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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	BlackRock New York	$510M	+$555M	11	0.03%	Increased
2	Vanguard Group Malvern, Pennsylvania	$403M	-$10.7M	8	0.02%	Reduced
3	Dimensional Fund Advisors Austin, Texas	$247M	+$11.1M	7	0.12%	Increased
4	Franklin Resources San Mateo, California	$233M	+$3.69M	2	0.12%	Increased
5	Fidelity Investments Boston, Massachusetts	$168M	+$3.58M	4	0.02%	Increased
6	Wellington Management Group Boston, Massachusetts	$166M	-$16.5M	5	0.04%	Reduced
7	Capital World Investors Los Angeles, California	$163M	-$36.1M	1	0.04%	Reduced
8	State Street Boston, Massachusetts	$135M	-$14.3M	8	0.01%	Reduced
9	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$130M	-$6.9M	2	0.2%	Reduced
10	FC Foundation Capital Palo Alto, California	$129M	$0	2	34.78%	Maintained
11	DnB Asset Management Oslo, Norway	$110M	-$389K	5	1.72%	Reduced
12	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$100M	$0	1	0.25%	Maintained
13	Goldman Sachs New York	$93.7M	+$13.1M	11	0.03%	Increased
14	Northern Trust Chicago, Illinois	$89.2M	-$1.31M	10	0.03%	Reduced
15	Norges Bank Oslo, Norway	$73.2M	+$54.2M	6	0.03%	Increased
16	QAM Quentec Asset Management New York	$73.1M	-$704K	3	8.13%	Reduced
17	Guggenheim Capital Chicago, Illinois	$70.6M	-$37M	8	0.19%	Reduced
18	Thompson Siegel & Walmsley Richmond, Virginia	$67.8M	+$18.9M	1	0.8%	Increased
19	T. Rowe Price Associates Baltimore, Maryland	$65.8M	+$39.1M	4	0.01%	Increased
20	Bank of New York Mellon New York	$64.5M	+$3.88M	8	0.02%	Increased
21	Invesco Atlanta, Georgia	$64M	-$18.3M	10	0.02%	Reduced
22	Lord, Abbett & Co Jersey City, New Jersey	$57.2M	-$12.6M	2	0.17%	Reduced
23	SM Senvest Management New York	$56.9M	+$14M	1	4.08%	Increased
24	Renaissance Technologies New York	$56.3M	-$2.49M	5	0.08%	Reduced
25	Two Sigma Advisers New York	$54.5M	+$228K	5	0.18%	Increased