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
| $5.36B | +$458M | 14 | 0.2% | Increased |
|
| 2 |
Vanguard Group
Malvern,
Pennsylvania
| $2.93B | +$48.2M | 16 | 0.1% | Increased |
|
| 3 |
Tiger Global Management
New York
| $2.29B | $0 | 1 | 6.46% | Maintained |
|
| 4 |
Fidelity Investments
Boston,
Massachusetts
| $2.05B | -$304M | 10 | 0.21% | Reduced |
|
| 5 |
Invesco
Atlanta,
Georgia
| $1.5B | +$308M | 13 | 0.51% | Increased |
|
| 6 |
State Street
Boston,
Massachusetts
| $1.16B | +$28.2M | 14 | 0.08% | Increased |
|
| 7 |
JP Morgan Chase
New York
| $1.11B | +$219M | 14 | 0.19% | Increased |
|
| 8 |
Wellington Management Group
Boston,
Massachusetts
| $971M | -$125M | 9 | 0.2% | Reduced |
|
| 9 |
Swedbank
Stockholm,
Sweden
| $883M | +$101M | 2 | 3.03% | Increased |
|
| 10 |
Fidelity International
Hamilton,
Bermuda
| $860M | +$621M | 7 | 1.07% | Increased |
|
| 11 |
ECP ControlCo
Summit,
New Jersey
| $758M | -$319M | 1 | 57.8% | Reduced |
|
| 12 |
Dimensional Fund Advisors
Austin,
Texas
| $664M | -$32.9M | 10 | 0.28% | Reduced |
|
| 13 |
Coatue Management
New York
| $637M | +$389M | 1 | 3.34% | New |
|
| 14 |
Clal Insurance
Tel-Aviv,
Israel
| $579M | +$39.9M | 5 | 9.77% | Increased |
|
| 15 |
Geode Capital Management
Boston,
Massachusetts
| $556M | +$36M | 15 | 0.11% | Increased |
|
| 16 |
Nomura Holdings
Tokyo,
Japan
| $505M | +$116M | 3 | 1.11% | Increased |
|
| 17 |
Bank of New York Mellon
New York
| $491M | +$24.8M | 9 | 0.12% | Increased |
|
| 18 |
Norges Bank
Oslo,
Norway
| $473M | -$49.6M | 12 | 0.13% | Reduced |
|
| 19 |
Northern Trust
Chicago,
Illinois
| $458M | +$69M | 14 | 0.1% | Increased |
|
| 20 |
Morgan Stanley
New York
| $447M | -$2.33M | 19 | 0.09% | Reduced |
|
| 21 |
SCH
Sylebra Capital (HK)
Hong Kong
| $439M | +$17.1M | 2 | 13.49% | Increased |
|
| 22 |
Goldman Sachs
New York
| $373M | -$118M | 13 | 0.11% | Reduced |
|
| 23 |
Handelsbanken Fonder
Stockholm,
Sweden
| $372M | -$1.78M | 11 | 2.73% | Reduced |
|
| 24 |
Amundi Asset Management US
Boston,
Massachusetts
| $349M | -$21.5M | 7 | 0.37% | Reduced |
|
| 25 |
VanEck Associates
New York
| $347M | -$65.7M | 7 | 1.1% | Reduced |
|