← 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
Victory Capital Management
Victory Capital Management
Texas
$39.9M -$2.85M 2 0.15% Reduced
77
Guggenheim Capital
Guggenheim Capital
Illinois
$39.4M -$2.86M 5 0.1% Reduced
78
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$38.5M +$33.2M 2 0.15% Increased
79
QAM
Quentec Asset Management
New York
$38.4M -$4.52M 2 7.7% Reduced
80
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$38.1M +$3.63M 4 0.04% Increased
81
CAIMH
Central Asset Investments & Management Holdings
Hong Kong
$37.9M +$2.23M 2 37.17% Increased
82
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$36.3M -$438K 2 0.13% Reduced
83
MTB
Mizuho Trust & Banking
Japan
$36M +$3.42M 1 0.12% Increased
84
1832 Asset Management
1832 Asset Management
Ontario, Canada
$35.1M +$30.6M 2 0.12% Increased
85
UBS Group
UBS Group
Switzerland
$33.9M +$6.07M 5 0.02% Increased
86
Renaissance Technologies
Renaissance Technologies
New York
$33.8M +$35M 3 0.08% Increased
87
Daiwa Securities Group
Daiwa Securities Group
Japan
$33.7M -$9.37M 1 0.24% Reduced
88
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$33.3M +$9.31M 4 0.46% Increased
89
SM
Stratton Management
Pennsylvania
$32.8M $0 1 1.43% Maintained
90
Jane Street
Jane Street
New York
$32.7M +$20.3M 2 0.21% Increased
91
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$32.6M -$16.2M 5 0.09% Reduced
92
USAA
United Services Automobile Association
Texas
$31.6M +$1.11M 2 0.11% Increased
93
PP
PDT Partners
New York
$30.9M +$14.6M 1 0.81% Increased
94
Glenmede Trust
Glenmede Trust
Pennsylvania
$29.9M +$3.4M 3 0.22% Increased
95
BlackRock Japan
BlackRock Japan
Japan
$29.6M +$2.46M 1 0.11% Increased
96
Eventide Asset Management
Eventide Asset Management
Massachusetts
$29.6M +$6.95M 1 1.6% Increased
97
CCI
Columbus Circle Investors
$29.6M -$54.9M 2 0.21% Reduced
98
Channing Capital Management
Channing Capital Management
Illinois
$29.3M +$28.6M 1 1.3% New
99
First Trust Advisors
First Trust Advisors
Illinois
$28.5M -$11.1M 4 0.07% Reduced
100
Citigroup
Citigroup
New York
$27.7M -$20.6M 6 0.02% Reduced