← 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
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$86.8M +$30.3M 3 0.35% Increased
52
Balyasny Asset Management
Balyasny Asset Management
Illinois
$83.4M -$26.1M 1 0.51% Reduced
53
American Century Companies
American Century Companies
Missouri
$81.2M -$49.8K 1 0.09% Reduced
54
Winslow Capital Management
Winslow Capital Management
Minnesota
$76.6M -$1.75M 1 0.25% Reduced
55
UBS AM
UBS AM
Illinois
$72.4M +$2.04M 3 0.07% Increased
56
Royce & Associates
Royce & Associates
New York
$71.7M -$44.9M 2 0.3% Reduced
57
Teachers Advisors
Teachers Advisors
New York
$69.1M +$2.2M 4 0.13% Increased
58
KI
Kalmar Investments
Delaware
$68.4M -$2.56M 1 1.3% Reduced
59
OppenheimerFunds
OppenheimerFunds
New York
$67.1M $0 1 0.08% Maintained
60
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$64M +$3.77M 1 0.12% Increased
61
Millennium Management
Millennium Management
New York
$63.3M +$19.2M 2 0.12% Increased
62
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$60M +$5.7M 3 0.31% Increased
63
Wedge Capital Management
Wedge Capital Management
North Carolina
$55.8M -$1.98M 2 0.54% Reduced
64
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$53.8M +$980K 3 0.13% Increased
65
DnB Asset Management
DnB Asset Management
Norway
$50.2M -$142K 3 1.11% Reduced
66
NIMC
NWQ Investment Management Company
California
$50.1M -$606K 1 0.69% Reduced
67
Boston Partners
Boston Partners
Massachusetts
$49.7M +$6.08M 1 0.07% Increased
68
Fred Alger Management
Fred Alger Management
New York
$47.2M +$14.5M 1 0.21% Increased
69
Cambiar Investors
Cambiar Investors
Colorado
$44.7M -$536K 1 0.63% Reduced
70
Swiss National Bank
Swiss National Bank
Switzerland
$44.7M +$4.41M 3 0.12% Increased
71
Charles Schwab
Charles Schwab
California
$44.3M +$1.96M 3 0.06% Increased
72
RIM
Ranger Investment Management
Texas
$43.7M -$826K 1 2.13% Reduced
73
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$42.9M $0 1 0.29% Maintained
74
CCA
Canyon Capital Advisors
Texas
$41.6M +$20.5M 2 1.1% Increased
75
Baird Financial Group
Baird Financial Group
Wisconsin
$41M +$36.3M 1 0.4% New