← 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
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$73.7M +$9.88M 3 1.09% Increased
52
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$72.9M -$6.37M 3 0.08% Reduced
53
Franklin Resources
Franklin Resources
California
$71.7M +$1.31M 2 0.04% Increased
54
OppenheimerFunds
OppenheimerFunds
New York
$70.3M +$179K 2 0.09% Increased
55
DnB Asset Management
DnB Asset Management
Norway
$68.1M +$417K 3 1.07% Increased
56
Credit Suisse
Credit Suisse
Switzerland
$67.5M +$21.3K 2 0.06% Increased
57
NIMC
NWQ Investment Management Company
California
$63.1M +$1.02M 1 0.83% Increased
58
Barclays
Barclays
United Kingdom
$61M -$69.8M 6 0.07% Reduced
59
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$59.8M +$22.1M 1 0.19% Increased
60
Asset Management One
Asset Management One
Japan
$59M -$2.04M 2 0.15% Reduced
61
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$53.6M -$10.6M 5 0.14% Reduced
62
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$53.5M -$1.55M 2 0.15% Reduced
63
Prudential Financial
Prudential Financial
New Jersey
$48.6M +$6.13M 3 0.08% Increased
64
Wedge Capital Management
Wedge Capital Management
North Carolina
$47.4M -$3.15M 1 0.45% Reduced
65
VVP
Vulcan Value Partners
Alabama
$46.4M +$2.18M 1 0.4% Increased
66
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$42.9M +$1.36M 3 0.1% Increased
67
Jane Street
Jane Street
New York
$42.3M +$16M 1 0.19% Increased
68
TD Asset Management
TD Asset Management
Ontario, Canada
$41.1M -$4.51M 1 0.07% Reduced
69
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$39.7M +$36.2M 1 0.08% New
70
CRCP
Copper Rock Capital Partners
Massachusetts
$39.1M +$10.7M 1 2.47% Increased
71
AQR Capital Management
AQR Capital Management
Connecticut
$37.3M +$22.1M 2 0.05% Increased
72
APG Asset Management
APG Asset Management
Netherlands
$37.3M -$4.82M 1 0.07% Reduced
73
Citadel Advisors
Citadel Advisors
Florida
$37.2M +$24.6M 3 0.03% Increased
74
LSCM
Light Street Capital Management
California
$36.7M -$8.38M 1 2.95% Reduced
75
Sterling Capital Management
Sterling Capital Management
North Carolina
$35.4M +$326K 2 0.33% Increased