← 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
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$79.9M -$16.2M 5 0.04% Reduced
52
Balyasny Asset Management
Balyasny Asset Management
Illinois
$79.5M +$58M 1 0.25% Increased
53
HAM
HHR Asset Management
New Jersey
$74.8M +$2.52M 1 4.17% Increased
54
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$73.7M +$860K 3 0.15% Increased
55
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$71.3M +$9.81M 2 0.18% Increased
56
Asset Management One
Asset Management One
Japan
$66.5M +$70.4K 1 0.15% Increased
57
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$63.2M -$29.6M 2 0.73% Reduced
58
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$59.7M -$1.23M 2 0.16% Reduced
59
Guggenheim Capital
Guggenheim Capital
Illinois
$57M +$5.34M 4 0.14% Increased
60
APG Asset Management
APG Asset Management
Netherlands
$55.5M +$21.1M 1 0.1% Increased
61
NIMC
NWQ Investment Management Company
California
$52.7M -$2.15M 1 0.68% Reduced
62
DnB Asset Management
DnB Asset Management
Norway
$52.3M -$2.2M 3 0.63% Reduced
63
Jasper Ridge Partners
Jasper Ridge Partners
California
$50.2M $0 1 3.31% Maintained
64
HSBC Holdings
HSBC Holdings
United Kingdom
$47.1M +$12.5M 2 0.07% Increased
65
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$46.3M -$226K 3 0.09% Reduced
66
ARK Investment Management
ARK Investment Management
Florida
$43.9M +$25.3M 1 3.49% Increased
67
Royce & Associates
Royce & Associates
New York
$43.8M +$3.76M 2 0.29% Increased
68
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$43.5M +$208K 2 0.12% Increased
69
Prudential Financial
Prudential Financial
New Jersey
$43.5M +$6.02M 2 0.06% Increased
70
Calamos Advisors
Calamos Advisors
Illinois
$42.7M +$3.52M 2 0.22% Increased
71
UBS Group
UBS Group
Switzerland
$42.5M -$11.9M 6 0.02% Reduced
72
Wedge Capital Management
Wedge Capital Management
North Carolina
$42.1M +$1.5M 1 0.38% Increased
73
Franklin Resources
Franklin Resources
California
$41.9M -$13.3M 3 0.02% Reduced
74
Glenmede Trust
Glenmede Trust
Pennsylvania
$39.9M +$8.2M 2 0.17% Increased
75
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$38.7M -$3.53M 3 0.04% Reduced