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
| $2.48B | +$257M | 14 | 0.1% | Increased |
|
| 2 |
Vanguard Group
Malvern,
Pennsylvania
| $1.54B | +$80.3M | 14 | 0.05% | Increased |
|
| 3 |
Fidelity Investments
Boston,
Massachusetts
| $1.21B | +$140M | 10 | 0.13% | Increased |
|
| 4 |
Wellington Management Group
Boston,
Massachusetts
| $756M | +$274M | 6 | 0.17% | Increased |
|
| 5 |
ECP ControlCo
Summit,
New Jersey
| $655M | $0 | 1 | 83.15% | Maintained |
|
| 6 |
Invesco
Atlanta,
Georgia
| $597M | +$17.1M | 12 | 0.21% | Increased |
|
| 7 |
State Street
Boston,
Massachusetts
| $592M | +$97.4M | 13 | 0.04% | Increased |
|
| 8 |
Tiger Global Management
New York
| $587M | $0 | 1 | 2.28% | Maintained |
|
| 9 |
JP Morgan Chase
New York
| $479M | +$108M | 14 | 0.09% | Increased |
|
| 10 |
Swedbank
Stockholm,
Sweden
| $442M | +$13.9M | 1 | 1.61% | Increased |
|
| 11 |
Dimensional Fund Advisors
Austin,
Texas
| $408M | -$18.9M | 8 | 0.18% | Reduced |
|
| 12 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
| $329M | $0 | 1 | 0.93% | Maintained |
|
| 13 |
Norges Bank
Oslo,
Norway
| $319M | +$13.7M | 10 | 0.09% | Increased |
|
| 14 |
Clal Insurance
Tel-Aviv,
Israel
| $306M | +$7.15M | 4 | 6.06% | Increased |
|
| 15 |
Goldman Sachs
New York
| $283M | -$22.9M | 12 | 0.09% | Reduced |
|
| 16 |
Geode Capital Management
Boston,
Massachusetts
| $274M | +$17.9M | 10 | 0.06% | Increased |
|
| 17 |
SCH
Sylebra Capital (HK)
Hong Kong
| $272M | +$207M | 2 | 8.48% | Increased |
|
| 18 |
Bank of New York Mellon
New York
| $271M | +$34.2M | 8 | 0.07% | Increased |
|
| 19 |
Morgan Stanley
New York
| $230M | -$6.58M | 16 | 0.05% | Reduced |
|
| 20 |
Amundi Asset Management US
Boston,
Massachusetts
| $229M | +$20.3M | 7 | 0.27% | Increased |
|
| 21 |
William Blair Investment Management
Chicago,
Illinois
| $205M | -$818K | 2 | 0.84% | Reduced |
|
| 22 |
Nomura Holdings
Tokyo,
Japan
| $201M | -$433M | 3 | 0.7% | Reduced |
|
| 23 |
Handelsbanken Fonder
Stockholm,
Sweden
| $193M | +$42.8M | 10 | 1.61% | Increased |
|
| 24 |
Schroder Investment Management Group
London,
United Kingdom
| $192M | -$2.68M | 6 | 0.35% | Reduced |
|
| 25 |
NN Investment Partners Holdings
The Hague,
Netherlands
| $191M | -$26.8M | 1 | 1.29% | Reduced |
|