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Solar energy stocks have faced relentless pressure in recent months as U.S. tariffs have driven up import costs and squeezed margins. Non-American producers, in particular, have seen demand wane under the threat of steeper supply-chain expenses.
Despite the industry’s current challenges, renowned investor Jeremy Grantham has taken a substantial position in SolarEdge Technologies (SEDG), holding a 10% stake, approximately 4.95 million shares in the company. Grantham’s investment comes at a time when SolarEdge, an Israeli-based solar inverter manufacturer, is grappling with the effects of U.S. tariffs and a general slowdown in solar demand.