← 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
251
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$188M -$24.9M 2 0.87% Reduced
252
Utah Retirement Systems
Utah Retirement Systems
Utah
$187M -$6.05M 1 1.77% Reduced
253
Guggenheim Capital
Guggenheim Capital
Illinois
$183M +$16M 3 1.15% Increased
254
IEQ Capital
IEQ Capital
California
$182M -$8.94M 5 0.84% Reduced
255
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$181M -$503K 2 1.79% Reduced
256
NewEdge Advisors
NewEdge Advisors
Louisiana
$178M +$4.29M 9 0.53% Increased
257
New York Life Investment Management
New York Life Investment Management
New York
$178M +$1.7M 1 1.25% Increased
258
MML Investors Services
MML Investors Services
Massachusetts
$178M +$25.5M 3 0.36% Increased
259
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$177M -$473K 1 1.11% Reduced
260
Natixis
Natixis
France
$177M -$229M 2 0.71% Reduced
261
Wealthfront Advisers
Wealthfront Advisers
California
$177M -$903K 3 0.34% Reduced
262
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management
California
$176M +$8.27M 5 1.45% Increased
263
Caption Management
Caption Management
Oklahoma
$176M +$45.8M 4 0.82% Increased
264
US Bancorp
US Bancorp
Minnesota
$175M +$14.2M 10 0.19% Increased
265
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$174M -$119K 1 0.92% Reduced
266
NSCM
New South Capital Management
Tennessee
$172M -$11.2M 1 7.52% Reduced
267
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$171M +$93.9M 2 1.03% Increased
268
LBP AM
LBP AM
France
$171M +$56.9M 1 1.71% Increased
269
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$170M +$2.42M 1 1.17% Increased
270
D1 Capital Partners
D1 Capital Partners
New York
$169M +$160M 1 0.49% New
271
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$167M +$19.6M 3 1% Increased
272
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings
Israel
$164M +$39M 1 1.05% Increased
273
Vinva Investment Management
Vinva Investment Management
Australia
$160M +$38M 1 1.06% Increased
274
Walleye Capital
Walleye Capital
New York
$159M +$91.4M 5 0.57% Increased
275
AssetMark Inc
AssetMark Inc
California
$159M +$2.8M 4 0.27% Increased