← 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
276
Kentucky Retirement Systems
Kentucky Retirement Systems
Kentucky
$55.3M +$6.04M 1 2.35% Increased
277
Erste Asset Management
Erste Asset Management
Austria
$54.9M +$17M 5 1.23% Increased
278
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$54.9M +$1.85M 2 0.78% Increased
279
Mercer Global Advisors
Mercer Global Advisors
Colorado
$54.8M +$5.36M 2 0.33% Increased
280
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$54.3M +$4.15M 2 1.24% Increased
281
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$54.2M -$2.38M 1 2.18% Reduced
282
Investment Management Corp of Ontario (IMCO)
Investment Management Corp of Ontario (IMCO)
Canada
$54.1M $0 1 8.71% Maintained
283
CMG
Cavalry Management Group
California
$53.9M -$12.7M 1 6.77% Reduced
284
Elo Mutual Pension Insurance
Elo Mutual Pension Insurance
Finland
$52.6M -$2.6M 1 1.99% Reduced
285
TA
Trivest Advisors
Hong Kong
$52.5M -$51.7M 1 18.09% Reduced
286
Tidal Investments
Tidal Investments
Wisconsin
$52.5M +$4.3M 6 2.18% Increased
287
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$52.4M -$212K 1 0.99% Reduced
288
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$51.7M -$5.4M 1 0.02% Reduced
289
Exencial Wealth Advisors
Exencial Wealth Advisors
Oklahoma
$51.4M +$1.95M 1 3.11% Increased
290
OCM
Ogborne Capital Management
California
$51.1M +$349K 1 59.4% Increased
291
AAM
Ardevora Asset Management
United Kingdom
$50.6M -$11.6M 1 0.91% Reduced
292
NSCM
New South Capital Management
Tennessee
$49.2M +$587K 1 2.38% Increased
293
IEQ Capital
IEQ Capital
California
$49.1M +$16.4M 1 1.35% Increased
294
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$48.1M +$3.81M 4 0.08% Increased
295
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$48M +$7.48M 1 1.23% Increased
296
TC
Titleist Capital
Texas
$47.9M +$4.11M 1 10.96% Increased
297
CA
Capitolis Advisors
New York
$47.7M +$50.3M 1 3.4% New
298
Atreides Management
Atreides Management
Massachusetts
$47.7M -$41M 1 1.25% Reduced
299
SM
SG3 Management
Puerto Rico
$47M +$49.5M 1 6.3% New
300
LGT Group Foundation
LGT Group Foundation
Liechtenstein
$46.9M -$32.8M 1 1.83% Reduced