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
| $1.48B | +$287M | 14 | 0.07% | Increased |
|
| 2 |
Vanguard Group
Malvern,
Pennsylvania
| $1.01B | +$39.8M | 14 | 0.04% | Increased |
|
| 3 |
Fidelity Investments
Boston,
Massachusetts
| $665M | +$273M | 8 | 0.09% | Increased |
|
| 4 |
Nomura Holdings
Tokyo,
Japan
| $600M | +$629M | 3 | 2.52% | Increased |
|
| 5 |
Invesco
Atlanta,
Georgia
| $399M | +$82.6M | 12 | 0.17% | Increased |
|
| 6 |
ECP ControlCo
Summit,
New Jersey
| $386M | $0 | 1 | 73.04% | Maintained |
|
| 7 |
State Street
Boston,
Massachusetts
| $330M | +$31.1M | 13 | 0.03% | Increased |
|
| 8 |
Wellington Management Group
Boston,
Massachusetts
| $327M | +$69.1M | 9 | 0.09% | Increased |
|
| 9 |
Dimensional Fund Advisors
Austin,
Texas
| $314M | -$24.3M | 8 | 0.16% | Reduced |
|
| 10 |
Tiger Global Management
New York
| $301M | $0 | 1 | 1.81% | Maintained |
|
| 11 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
| $280M | +$10M | 1 | 0.88% | Increased |
|
| 12 |
Swedbank
Stockholm,
Sweden
| $251M | +$62.3M | 1 | 1.24% | Increased |
|
| 13 |
JP Morgan Chase
New York
| $248M | +$246M | 13 | 0.06% | Increased |
|
| 14 |
Goldman Sachs
New York
| $221M | +$75.9M | 12 | 0.08% | Increased |
|
| 15 |
Norges Bank
Oslo,
Norway
| $215M | +$25.8M | 10 | 0.08% | Increased |
|
| 16 |
Morgan Stanley
New York
| $191M | -$37M | 16 | 0.05% | Reduced |
|
| 17 |
Clal Insurance
Tel-Aviv,
Israel
| $182M | +$221M | 3 | 4.54% | Increased |
|
| 18 |
Geode Capital Management
Boston,
Massachusetts
| $171M | +$13.6M | 9 | 0.04% | Increased |
|
| 19 |
D.E. Shaw & Co
New York
| $170M | +$132M | 10 | 0.27% | Increased |
|
| 20 |
Bank of New York Mellon
New York
| $163M | +$7.22M | 8 | 0.05% | Increased |
|
| 21 |
Schroder Investment Management Group
London,
United Kingdom
| $159M | -$39.8M | 6 | 0.34% | Reduced |
|
| 22 |
Northern Trust
Chicago,
Illinois
| $140M | +$7.75M | 11 | 0.04% | Increased |
|
| 23 |
Bank of America
Charlotte,
North Carolina
| $135M | -$43.8M | 15 | 0.02% | Reduced |
|
| 24 |
NN Investment Partners Holdings
The Hague,
Netherlands
| $131M | -$41.9M | 2 | 1.07% | Reduced |
|
| 25 |
Renaissance Technologies
New York
| $130M | -$22.5M | 10 | 0.13% | Reduced |
|