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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
1
Fidelity Investments
Fidelity Investments
Massachusetts
$770M +$69.1M 7 0.1% Increased
2
Wellington Management Group
Wellington Management Group
Massachusetts
$667M +$320M 5 0.18% Increased
3
Vanguard Group
Vanguard Group
Pennsylvania
$545M -$28.1M 6 0.04% Reduced
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$249M -$14.8M 5 0.18% Reduced
5
State Street
State Street
Massachusetts
$222M +$9.3M 8 0.02% Increased
6
BlackRock Institutional Trust
BlackRock Institutional Trust
California
$213M +$254K 6 0.04% Increased
7
MAM
Marketfield Asset Management
New York
$184M +$189M 1 1.73% New
8
Guggenheim Capital
Guggenheim Capital
Illinois
$167M -$15.6M 8 0.4% Reduced
9
Norges Bank
Norges Bank
Norway
$152M -$167M 6 0.08% Reduced
10
BlackRock Fund Advisors
BlackRock Fund Advisors
California
$135M +$1.28M 7 0.04% Increased
11
MAM
Majedie Asset Management
United Kingdom
$122M +$45.4M 1 20.66% Increased
12
Goldman Sachs
Goldman Sachs
New York
$94.5M -$2.85M 8 0.03% Reduced
13
CRAM
Claren Road Asset Management
New York
$93.9M +$85.1M 1 7.8% New
14
Deutsche Bank
Deutsche Bank
Germany
$93.8M +$3.17M 10 0.06% Increased
15
Third Point
Third Point
New York
$93.7M -$15.2M 1 1.08% Reduced
16
Northern Trust
Northern Trust
Illinois
$93.3M -$7.35M 5 0.03% Reduced
17
Bank of New York Mellon
Bank of New York Mellon
New York
$88.7M +$9.86M 7 0.02% Increased
18
Allianz Asset Management
Allianz Asset Management
Germany
$88.2M +$21.3M 5 0.11% Increased
19
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$87.3M -$12M 4 0.22% Reduced
20
Franklin Resources
Franklin Resources
California
$86.1M +$7.31M 3 0.04% Increased
21
Invesco
Invesco
Georgia
$84.6M -$9.58M 9 0.03% Reduced
22
DL
Delta Lloyd
Netherlands
$79.8M +$1.87M 4 0.72% Increased
23
GGHC
Gilder Gagnon Howe & Co
New York
$78.1M +$21.4M 3 1.14% Increased
24
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$77.9M +$1.16M 5 0.06% Increased
25
JP Morgan Chase
JP Morgan Chase
New York
$76.8M -$25.2M 5 0.02% Reduced