← 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
KI
Kalmar Investments
Delaware
$64.9M -$5.3M 1 1.21% Reduced
52
Legal & General Group
Legal & General Group
United Kingdom
$62.7M -$894K 4 0.07% Reduced
53
BlackRock Advisors
BlackRock Advisors
Delaware
$61.6M +$27.4M 4 0.06% Increased
54
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$59.1M +$7.1M 3 0.25% Increased
55
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$57.7M +$2.9M 3 0.08% Increased
56
American Century Companies
American Century Companies
Missouri
$57.2M -$32.2M 1 0.06% Reduced
57
DnB Asset Management
DnB Asset Management
Norway
$55.5M -$14.6M 3 1.24% Reduced
58
Winslow Capital Management
Winslow Capital Management
Minnesota
$55.3M -$182M 1 0.17% Reduced
59
Millennium Management
Millennium Management
New York
$53.8M +$22.7M 3 0.1% Increased
60
Wedge Capital Management
Wedge Capital Management
North Carolina
$52.9M -$4.55M 2 0.53% Reduced
61
UBS AM
UBS AM
Illinois
$51.8M -$1.38M 3 0.05% Reduced
62
Teachers Advisors
Teachers Advisors
New York
$47.9M -$36.4M 4 0.09% Reduced
63
OppenheimerFunds
OppenheimerFunds
New York
$47.2M $0 1 0.05% Maintained
64
NIMC
NWQ Investment Management Company
California
$46.4M +$2.18M 1 0.58% Increased
65
Hood River Capital Management
Hood River Capital Management
Florida
$44.6M +$13.6M 3 5.49% Increased
66
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$42.9M -$80.6M 2 0.3% Reduced
67
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$42M +$5.28M 1 0.08% Increased
68
Cambiar Investors
Cambiar Investors
Colorado
$41.4M -$3.55M 1 0.6% Reduced
69
QAM
Quentec Asset Management
New York
$41.3M -$6.92M 2 8.58% Reduced
70
RIM
Ranger Investment Management
Texas
$40.7M +$9.24M 1 1.98% Increased
71
Boston Partners
Boston Partners
Massachusetts
$39.8M -$1.5M 1 0.06% Reduced
72
Guggenheim Capital
Guggenheim Capital
Illinois
$39.4M -$1.01M 4 0.09% Reduced
73
Victory Capital Management
Victory Capital Management
Texas
$39.3M -$12.7M 2 0.14% Reduced
74
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$38.6M +$6.18M 3 0.23% Increased
75
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$38.3M -$1.03M 3 0.09% Reduced