← 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	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$58.3M	+$9.15M	3	0.13%	Increased
52	PNC Financial Services Group Pittsburgh, Pennsylvania	$58M	+$8.55M	4	0.07%	Increased
53	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$57.9M	+$260K	1	0.1%	Increased
54	DnB Asset Management Oslo, Norway	$55.3M	-$16.5M	2	1.17%	Reduced
55	VVP Vulcan Value Partners Birmingham, Alabama	$54.5M	-$42.9M	1	0.54%	Reduced
56	OppenheimerFunds New York	$54.1M	-$105K	2	0.07%	Reduced
57	Citigroup New York	$53.4M	+$39.5M	5	0.05%	Increased
58	BNP Paribas Financial Markets Paris, France	$49.8M	-$45.4M	5	0.22%	Reduced
59	AllianceBernstein Nashville, Tennessee	$48.8M	+$9.25M	2	0.04%	Increased
60	Teachers Advisors New York	$47.7M	-$3.13M	4	0.08%	Reduced
61	Charles Schwab San Francisco, California	$47.2M	+$5.36M	3	0.06%	Increased
62	Royce & Associates New York	$45M	-$3.58M	2	0.3%	Reduced
63	Wedge Capital Management Charlotte, North Carolina	$41.4M	-$1.03M	2	0.43%	Reduced
64	BRC Blue Ridge Capital New York	$40.6M	+$43.5M	1	0.52%	New
65	Commerzbank Aktiengesellschaft Frankfurt, Germany	$39.7M	+$815K	3	0.27%	Increased
66	TPCM Tide Point Capital Management Old Greenwich, Connecticut	$38.6M	+$23.9M	1	2.92%	Increased
67	Ameriprise Minneapolis, Minnesota	$37.3M	-$422M	2	0.02%	Reduced
68	Boston Partners Boston, Massachusetts	$37.3M	-$8.19M	1	0.05%	Reduced
69	Principal Financial Group Des Moines, Iowa	$37M	+$9.19M	2	0.05%	Increased
70	State Board of Administration of Florida Retirement System Tallahassee, Florida	$36.4M	+$9.96M	2	0.12%	Increased
71	Jefferies Group New York	$36.3M	+$14.1M	1	0.16%	Increased
72	APG Asset Management Amsterdam, Netherlands	$34.7M	+$3.91M	1	0.07%	Increased
73	MTB Mizuho Trust & Banking Tokyo, Japan	$33M	+$243K	1	0.1%	Increased
74	Numeric Investors Boston, Massachusetts	$31.6M	+$23.5M	2	0.28%	Increased
75	MG Meritage Group San Francisco, California	$30.1M	+$14.8M	1	0.78%	Increased