← 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
Nissay Asset Management
Nissay Asset Management
Japan
$42.3M -$956K 1 0.4% Reduced
252
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$42M +$3.88M 1 0.64% Increased
253
Stifel Financial
Stifel Financial
Missouri
$41.8M -$36.4M 5 0.06% Reduced
254
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$41.8M -$2.41M 8 0.2% Reduced
255
Swiss Life Asset Management
Swiss Life Asset Management
$41.3M -$1.17M 2 0.69% Reduced
256
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$40.7M -$9.59M 8 0.04% Reduced
257
AAM
ACK Asset Management
Connecticut
$40.7M +$6.39M 1 7.48% Increased
258
HCM
Hitchwood Capital Management
New York
$40.6M $0 1 5.54% Maintained
259
Capital International
Capital International
California
$39.7M -$37.8M 1 2.74% Reduced
260
Czech National Bank
Czech National Bank
Czech Republic
$38.7M +$956K 1 1.03% Increased
261
HCS
Himension Capital (Singapore)
Singapore
$38.2M +$53.8M 1 5.11% Increased
262
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings
Israel
$38.1M +$58.4M 4 0.85% Increased
263
Paradigm Capital Management Inc
Paradigm Capital Management Inc
New York
$38.1M -$41.9K 1 2.52% Reduced
264
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$37.4M -$8.52M 1 0.08% Reduced
265
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$37.1M +$4.4M 2 1.02% Increased
266
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$36.9M -$307M 1 0.38% Reduced
267
CA
Cornerstone Advisors
North Carolina
$36.6M $0 1 1.81% Maintained
268
SLC
Snow Lake Capital
Hong Kong
$36.4M +$12.9M 2 17.82% Increased
269
Axiom Investors
Axiom Investors
Connecticut
$36.2M -$54.6M 1 0.71% Reduced
270
VVP
Vulcan Value Partners
Alabama
$35.9M -$36.4M 1 0.48% Reduced
271
Personal Capital Advisors
Personal Capital Advisors
California
$35.6M -$9.78M 1 0.17% Reduced
272
DZ Bank
DZ Bank
Germany
$35.5M -$418M 5 0.06% Reduced
273
William Blair & Company
William Blair & Company
Illinois
$35.4M -$2.22M 4 0.15% Reduced
274
LGT Group Foundation
LGT Group Foundation
Liechtenstein
$35.2M +$20.5M 1 1.1% Increased
275
Investment Management Corp of Ontario (IMCO)
Investment Management Corp of Ontario (IMCO)
Canada
$34.9M +$15.1M 1 1.7% Increased