← 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
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$44.8M +$1.14M 3 0.21% Increased
77
GA
Geneva Advisors
Illinois
$43.3M +$35.7M 2 0.79% Increased
78
LCP
Lombardia Capital Partners
California
$43.2M +$6.08M 1 1.16% Increased
79
CCM
Cupps Capital Management
Illinois
$41.4M -$9.16M 2 3.36% Reduced
80
Prudential Financial
Prudential Financial
New Jersey
$40.4M +$8.95M 2 0.07% Increased
81
UBS
UBS
Switzerland
$40.4M +$17.5M 6 0.03% Increased
82
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$39.2M +$3.82M 2 0.12% Increased
83
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$38.6M +$141K 2 0.28% Increased
84
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$37.9M +$4.25M 4 0.19% Increased
85
SM
Stratton Management
Pennsylvania
$37.3M +$1.4M 1 1.55% Increased
86
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$36.2M +$28.8M 4 0.38% Increased
87
CCM
Cornerstone Capital Management
Minnesota
$35.3M +$11M 1 1.13% Increased
88
TAM
Third Avenue Management
New York
$34.4M -$4.99M 1 0.66% Reduced
89
Two Sigma Investments
Two Sigma Investments
New York
$33.4M -$51.9M 2 0.15% Reduced
90
Wellington Management Group
Wellington Management Group
Massachusetts
$32M +$13M 4 0.01% Increased
91
Charles Schwab
Charles Schwab
California
$30.5M +$542K 3 0.05% Increased
92
Axiom Investors
Axiom Investors
Connecticut
$30.4M +$26.5M 1 0.72% New
93
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$30.2M +$3.53M 4 0.04% Increased
94
MWR
McAdams Wright Ragen
Washington
$30.2M +$523K 1 1.69% Increased
95
Franklin Resources
Franklin Resources
California
$29.9M +$5.82M 2 0.01% Increased
96
BlackRock
BlackRock
New York
$29.8M +$7.4M 4 0.04% Increased
97
Russell Frank Company
Russell Frank Company
Washington
$28.9M +$5.66M 4 0.05% Increased
98
ClearBridge Investments
ClearBridge Investments
New York
$28.7M -$9.09M 1 0.03% Reduced
99
Apex Capital Management
Apex Capital Management
Ohio
$28.7M +$3.1M 1 0.88% Increased
100
Glenmede Trust
Glenmede Trust
Pennsylvania
$27M +$2.8M 2 0.24% Increased