← 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
76
Barclays
Barclays
United Kingdom
$44.1M +$25.6M 6 0.05% Increased
77
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$43.1M -$680K 1 0.09% Reduced
78
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$41.2M +$39M 3 0.21% Increased
79
TAM
Third Avenue Management
New York
$39.7M -$2.04M 1 0.77% Reduced
80
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$38.7M +$39M 2 0.3% Increased
81
ClearBridge Investments
ClearBridge Investments
New York
$38.2M -$4.76M 1 0.05% Reduced
82
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$38M +$169K 3 0.1% Increased
83
LCP
Lombardia Capital Partners
California
$37.3M -$1.18M 1 1.02% Reduced
84
SM
Stratton Management
Pennsylvania
$36.2M $0 1 1.66% Maintained
85
VVP
Vulcan Value Partners
Alabama
$32.1M +$32.5M 1 0.57% New
86
Millennium Management
Millennium Management
New York
$31.8M +$22.5M 5 0.09% Increased
87
Prudential Financial
Prudential Financial
New Jersey
$31.2M +$9.62M 2 0.06% Increased
88
Virtu KCG Holdings
Virtu KCG Holdings
New York
$30.9M +$20.4M 5 0.39% Increased
89
Citadel Advisors
Citadel Advisors
Florida
$30.7M -$4.85M 5 0.04% Reduced
90
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$30.7M -$2.74M 2 0.1% Reduced
91
ICM
IronBridge Capital Management
Illinois
$30.2M -$2.41M 1 0.66% Reduced
92
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$29.8M -$10.1M 2 0.03% Reduced
93
BlackRock Advisors
BlackRock Advisors
Delaware
$29.5M +$7.3M 4 0.03% Increased
94
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$28.8M -$458K 2 0.12% Reduced
95
NAM
NorthCoast Asset Management
Connecticut
$28.7M +$29.4M 1 1.87% Increased
96
Charles Schwab
Charles Schwab
California
$27.6M -$3.38M 3 0.05% Reduced
97
T
TOBAM
France
$26.9M -$18M 1 1.34% Reduced
98
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$26.5M +$4.81M 4 0.03% Increased
99
MWR
McAdams Wright Ragen
Washington
$25.7M -$2.49M 1 1.59% Reduced
100
Apex Capital Management
Apex Capital Management
Ohio
$25.7M +$1.33M 1 0.91% Increased