← 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
Northern Trust
Northern Trust
Illinois
$192M -$3.2M 3 0.06% Reduced
27
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$180M +$49.9M 2 0.15% Increased
28
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$172M -$187M 5 0.07% Reduced
29
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$153M +$3.9M 1 6.62% Increased
30
JAT Capital Management LP (Connecticut)
JAT Capital Management LP (Connecticut)
Connecticut
$152M -$62M 1 5.83% Reduced
31
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$139M +$68M 1 0.92% Increased
32
Bank of New York Mellon
Bank of New York Mellon
New York
$135M -$174K 4 0.04% Reduced
33
Geode Capital Management
Geode Capital Management
Massachusetts
$131M +$2.72M 4 0.08% Increased
34
Credit Suisse
Credit Suisse
Switzerland
$131M +$66.3M 5 0.12% Increased
35
BlackRock Group
BlackRock Group
United Kingdom
$127M +$4.94M 3 0.07% Increased
36
Royce & Associates
Royce & Associates
New York
$124M -$7.04M 2 0.43% Reduced
37
GGHC
Gilder Gagnon Howe & Co
New York
$124M +$395K 1 1.84% Increased
38
HAM
HHR Asset Management
New Jersey
$124M +$33.9M 1 4.68% Increased
39
EARNEST Partners
EARNEST Partners
Georgia
$108M -$583K 1 0.89% Reduced
40
Franklin Resources
Franklin Resources
California
$104M +$40.3M 2 0.05% Increased
41
American Century Companies
American Century Companies
Missouri
$103M +$103K 1 0.12% Increased
42
Managed Account Advisors
Managed Account Advisors
New Jersey
$99.5M +$14.6M 2 0.1% Increased
43
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$95.8M +$3.99M 3 0.06% Increased
44
Teachers Advisors
Teachers Advisors
New York
$94.4M -$1.04M 4 0.18% Reduced
45
VVP
Vulcan Value Partners
Alabama
$88.8M +$30.2M 1 1.01% Increased
46
1832 Asset Management
1832 Asset Management
Ontario, Canada
$85.7M +$14.6M 1 0.27% Increased
47
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$79.2M +$19.2M 5 0.05% Increased
48
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$75.9M +$1.4M 1 0.18% Increased
49
California Public Employees Retirement System
California Public Employees Retirement System
California
$75.6M -$1.48M 6 0.1% Reduced
50
Legal & General Group
Legal & General Group
United Kingdom
$74.1M +$355K 4 0.09% Increased