← 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
EARNEST Partners
EARNEST Partners
Georgia
$97.5M +$12M 1 1.02% Increased
52
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$92.5M -$3.38M 3 0.2% Reduced
53
HAM
HHR Asset Management
New Jersey
$82.2M -$24.7M 1 4.27% Reduced
54
Voloridge Investment Management
Voloridge Investment Management
Florida
$79.5M +$72.6M 1 1.98% New
55
Credit Suisse
Credit Suisse
Switzerland
$78.9M -$6.34M 2 0.08% Reduced
56
UBS Group
UBS Group
Switzerland
$78.3M +$45.5M 5 0.04% Increased
57
Asset Management One
Asset Management One
Japan
$74.9M -$1.47M 2 0.19% Reduced
58
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$74M -$19.6M 2 1.24% Reduced
59
DnB Asset Management
DnB Asset Management
Norway
$72.5M -$13.2M 3 1.06% Reduced
60
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$71.9M +$57.7M 5 0.03% Increased
61
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$70.6M +$1.66M 2 0.2% Increased
62
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$69.2M +$623K 3 0.07% Increased
63
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$69.2M -$3.98M 1 0.21% Reduced
64
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
$66.6M +$60.8M 1 4.66% New
65
Jasper Ridge Partners
Jasper Ridge Partners
California
$58.3M +$52.5M 1 3.13% Increased
66
NIMC
NWQ Investment Management Company
California
$57.6M -$301K 1 0.8% Reduced
67
HSBC Holdings
HSBC Holdings
United Kingdom
$56.5M +$18.9M 2 0.1% Increased
68
QIM
Quantitative Investment Management
Virginia
$56.3M +$50M 3 0.85% Increased
69
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$55M +$22.2M 1 0.16% Increased
70
Franklin Resources
Franklin Resources
California
$53.6M -$18.3M 3 0.03% Reduced
71
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$51.6M $0 1 0.11% Maintained
72
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$50.7M -$1.73M 3 0.12% Reduced
73
Wolverine Trading
Wolverine Trading
Illinois
$50.7M +$45.8M 2 0.23% Increased
74
APG Asset Management
APG Asset Management
Netherlands
$49.1M +$627K 1 0.09% Increased
75
Guggenheim Capital
Guggenheim Capital
Illinois
$46M +$6.3M 4 0.12% Increased