← 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
MAM
Mark Asset Management
New York
$40.2M -$54M 1 6.02% Reduced
252
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$39.9M +$12.1M 5 0.05% Increased
253
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$39.4M +$5.51M 2 1.8% Increased
254
Maryland State Retirement & Pension System
Maryland State Retirement & Pension System
Maryland
$39.3M +$35.1M 1 1.36% Increased
255
BC
Burleson & Co
California
$38.8M +$7.24M 2 6.31% Increased
256
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$38.8M $0 1 0.82% Maintained
257
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$38.5M -$348K 1 0.45% Reduced
258
TCM
Tao Capital Management
California
$38.4M -$54.6M 1 11.09% Reduced
259
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria
Spain
$38.2M -$13.6M 1 0.76% Reduced
260
Neuberger Berman Group
Neuberger Berman Group
New York
$38.1M +$23M 1 0.04% Increased
261
Guinness Asset Management
Guinness Asset Management
United Kingdom
$37.7M +$13.4M 2 2.37% Increased
262
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$36.9M +$932K 1 0.2% Increased
263
Elo Mutual Pension Insurance
Elo Mutual Pension Insurance
Finland
$36.5M +$1.27M 1 1.22% Increased
264
CAM
ClariVest Asset Management
California
$36.4M -$4.29M 3 1.29% Reduced
265
Oppenheimer & Co
Oppenheimer & Co
New York
$36.2M +$8.53M 3 0.72% Increased
266
Castleark Management
Castleark Management
Illinois
$36.1M -$2.42M 1 1.3% Reduced
267
FC
Franchise Capital
Cayman Islands
$35.7M +$40.2M 1 3.52% New
268
SAM
Shell Asset Management
Netherlands
$35.6M -$13.1M 3 0.71% Reduced
269
Achmea Investment Management
Achmea Investment Management
Netherlands
$35.4M -$78.3K 1 1.24% Reduced
270
Squarepoint
Squarepoint
New York
$35M -$22.1M 4 0.21% Reduced
271
Royce & Associates
Royce & Associates
New York
$34.4M +$2.55M 4 0.23% Increased
272
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$34.2M +$13.7M 1 0.01% Increased
273
Dai-ichi Life Insurance Company
Dai-ichi Life Insurance Company
Japan
$33.7M +$432K 1 0.46% Increased
274
OCM
Ogborne Capital Management
California
$33.4M -$37.7M 1 10.99% Reduced
275
Kentucky Retirement Systems
Kentucky Retirement Systems
Kentucky
$33M +$4.12M 1 1.61% Increased