← 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
Teachers Advisors
Teachers Advisors
New York
$96.8M +$18.5M 4 0.14% Increased
52
Two Sigma Investments
Two Sigma Investments
New York
$86.6M +$83.1M 4 0.34% Increased
53
California Public Employees Retirement System
California Public Employees Retirement System
California
$86.6M +$2.24M 5 0.12% Increased
54
DVF
Discovery Value Fund
Singapore
$83.9M +$81.7M 2 12.34% New
55
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$80.5M +$2.52M 3 0.18% Increased
56
OPFM
Optimus Prime Fund Management
Cayman Islands
$79.5M +$77.1M 1 31.17% New
57
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$75M -$34.2M 2 0.68% Reduced
58
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$74.1M +$63.8M 2 0.27% Increased
59
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$72.8M -$15.3M 5 0.17% Reduced
60
Asset Management One
Asset Management One
Japan
$72.6M +$1.31M 1 0.17% Increased
61
USAA
United Services Automobile Association
Texas
$63.3M +$2.14M 2 0.18% Increased
62
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$62.9M +$1.02M 2 0.19% Increased
63
Barclays
Barclays
United Kingdom
$62.7M -$59.7M 5 0.05% Reduced
64
LSCM
Light Street Capital Management
California
$58.3M +$56.5M 1 4.44% New
65
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$57.7M +$2.41M 4 0.06% Increased
66
APG Asset Management
APG Asset Management
Netherlands
$56.9M -$122K 2 0.12% Reduced
67
LPC
Lion Point Capital
New York
$55.7M +$2.74M 1 8.77% Increased
68
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$54.3M +$6.16M 3 0.12% Increased
69
Wolverine Trading
Wolverine Trading
Illinois
$53.8M -$1.12M 1 0.15% Reduced
70
Jasper Ridge Partners
Jasper Ridge Partners
California
$53.7M $0 1 3.29% Maintained
71
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$53.3M -$136M 1 0.96% Reduced
72
HAM
HHR Asset Management
New Jersey
$50.7M -$43M 1 3.84% Reduced
73
Prudential Financial
Prudential Financial
New Jersey
$49.2M -$962K 2 0.09% Reduced
74
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$48.9M -$9.46M 1 1.69% Reduced
75
Fidelity International
Fidelity International
Bermuda
$48.7M -$25.7M 1 0.09% Reduced