← 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
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$102M -$6.64M 5 0.25% Reduced
52
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$99.7M +$29.4M 2 1.31% Increased
53
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$99.1M -$3.38M 5 0.05% Reduced
54
EARNEST Partners
EARNEST Partners
Georgia
$95.2M +$2.07M 1 0.95% Increased
55
Renaissance Technologies
Renaissance Technologies
New York
$90.8M +$89.5M 3 0.11% Increased
56
TPCM
Tide Point Capital Management
Connecticut
$86.4M +$87.6M 1 4.45% New
57
Voloridge Investment Management
Voloridge Investment Management
Florida
$79.8M +$4.88M 1 1.78% Increased
58
HAM
HHR Asset Management
New Jersey
$79.3M +$1.82M 1 4.14% Increased
59
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$79.3M -$8.21M 3 0.18% Reduced
60
Asset Management One
Asset Management One
Japan
$72.7M +$2.14M 2 0.17% Increased
61
Wolverine Trading
Wolverine Trading
Illinois
$70.9M +$23.2M 2 0.27% Increased
62
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$67.9M -$1.33M 2 0.19% Reduced
63
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$66.5M -$169K 2 0.18% Reduced
64
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$66M +$17.6M 1 0.15% Increased
65
UBS Group
UBS Group
Switzerland
$58.7M -$15.6M 6 0.03% Reduced
66
Global X Management Company
Global X Management Company
New York
$58.2M +$33.6M 5 1.58% Increased
67
Franklin Resources
Franklin Resources
California
$56.4M +$5.2M 3 0.03% Increased
68
DnB Asset Management
DnB Asset Management
Norway
$55M -$21.5M 3 0.73% Reduced
69
Jasper Ridge Partners
Jasper Ridge Partners
California
$55M $0 1 2.74% Maintained
70
NIMC
NWQ Investment Management Company
California
$54.5M -$455K 1 0.67% Reduced
71
Guggenheim Capital
Guggenheim Capital
Illinois
$53.6M +$4.86M 4 0.13% Increased
72
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
$53.4M -$9.52M 1 2.78% Reduced
73
APG Asset Management
APG Asset Management
Netherlands
$50.9M +$4.6M 1 0.08% Increased
74
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$50.2M +$2.25M 3 0.11% Increased
75
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$48.2M -$3.72M 1 0.14% Reduced