← 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
26
GGHC
Gilder Gagnon Howe & Co
New York
$121M -$822K 1 1.72% Reduced
27
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$119M -$32.9M 5 0.05% Reduced
28
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$114M +$33.6M 4 0.08% Increased
29
Bank of New York Mellon
Bank of New York Mellon
New York
$109M -$7.33M 3 0.03% Reduced
30
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$109M +$424K 3 0.08% Increased
31
HAM
HHR Asset Management
New Jersey
$105M +$25.6M 1 4.24% Increased
32
Coatue Management
Coatue Management
New York
$103M -$4.86M 1 1% Reduced
33
Capital World Investors
Capital World Investors
California
$96.1M -$6.59M 1 0.03% Reduced
34
Deutsche Bank
Deutsche Bank
Germany
$95.1M +$38.4M 5 0.07% Increased
35
KI
Kalmar Investments
Delaware
$84.4M +$118K 1 1.41% Increased
36
Geode Capital Management
Geode Capital Management
Massachusetts
$80.7M +$10.2M 4 0.06% Increased
37
Managed Account Advisors
Managed Account Advisors
New Jersey
$78.9M +$26.9M 2 0.11% Increased
38
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$75.7M +$49M 1 0.07% Increased
39
BRC
Blue Ridge Capital
New York
$75.2M $0 1 0.77% Maintained
40
JC
Jetstream Capital
Tennessee
$73.1M +$65.5M 2 2.02% New
41
Putnam Investments
Putnam Investments
Massachusetts
$71M +$35.8M 2 0.17% Increased
42
CAIMH
Central Asset Investments & Management Holdings
Hong Kong
$68.1M -$18.9M 2 43.25% Reduced
43
RIM
Ranger Investment Management
Texas
$65M -$3.62M 1 3.07% Reduced
44
HCM
Highfields Capital Management
Massachusetts
$60.2M +$61.3M 1 0.49% New
45
OppenheimerFunds
OppenheimerFunds
New York
$60.2M $0 1 0.07% Maintained
46
Credit Suisse
Credit Suisse
Switzerland
$60.1M +$4.18M 5 0.05% Increased
47
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$59.2M +$50.1M 1 0.45% Increased
48
Teachers Advisors
Teachers Advisors
New York
$58.4M +$17.7M 4 0.13% Increased
49
California Public Employees Retirement System
California Public Employees Retirement System
California
$58M +$11.7M 5 0.08% Increased
50
Panagora Asset Management
Panagora Asset Management
Massachusetts
$54.2M +$5.97M 2 0.25% Increased
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