← 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
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$67.3M -$9.91M 1 1.5% Reduced
52
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$66.4M +$8.85M 2 0.06% Increased
53
Citadel Advisors
Citadel Advisors
Florida
$66M +$29.1M 5 0.08% Increased
54
UBS AM
UBS AM
Illinois
$65.2M +$988K 3 0.07% Increased
55
Renaissance Technologies
Renaissance Technologies
New York
$63.9M -$76.3M 3 0.15% Reduced
56
Winslow Capital Management
Winslow Capital Management
Minnesota
$63.5M +$55.3M 1 0.19% New
57
KCM
Keywise Capital Management
Cayman Islands
$61.9M +$47M 1 12.8% Increased
58
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$59.2M -$1.59M 5 0.04% Reduced
59
Guggenheim Capital
Guggenheim Capital
Illinois
$57.2M +$7.02M 4 0.14% Increased
60
Wells Fargo
Wells Fargo
California
$56M -$5.18M 6 0.02% Reduced
61
Barclays
Barclays
United Kingdom
$55.9M +$6.04M 6 0.06% Increased
62
First Trust Advisors
First Trust Advisors
Illinois
$55.6M -$4.6M 4 0.23% Reduced
63
Munder Capital Management
Munder Capital Management
Michigan
$53.7M +$2.45M 1 0.38% Increased
64
AQR Capital Management
AQR Capital Management
Connecticut
$52.8M -$11.6M 2 0.14% Reduced
65
SG Americas Securities
SG Americas Securities
New York
$51.5M -$16.8M 3 0.3% Reduced
66
VVP
Vulcan Value Partners
Alabama
$50.7M +$18.5M 1 0.75% Increased
67
Principal Financial Group
Principal Financial Group
Iowa
$50.5M +$202K 2 0.08% Increased
68
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$48.5M -$1.04M 1 0.1% Reduced
69
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$48M +$14.1M 3 0.06% Increased
70
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$48M +$4.51M 3 0.12% Increased
71
Wedge Capital Management
Wedge Capital Management
North Carolina
$47.2M -$317K 2 0.48% Reduced
72
BlackRock Advisors
BlackRock Advisors
Delaware
$46.5M +$14M 4 0.04% Increased
73
Bank of America
Bank of America
North Carolina
$46.4M -$84.2M 5 0.01% Reduced
74
Jane Street
Jane Street
New York
$45.7M +$38.3M 4 0.58% Increased
75
Boston Partners
Boston Partners
Massachusetts
$45.1M -$141K 1 0.08% Reduced