.68%	Reduced
139	Summit Partners Public Asset Management Boston, Massachusetts	$60.3M	-$31.7M	3	2.63%	Reduced
140	Jacobs Levy Equity Management Florham Park, New Jersey	$58.9M	+$35.2M	3	0.35%	Increased
141	Nordea Investment Management Stockholm, Sweden	$58.5M	+$8.04M	6	0.08%	Increased
142	ACM Arosa Capital Management Miami Beach, Florida	$58.1M	-$36.6M	10	18.04%	Reduced
143	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$58M	-$13.3M	3	0.09%	Reduced
144	AIM Alpine Investment Management Hong Kong	$57.5M	$0	1	11.5%	Maintained
145	Marshall Wace London, United Kingdom	$57M	-$63.6M	13	0.12%	Reduced
146	Axa Paris, France	$57M	-$6.91M	5	0.2%	Reduced
147	Assenagon Asset Management Senningerberg, Luxembourg	$56.6M	+$35.9M	9	0.18%	Increased
148	Driehaus Capital Management Chicago, Illinois	$56.1M	-$32.9M	4	0.73%	Reduced
149	Lord, Abbett & Co Jersey City, New Jersey	$56.1M	-$12.7M	3	0.21%	Reduced
150	Korea Investment Corp Seoul, South Korea	$56M	+$42.6M	4	0.17%	Increased