← 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
Jain Global
Jain Global
New York
$219M -$155M 5 1.06% Reduced
227
Lazard Asset Management
Lazard Asset Management
New York
$216M +$11.9M 3 0.37% Increased
228
GF Fund Management
GF Fund Management
China
$213M +$37.9M 2 3.64% Increased
229
Woodline Partners
Woodline Partners
California
$213M +$46.1M 1 0.82% Increased
230
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
$210M +$183M 1 2.44% Increased
231
Rakuten Investment Management
Rakuten Investment Management
Japan
$210M +$197M 1 0.71% Increased
232
Utah Retirement Systems
Utah Retirement Systems
Utah
$209M +$209K 1 1.99% Increased
233
Westfield Capital Management
Westfield Capital Management
Massachusetts
$208M +$25.5M 1 0.86% Increased
234
USS Investment Management
USS Investment Management
United Kingdom
$207M +$6.29M 1 0.96% Increased
235
Ilmarinen Mutual Pension Insurance
Ilmarinen Mutual Pension Insurance
Finland
$207M -$2.44M 1 1.65% Reduced
236
RK Capital Management (Florida)
RK Capital Management (Florida)
Florida
$205M +$202M 1 5.37% New
237
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$202M +$48M 4 0.53% Increased
238
US
UNICOM Systems
Nevada
$202M $0 1 19.72% Maintained
239
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$200M +$21.7M 5 0.27% Increased
240
Police & Firemen's Retirement System of New Jersey
Police & Firemen's Retirement System of New Jersey
New Jersey
$198M -$9.46M 7 1.65% Reduced
241
Banco Santander
Banco Santander
Spain
$196M -$2.79M 1 1.47% Reduced
242
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$193M +$5.46M 2 0.61% Increased
243
NewEdge Advisors
NewEdge Advisors
Louisiana
$192M +$14.7M 7 0.7% Increased
244
Neuberger Berman Group
Neuberger Berman Group
New York
$192M +$5.13M 4 0.14% Increased
245
Rockefeller Capital Management
Rockefeller Capital Management
New York
$189M -$38.1M 6 0.34% Reduced
246
Guggenheim Capital
Guggenheim Capital
Illinois
$186M +$13.3M 3 1.33% Increased
247
Wealthfront Advisers
Wealthfront Advisers
California
$184M +$6.58M 2 0.41% Increased
248
New York Life Investment Management
New York Life Investment Management
New York
$184M -$504K 1 1.58% Reduced
249
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$183M +$134M 1 0.56% Increased
250
SCGE Management
SCGE Management
California
$183M +$180M 1 4.17% New