← 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
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
$138M +$107M 1 2.34% New
52
Invesco
Invesco
Georgia
$132M -$519M 5 0.04% Reduced
53
Voloridge Investment Management
Voloridge Investment Management
Florida
$122M +$95M 2 2.38% New
54
OPFM
Optimus Prime Fund Management
Cayman Islands
$117M $0 1 35.6% Maintained
55
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$114M +$7.22M 3 0.19% Increased
56
EARNEST Partners
EARNEST Partners
Georgia
$114M +$6.16M 2 0.89% Increased
57
Bank of Montreal
Bank of Montreal
Ontario, Canada
$113M +$3.13M 6 0.09% Increased
58
Allianz Asset Management
Allianz Asset Management
Germany
$112M -$99.3M 2 0.1% Reduced
59
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$105M -$7.39M 2 0.18% Reduced
60
SG Americas Securities
SG Americas Securities
New York
$99M -$94.6M 3 0.9% Reduced
61
LPC
Lion Point Capital
New York
$97M +$8.86M 1 9.01% Increased
62
First Trust Advisors
First Trust Advisors
Illinois
$95.5M +$38.7M 5 0.16% Increased
63
Two Sigma Investments
Two Sigma Investments
New York
$85.8M +$53.9M 5 0.26% Increased
64
SEP
Soma Equity Partners
California
$83.7M -$39M 1 5.16% Reduced
65
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$79M -$715K 2 0.19% Reduced
66
National Pension Service
National Pension Service
South Korea
$76.4M +$8.37M 1 0.21% Increased
67
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$74.7M +$15.2M 2 0.19% Increased
68
APG Asset Management
APG Asset Management
Netherlands
$74.4M -$124M 1 0.12% Reduced
69
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$73.7M -$16.2M 2 0.46% Reduced
70
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$73.1M -$494K 3 0.12% Reduced
71
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$72.8M +$56.6M 1 0.24% New
72
AAM
Anglepoint Asset Management
Cayman Islands
$71.7M +$55.8M 1 8.62% New
73
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$70.9M +$7.01M 3 0.05% Increased
74
UBS Group
UBS Group
Switzerland
$65.8M +$6.84M 6 0.02% Increased
75
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$64.7M $0 1 1.55% Maintained