Industry deep-dive

Solar

Every super-investor and insider move tracked across 9 tickers in this industry.

Tickers
9
Combined value
$4.10B
Insider net (30d)
−$230K
Congress trades (30d)
0

Sector consensus moves

Latest portfolios · 2025Q4

Biggest solar books

Top 12 super-investors · 2025Q4
#ManagerSector value
1Norges Bank
Norway SWF
$762M
2Wellington Management
$657M
3T. Rowe Price
$583M
4D.E. Shaw & Co.
$413M
5Jeremy Grantham
GMO
$306M
6Two Sigma Investments
$283M
7Ken Griffin
Citadel Advisors
$195M
8Steve Cohen
Point72
$168M
9AQR Capital Management
$143M
10Izzy Englander
Millennium Mgmt
$140M
11Renaissance Technologies
$108M
12Baillie Gifford & Co
$83M

Constituent tickers

#TickerCompanyValue
1FSLRFIRST SOLAR INC$1.27B
2NXTNEXTRACKER INC$860.7M
3RUNSUNRUN INC$612.0M
4ENPHENPHASE ENERGY INC$590.2M
5ARRYARRAY TECHNOLOGIES INC$272.1M
6SEDGSOLAREDGE TECHNOLOGIES INC$196.7M
7SHLSSHOALS TECHNOLOGIES GROUP IN$160.4M
8CSIQCANADIAN SOLAR INC$118.7M
9JKSJINKOSOLAR HLDG CO LTD$10.7M