← 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
Glenmede Trust
Glenmede Trust
Pennsylvania
$35.4M +$1.52M 3 0.17% Increased
77
TPCM
Tide Point Capital Management
Connecticut
$35M +$11.3M 1 2.05% Increased
78
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$34.8M +$1.13M 2 0.4% Increased
79
Nordea Investment Management
Nordea Investment Management
Sweden
$34.6M +$13.8M 2 0.09% Increased
80
LPC
Lion Point Capital
New York
$34.4M +$10.3M 2 5.02% Increased
81
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$34.3M +$7.47M 4 0.05% Increased
82
Frontier Capital Management
Frontier Capital Management
Massachusetts
$34.2M +$1.02M 1 0.25% Increased
83
Principal Financial Group
Principal Financial Group
Iowa
$33.4M +$17K 2 0.04% Increased
84
KCM
Keywise Capital Management
Cayman Islands
$31.5M +$28.7M 1 19.42% New
85
Guggenheim Capital
Guggenheim Capital
Illinois
$31.2M +$652K 4 0.08% Increased
86
Nomura Holdings
Nomura Holdings
Japan
$31.2M +$10.6M 1 0.08% Increased
87
D.E. Shaw & Co
D.E. Shaw & Co
New York
$30.8M +$14.5M 3 0.05% Increased
88
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$30.7M +$2.72M 2 0.12% Increased
89
FFIM
Founders Fund IV Management
California
$30.2M $0 1 100% Maintained
90
Numeric Investors
Numeric Investors
Massachusetts
$29.3M +$2.67M 2 0.27% Increased
91
Janus Henderson Group
Janus Henderson Group
$29M +$5.15M 1 0.2% Increased
92
HSBC Holdings
HSBC Holdings
United Kingdom
$28.6M +$8.3M 2 0.06% Increased
93
National Pension Service
National Pension Service
South Korea
$28.3M +$6.41M 1 0.19% Increased
94
Ameriprise
Ameriprise
Minnesota
$28.1M -$1.18M 2 0.01% Reduced
95
QAM
Quentec Asset Management
New York
$28M +$922K 1 3.11% Increased
96
Paradigm Capital Management Inc
Paradigm Capital Management Inc
New York
$27.8M +$7.8K 1 2.62% Increased
97
Baird Financial Group
Baird Financial Group
Wisconsin
$27.7M -$4.22M 1 0.22% Reduced
98
SG Americas Securities
SG Americas Securities
New York
$26.6M -$14.7M 4 0.24% Reduced
99
Panagora Asset Management
Panagora Asset Management
Massachusetts
$25.8M +$19.3M 2 0.11% Increased
100
Balyasny Asset Management
Balyasny Asset Management
Illinois
$25M +$7.27M 2 0.12% Increased