← 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
51
ICM
IronBridge Capital Management
Illinois
$31.5M +$30.4M 1 0.62% New
52
Panagora Asset Management
Panagora Asset Management
Massachusetts
$31.2M +$30.2M 1 0.16% New
53
Marsico Capital Management
Marsico Capital Management
Colorado
$29.9M +$20.9M 1 0.19% New
54
LCP
Lombardia Capital Partners
California
$29.3M +$28.3M 1 0.98% New
55
California Public Employees Retirement System
California Public Employees Retirement System
California
$29.1M +$22.4M 6 0.06% New
56
ClearBridge Investments
ClearBridge Investments
New York
$28M +$27M 1 0.04% New
57
Teachers Advisors
Teachers Advisors
New York
$25.8M +$21.8M 3 0.07% New
58
SM
Stratton Management
Pennsylvania
$25.5M +$24.6M 1 1.48% New
59
QF
QVT Financial
New York
$24.2M +$16.9M 1 1.62% New
60
CGM
Capital Growth Management
Massachusetts
$23.1M +$16.2M 1 0.61% New
61
CCI
Columbus Circle Investors
$22.7M +$15.9M 1 0.18% New
62
1832 Asset Management
1832 Asset Management
Ontario, Canada
$22.3M +$15.8M 1 0.1% New
63
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$21.3M +$20M 5 0.02% New
64
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$21.1M +$20.4M 1 0.49% New
65
CAIMH
Central Asset Investments & Management Holdings
Hong Kong
$20.8M +$13.2M 2 27.24% New
66
Dorsal Capital Management
Dorsal Capital Management
California
$20.4M +$14.3M 1 3.17% New
67
Sarasin & Partners
Sarasin & Partners
United Kingdom
$20.4M +$14.3M 1 0.29% New
68
Charles Schwab
Charles Schwab
California
$20.3M +$16.5M 3 0.05% New
69
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$20.1M +$15.2M 3 0.07% New
70
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$19.7M +$14.4M 2 0.07% New
71
Eagle Asset Management
Eagle Asset Management
Florida
$19.5M +$18.9M 1 0.13% New
72
Munder Capital Management
Munder Capital Management
Michigan
$19.4M +$18.8M 1 0.17% New
73
Renaissance Technologies
Renaissance Technologies
New York
$19.3M +$13.5M 3 0.05% New
74
UBS AM
UBS AM
Illinois
$17.8M +$16.1M 3 0.02% New
75
TCW Group
TCW Group
California
$17.7M +$12.4M 1 0.09% New
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