← 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
RB
Robert Bosch
Germany
$133M $0 1 73.12% Maintained
302
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$133M -$1.38M 3 0.99% Reduced
303
PC
Pureheart Capital
$130M +$128M 1 10.06% New
304
Elo Mutual Pension Insurance
Elo Mutual Pension Insurance
Finland
$129M -$24.7M 2 1.97% Reduced
305
Zacks Investment Management
Zacks Investment Management
Illinois
$129M -$725K 1 1.01% Reduced
306
Nearwater Capital Markets
Nearwater Capital Markets
Ireland
$128M -$24.2M 1 2.2% Reduced
307
ASR Vermogensbeheer
ASR Vermogensbeheer
Netherlands
$126M -$680K 1 1.47% Reduced
308
WIM
WIM Investment Management
Hong Kong
$125M $0 1 32.25% Maintained
309
Kestra Advisory Services
Kestra Advisory Services
Texas
$125M +$9.49M 5 0.51% Increased
310
NSCM
New South Capital Management
Tennessee
$124M -$1.27M 1 5.73% Reduced
311
Capitolis Liquid Global Markets
Capitolis Liquid Global Markets
New York
$124M +$429K 1 0.74% Increased
312
Allspring Global Investments
Allspring Global Investments
North Carolina
$124M +$6.89M 5 0.2% Increased
313
SBI Securities
SBI Securities
Japan
$121M -$25M 16 3.11% Reduced
314
EC
Elequin Capital
New York
$120M -$85.6M 3 8.9% Reduced
315
Candriam SCA
Candriam SCA
Luxembourg
$118M -$15.7M 1 0.59% Reduced
316
Capital International Inc
Capital International Inc
California
$118M -$18.6M 1 0.93% Reduced
317
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$118M -$3.04M 1 1.2% Reduced
318
iA Global Asset Management
iA Global Asset Management
Quebec, Canada
$117M +$25.2M 1 1.49% Increased
319
LBP AM
LBP AM
France
$115M +$16.2M 1 1.34% Increased
320
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab
Denmark
$115M +$1.78M 3 1.02% Increased
321
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$115M +$10.1M 3 0.44% Increased
322
Shelton Capital Management
Shelton Capital Management
Colorado
$115M +$9.58M 2 2.27% Increased
323
Prudential plc
Prudential plc
United Kingdom
$115M -$17.6M 1 0.91% Reduced
324
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$114M -$2.02M 2 1.96% Reduced
325
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria
Spain
$114M +$19M 1 0.79% Increased