Industry deep-dive
Solar
Every super-investor and insider move tracked across 9 tickers in this industry.
Tickers
9
Combined value
$1.79T
Insider net (30d)
−$230K
Congress trades (30d)
0
Sector consensus moves
Latest portfolios · 2025Q4
Most bought
Tracked managers added or opened
Most sold
Tracked managers trimmed or exited
Biggest solar books
Top 12 super-investors · 2025Q4
| # | Manager | Sector value |
|---|---|---|
| 1 | Ken Griffin Citadel Advisors | $2.60B |
| 2 | D.E. Shaw & Co. | $1.02B |
| 3 | Norges Bank Norway SWF | $762M |
| 4 | Wellington Management | $657M |
| 5 | T. Rowe Price | $583M |
| 6 | Steve Cohen Point72 | $332M |
| 7 | Two Sigma Investments | $308M |
| 8 | Jeremy Grantham GMO | $306M |
| 9 | Izzy Englander Millennium Mgmt | $263M |
| 10 | Paul Tudor Jones Tudor Investment | $184M |
| 11 | AQR Capital Management | $143M |
| 12 | Renaissance Technologies | $108M |
Constituent tickers
| # | Ticker | Company | Value |
|---|---|---|---|
| 1 | ENPH | ENPHASE ENERGY INC | $479.30B |
| 2 | FSLR | FIRST SOLAR INC | $464.96B |
| 3 | SEDG | SOLAREDGE TECHNOLOGIES INC | $292.76B |
| 4 | SHLS | SHOALS TECHNOLOGIES GROUP IN | $214.00B |
| 5 | ARRY | ARRAY TECHNOLOGIES INC | $192.62B |
| 6 | RUN | SUNRUN INC | $129.48B |
| 7 | NXT | NEXTRACKER INC | $8.91B |
| 8 | CSIQ | CANADIAN SOLAR INC | $7.09B |
| 9 | JKS | JINKOSOLAR HLDG CO LTD | $2.77B |