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
| $1.6B | +$87.5M | 12 | 0.07% | Increased |
|
| 2 |
Vanguard Group
Malvern,
Pennsylvania
| $1.2B | +$107M | 12 | 0.04% | Increased |
|
| 3 |
Invesco
Atlanta,
Georgia
| $598M | +$19.4M | 11 | 0.16% | Increased |
|
| 4 |
Tiger Global Management
New York
| $480M | +$120M | 1 | 2.54% | Increased |
|
| 5 |
ECP ControlCo
Summit,
New Jersey
| $412M | +$414M | 1 | 70.2% | New |
|
| 6 |
Dimensional Fund Advisors
Austin,
Texas
| $380M | +$25.9M | 8 | 0.15% | Increased |
|
| 7 |
State Street
Boston,
Massachusetts
| $346M | +$9.15M | 12 | 0.03% | Increased |
|
| 8 |
Wellington Management Group
Boston,
Massachusetts
| $328M | -$113M | 6 | 0.07% | Reduced |
|
| 9 |
Fidelity Investments
Boston,
Massachusetts
| $276M | -$29.7M | 8 | 0.03% | Reduced |
|
| 10 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
| $244M | $0 | 1 | 0.59% | Maintained |
|
| 11 |
Norges Bank
Oslo,
Norway
| $236M | +$39.2M | 10 | 0.07% | Increased |
|
| 12 |
Artisan Partners
Milwaukee,
Wisconsin
| $217M | +$21.7M | 2 | 0.41% | Increased |
|
| 13 |
Morgan Stanley
New York
| $217M | +$1.52M | 15 | 0.06% | Increased |
|
| 14 |
Schroder Investment Management Group
London,
United Kingdom
| $215M | -$209M | 6 | 0.38% | Reduced |
|
| 15 |
Bank of New York Mellon
New York
| $212M | +$467K | 8 | 0.06% | Increased |
|
| 16 |
Nuveen
Charlotte,
North Carolina
| $211M | +$72M | 9 | 0.09% | Increased |
|
| 17 |
Clal Insurance
Tel-Aviv,
Israel
| $192M | +$49.4M | 2 | 4.68% | Increased |
|
| 18 |
Geode Capital Management
Boston,
Massachusetts
| $180M | +$7.73M | 10 | 0.04% | Increased |
|
| 19 |
Swedbank
Stockholm,
Sweden
| $174M | +$5.95M | 1 | 0.79% | Increased |
|
| 20 |
Goldman Sachs
New York
| $161M | +$5.31M | 11 | 0.05% | Increased |
|
| 21 |
Northern Trust
Chicago,
Illinois
| $148M | +$11.9M | 11 | 0.04% | Increased |
|
| 22 |
NN Investment Partners Holdings
The Hague,
Netherlands
| $139M | -$60.7M | 1 | 1.09% | Reduced |
|
| 23 |
Bank of America
Charlotte,
North Carolina
| $128M | +$15.1M | 13 | 0.02% | Increased |
|
| 24 |
T. Rowe Price Associates
Baltimore,
Maryland
| $122M | -$199K | 6 | 0.02% | Reduced |
|
| 25 |
Franklin Resources
San Mateo,
California
| $122M | -$26.8M | 2 | 0.07% | Reduced |
|