← 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	Credit Suisse Zurich, Switzerland	$66M	-$19.6M	2	0.06%	Reduced
52	VVP Vulcan Value Partners Birmingham, Alabama	$64.1M	+$630K	1	0.59%	Increased
53	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$57.7M	+$507K	3	0.12%	Increased
54	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$57.3M	+$51.9M	1	1.25%	Increased
55	Charles Schwab San Francisco, California	$51.8M	+$3.65M	3	0.06%	Increased
56	OppenheimerFunds New York	$51.4M	-$754K	2	0.06%	Reduced
57	Schroder Investment Management Group London, United Kingdom	$50M	+$47.9M	2	0.09%	Increased
58	Teachers Advisors New York	$49.8M	+$493K	3	0.08%	Increased
59	BNP Paribas Financial Markets Paris, France	$47.5M	-$483K	5	0.2%	Reduced
60	Boston Partners Boston, Massachusetts	$45.4M	+$1.96M	1	0.06%	Increased
61	Wedge Capital Management Charlotte, North Carolina	$43M	-$5.09M	2	0.43%	Reduced
62	Commerzbank Aktiengesellschaft Frankfurt, Germany	$42M	+$4.92M	3	0.68%	Increased
63	MTB Mizuho Trust & Banking Tokyo, Japan	$37.8M	+$6.5M	1	0.11%	Increased
64	State Board of Administration of Florida Retirement System Tallahassee, Florida	$37.4M	+$2.2M	2	0.12%	Increased
65	Principal Financial Group Des Moines, Iowa	$34.5M	-$7.88M	2	0.05%	Reduced
66	APG Asset Management Amsterdam, Netherlands	$33.4M	$0	1	0.06%	Maintained
67	Numeric Investors Boston, Massachusetts	$33.2M	+$3.34M	2	0.31%	Increased
68	Nomura Holdings Tokyo, Japan	$33M	+$20.1M	1	0.09%	Increased
69	BRC Blue Ridge Capital New York	$32.9M	-$6.5M	1	0.39%	Reduced
70	Glenmede Trust Philadelphia, Pennsylvania	$32.6M	+$2.38M	3	0.18%	Increased
71	Victory Capital Management San Antonio, Texas	$31.1M	-$599K	1	0.09%	Reduced
72	Sterling Capital Management Charlotte, North Carolina	$30.9M	+$311K	2	0.29%	Increased
73	BlackRock Japan Tokyo, Japan	$30.1M	+$4.55M	1	0.1%	Increased
74	BlackRock Investment Management Wilmington, Delaware	$30M	+$6.13M	3	0.04%	Increased
75	RhumbLine Advisers Boston, Massachusetts	$29.1M	+$3.25M	3	0.08%	Increased