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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
Wellington Management Group
Wellington Management Group
Massachusetts
$632M +$41M 4 0.16% Increased
2
Fidelity Investments
Fidelity Investments
Massachusetts
$591M -$1.72M 6 0.08% Reduced
3
Vanguard Group
Vanguard Group
Pennsylvania
$531M +$34.3M 5 0.04% Increased
4
Goldman Sachs
Goldman Sachs
New York
$224M +$14.2M 12 0.07% Increased
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$205M -$11.1M 5 0.13% Reduced
6
State Street
State Street
Massachusetts
$202M -$9.47M 8 0.02% Reduced
7
BlackRock Institutional Trust
BlackRock Institutional Trust
California
$196M +$5.95M 5 0.03% Increased
8
Norges Bank
Norges Bank
Norway
$171M +$27.2M 7 0.08% Increased
9
Guggenheim Capital
Guggenheim Capital
Illinois
$150M -$10.7M 8 0.36% Reduced
10
BlackRock Fund Advisors
BlackRock Fund Advisors
California
$147M +$12.4M 6 0.04% Increased
11
Millennium Management
Millennium Management
New York
$122M +$59M 7 0.23% Increased
12
CCI
Columbus Circle Investors
$94.2M +$78.6M 3 0.64% Increased
13
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$93.6M +$38.5M 3 0.24% Increased
14
Franklin Resources
Franklin Resources
California
$93.5M +$8.39M 3 0.04% Increased
15
DnB Asset Management
DnB Asset Management
Norway
$93.3M -$10.8M 4 2.08% Reduced
16
BlackRock Group
BlackRock Group
United Kingdom
$90M +$44.5M 6 0.05% Increased
17
Northern Trust
Northern Trust
Illinois
$87.7M +$3.96M 7 0.03% Increased
18
Third Point
Third Point
New York
$82.4M $0 1 0.76% Maintained
19
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$75.6M -$47.3M 10 0.03% Reduced
20
Invesco
Invesco
Georgia
$73.4M -$546K 9 0.03% Reduced
21
NVPX
Norwest Venture Partners XI
California
$72M +$70.4M 1 45.57% New
22
Bank of New York Mellon
Bank of New York Mellon
New York
$68M -$6.74M 6 0.02% Reduced
23
QAM
Quentec Asset Management
New York
$67.6M -$19.1M 5 14.06% Reduced
24
JP Morgan Chase
JP Morgan Chase
New York
$67M -$8.66M 4 0.02% Reduced
25
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$63.2M +$23.8M 3 0.26% Increased