← 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
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$45.6M +$8.19M 2 0.15% Increased
77
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$43.8M +$1.5M 5 0.05% Increased
78
Wedge Capital Management
Wedge Capital Management
North Carolina
$43.7M +$229K 1 0.42% Increased
79
QAM
Quentec Asset Management
New York
$43M +$5.68M 1 3.3% Increased
80
Prudential Financial
Prudential Financial
New Jersey
$43M -$2.93M 3 0.06% Reduced
81
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$41.3M +$44.9M 1 0.49% New
82
Two Sigma Advisers
Two Sigma Advisers
New York
$41.1M +$31.5M 4 0.14% Increased
83
KCM
Keywise Capital Management
Cayman Islands
$41M +$99.1K 1 22.42% Increased
84
First Trust Advisors
First Trust Advisors
Illinois
$40.5M +$10.6M 4 0.11% Increased
85
National Pension Service
National Pension Service
South Korea
$40.3M +$3.25M 1 0.24% Increased
86
Jane Street
Jane Street
New York
$40.3M -$13.2M 4 0.14% Reduced
87
AQR Capital Management
AQR Capital Management
Connecticut
$40.2M +$6.04M 2 0.05% Increased
88
FFIM
Founders Fund IV Management
California
$39.2M $0 1 100% Maintained
89
SG Americas Securities
SG Americas Securities
New York
$37.4M +$3.25M 4 0.34% Increased
90
1832 Asset Management
1832 Asset Management
Ontario, Canada
$35.8M +$33.3M 1 0.16% Increased
91
Glenmede Trust
Glenmede Trust
Pennsylvania
$35.4M $0 3 0.17% Maintained
92
CRCP
Copper Rock Capital Partners
Massachusetts
$34.5M -$1.37M 1 2.23% Reduced
93
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$34.5M +$2.77M 3 0.19% Increased
94
Nordea Investment Management
Nordea Investment Management
Sweden
$33M +$773K 2 0.08% Increased
95
Frontier Capital Management
Frontier Capital Management
Massachusetts
$31.4M +$18.6K 1 0.23% Increased
96
Principal Financial Group
Principal Financial Group
Iowa
$31.3M -$269K 2 0.03% Reduced
97
LSCM
Light Street Capital Management
California
$30.7M -$15.5M 1 2.17% Reduced
98
LPC
Lion Point Capital
New York
$30.6M -$10.8M 1 4.24% Reduced
99
Baird Financial Group
Baird Financial Group
Wisconsin
$30.6M -$4.91M 1 0.24% Reduced
100
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$30M -$2.26M 2 0.34% Reduced