← 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
Swiss Life Asset Management
Swiss Life Asset Management
$72.1M +$2.8M 1 1.17% Increased
227
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$70M +$71.9M 1 2.11% Increased
228
Personal Capital Advisors
Personal Capital Advisors
California
$69.2M -$5.45M 1 0.36% Reduced
229
Truist Financial
Truist Financial
North Carolina
$69.2M +$6.45M 3 0.13% Increased
230
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$68.7M -$24.5M 1 0.65% Reduced
231
KBC Group
KBC Group
Belgium
$68.3M +$1.56M 4 0.34% Increased
232
MUMSS
Mitsubishi UFJ Morgan Stanley Securities
Japan
$67.4M $0 1 90.37% Maintained
233
Ilmarinen Mutual Pension Insurance
Ilmarinen Mutual Pension Insurance
Finland
$67.3M $0 1 1.04% Maintained
234
Merit Financial Group
Merit Financial Group
Georgia
$67.3M +$75.9M 1 2.08% Increased
235
PML
Prime Movers Lab
Wyoming
$67.3M +$16.2M 1 35.84% Increased
236
CIBC World Market
CIBC World Market
Ontario, Canada
$67M +$14.7M 4 0.24% Increased
237
Aspex Management (HK)
Aspex Management (HK)
Hong Kong
$66.8M +$81.3M 1 1.67% New
238
LGT Group Foundation
LGT Group Foundation
Liechtenstein
$66M +$7.26M 1 2.01% Increased
239
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$64.4M +$409K 2 1.72% Increased
240
VVP
Vulcan Value Partners
Alabama
$63.5M +$529K 1 0.62% Increased
241
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria
Spain
$62.8M +$34.5M 1 0.95% Increased
242
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$62.6M +$38.6M 11 0.4% Increased
243
ECP
Electron Capital Partners
New York
$62.2M +$23.1M 2 2.92% Increased
244
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$61.8M +$58.6M 4 0.56% Increased
245
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
$61.2M -$120M 13 1.37% Reduced
246
WBC
Westpac Banking Corp
Australia
$60.1M +$3.73M 1 0.78% Increased
247
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$59.8M -$66.3M 2 0.36% Reduced
248
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$57.1M +$389K 1 2.05% Increased
249
William Blair & Company
William Blair & Company
Illinois
$56.4M -$3.49M 5 0.25% Reduced
250
CMG
Cavalry Management Group
California
$55.8M +$25.2M 1 5.21% Increased