← 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
301
UFM
Ursa Fund Management
California
$134M +$128M 3 10.44% New
302
RB
Robert Bosch
Germany
$133M $0 1 80.6% Maintained
303
Candriam SCA
Candriam SCA
Luxembourg
$132M +$8.18M 1 0.59% Increased
304
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$132M +$28.3M 12 0.4% Increased
305
SCGE Management
SCGE Management
California
$130M -$25M 1 2.2% Reduced
306
AE Wealth Management
AE Wealth Management
Kansas
$127M +$7.37M 1 0.59% Increased
307
MTIM
Marathon Trading Investment Management
Pennsylvania
$127M +$94.8M 1 3.92% Increased
308
Mutual of America Capital Management
Mutual of America Capital Management
New York
$126M -$2.95M 2 1.23% Reduced
309
KI
Kapitalo Investimentos
Brazil
$126M +$119M 1 8.01% New
310
Alyeska Investment Group
Alyeska Investment Group
Illinois
$126M +$112M 6 0.32% Increased
311
LMR Partners
LMR Partners
United Kingdom
$126M +$33.5M 4 0.47% Increased
312
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$123M -$2.39M 3 0.84% Reduced
313
Aware Super
Aware Super
Australia
$122M -$3.05M 1 1.73% Reduced
314
Zacks Investment Management
Zacks Investment Management
Illinois
$121M +$804K 2 0.86% Increased
315
Capital International Inc
Capital International Inc
California
$120M +$9.72M 1 0.84% Increased
316
Clear Street
Clear Street
New York
$120M +$3.29M 2 0.3% Increased
317
Yousif Capital Management
Yousif Capital Management
Michigan
$120M -$8.2M 2 1.34% Reduced
318
Elo Mutual Pension Insurance
Elo Mutual Pension Insurance
Finland
$119M -$16.6M 1 1.53% Reduced
319
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$119M +$3.86M 5 0.18% Increased
320
William Blair & Company
William Blair & Company
Illinois
$119M -$7.49M 3 0.31% Reduced
321
Prudential plc
Prudential plc
United Kingdom
$118M +$6.37M 1 0.64% Increased
322
Mediolanum International Funds
Mediolanum International Funds
Ireland
$118M -$4.36M 1 1.01% Reduced
323
ASR Vermogensbeheer
ASR Vermogensbeheer
Netherlands
$118M -$1.9M 1 1.22% Reduced
324
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management
California
$118M -$1.19M 1 3.14% Reduced
325
Jain Global
Jain Global
New York
$114M -$19.1M 2 0.45% Reduced