← All themes Electrification & Grid

Energy Storage

Energy storage smooths the mismatch between intermittent generation and demand, and increasingly earns money on grid services rather than on arbitrage alone. Falling cell costs keep widening the set of viable projects.

26 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
226
Nomura Holdings
Nomura Holdings
Japan
$111M +$35M 5 0.28% Increased
227
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$110M +$529K 3 1.15% Increased
228
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$108M -$8.16M 2 0.96% Reduced
229
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$108M -$1.93M 8 0.09% Reduced
230
ALPS Advisors
ALPS Advisors
Colorado
$107M -$8.83M 5 1.21% Reduced
231
William Blair Investment Management
William Blair Investment Management
Illinois
$106M +$13.1M 1 0.29% Increased
232
OCM
Ogborne Capital Management
California
$106M $0 1 24.99% Maintained
233
NSLI
Nan Shan Life Insurance
Taiwan
$105M -$29.3M 1 1.59% Reduced
234
Comerica Bank
Comerica Bank
Texas
$105M -$3.58M 2 0.77% Reduced
235
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
$104M +$33.6M 14 1.79% Increased
236
William Blair & Company
William Blair & Company
Illinois
$101M +$17.1M 5 0.32% Increased
237
HCS
Himension Capital (Singapore)
Singapore
$101M +$10.7M 1 7.73% Increased
238
Ilmarinen Mutual Pension Insurance
Ilmarinen Mutual Pension Insurance
Finland
$100M -$5.03M 1 1.18% Reduced
239
Shelton Capital Management
Shelton Capital Management
Colorado
$100M -$12M 3 3.54% Reduced
240
ECP
Electron Capital Partners
New York
$99M +$88.4M 3 5.07% Increased
241
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$97.3M -$48.6M 1 1.17% Reduced
242
Fidelity International
Fidelity International
Bermuda
$96.6M -$27.4M 2 0.1% Reduced
243
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$96.4M +$592K 2 0.37% Increased
244
CIBC World Markets
CIBC World Markets
New York
$96M -$40M 1 0.51% Reduced
245
Squarepoint
Squarepoint
New York
$95.3M +$24.1M 5 0.25% Increased
246
Westfield Capital Management
Westfield Capital Management
Massachusetts
$92.9M +$88.5M 2 0.55% New
247
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$92.9M +$52.8M 1 1.34% Increased
248
Optiver Holding
Optiver Holding
Netherlands
$91.6M $0 1 0.08% Maintained
249
Summit Partners Public Asset Management
Summit Partners Public Asset Management
Massachusetts
$90.3M +$12M 2 3.45% Increased
250
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$89.5M +$8.91M 1 2.06% Increased