← 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
$31.2M -$14.3M 2 0.14% Reduced
77
Cambiar Investors
Cambiar Investors
Colorado
$30.9M -$2.3M 1 0.44% Reduced
78
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$29.5M +$968K 4 0.37% Increased
79
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$29.1M -$379K 2 0.11% Reduced
80
Guggenheim Capital
Guggenheim Capital
Illinois
$29M -$1.03M 3 0.09% Reduced
81
Korea Investment Corp
Korea Investment Corp
South Korea
$28.5M +$23.4M 1 0.21% Increased
82
BlackRock Japan
BlackRock Japan
Japan
$28.1M +$332K 2 0.1% Increased
83
Principal Financial Group
Principal Financial Group
Iowa
$26.1M +$7.03M 1 0.04% Increased
84
Jefferies Group
Jefferies Group
New York
$24.9M +$18.7M 2 0.14% Increased
85
DL
Delta Lloyd
Netherlands
$24.9M +$21.7M 2 0.82% Increased
86
Sterling Capital Management
Sterling Capital Management
North Carolina
$24.1M -$110K 2 0.22% Reduced
87
Victory Capital Management
Victory Capital Management
Texas
$24.1M -$17.2M 2 0.1% Reduced
88
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$24.1M -$46.9M 1 0.19% Reduced
89
Russell Frank Company
Russell Frank Company
Washington
$24M -$1.49M 4 0.04% Reduced
90
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$23.3M +$730K 3 0.07% Increased
91
BlackRock
BlackRock
New York
$22.7M +$1.88M 5 0.04% Increased
92
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$22.2M -$513K 2 0.09% Reduced
93
HSBC Holdings
HSBC Holdings
United Kingdom
$22M +$4.89M 2 0.06% Increased
94
Glenmede Trust
Glenmede Trust
Pennsylvania
$21M +$659K 3 0.14% Increased
95
First Trust Advisors
First Trust Advisors
Illinois
$20.4M -$11.3M 4 0.07% Reduced
96
BKBG
BHF Kleinwort Benson Group
Belgium
$20.2M +$5.85M 3 0.59% Increased
97
Jane Street
Jane Street
New York
$20.2M +$10.9M 3 0.11% Increased
98
BlackRock Investment Management
BlackRock Investment Management
Delaware
$20.1M -$199K 3 0.03% Reduced
99
NPIC
Neumeier Poma Investment Counsel
California
$19.6M +$1.97M 1 3.11% Increased
100
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$19.5M +$166K 1 0.37% Increased