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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
201
FACM
Forest Avenue Capital Management
Florida
$31M +$29.9M 1 4.29% New
202
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$30.2M -$16.9M 2 0.12% Reduced
203
TC
TwinBeech Capital
New York
$30M +$17.4M 4 0.59% Increased
204
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$29.8M +$25M 2 0.07% Increased
205
Oberweis Asset Management
Oberweis Asset Management
Illinois
$29.6M +$4.72M 3 1.81% Increased
206
JVBC
J.V. Bruni & Co
Colorado
$29.1M -$60.5K 1 3.62% Reduced
207
VanEck Associates
VanEck Associates
New York
$28.7M -$24.3M 15 0.04% Reduced
208
PE
Point72 Europe
United Kingdom
$28.2M -$16.9M 5 2.32% Reduced
209
Tidal Investments
Tidal Investments
Wisconsin
$28M +$11.8M 14 0.38% Increased
210
SCM
Shah Capital Management
North Carolina
$27.9M -$12.8K 1 6.04% Reduced
211
Danske Bank
Danske Bank
Denmark
$27.4M -$9.91M 5 0.1% Reduced
212
ACM
Arosa Capital Management
Florida
$27.2M -$5.44M 6 15.33% Reduced
213
CHAM
Clear Harbor Asset Management
Connecticut
$27.1M +$257K 4 2.33% Increased
214
Boston Partners
Boston Partners
Massachusetts
$26.9M -$14.8M 2 0.03% Reduced
215
Raymond James & Associates
Raymond James & Associates
Florida
$26.8M -$5.68M 12 0.02% Reduced
216
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$26.4M +$1.51M 2 0.18% Increased
217
CF
Corebridge Financial
Texas
$26.4M +$28M 15 0.15% New
218
Royce & Associates
Royce & Associates
New York
$25.8M -$2.83M 2 0.24% Reduced
219
Candriam SCA
Candriam SCA
Luxembourg
$25.6M -$27.8M 5 0.16% Reduced
220
Granahan Investment Management
Granahan Investment Management
Massachusetts
$25.5M -$9.98M 3 1.02% Reduced
221
Caption Management
Caption Management
Oklahoma
$25.2M +$10.2M 4 0.39% Increased
222
IMC Chicago
IMC Chicago
Illinois
$25.2M +$20M 10 0.02% Increased
223
Nomura Holdings
Nomura Holdings
Japan
$25M -$5.19M 8 0.05% Reduced
224
Wolverine Trading
Wolverine Trading
Illinois
$24.8M -$2.31M 10 0.03% Reduced
225
PGGM Investments
PGGM Investments
Netherlands
$24.8M $0 2 0.35% Maintained