← 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
$46.7M +$3.65M 2 0.14% Increased
77
QAM
Quentec Asset Management
New York
$46.4M +$858K 1 4.65% Increased
78
LSCM
Light Street Capital Management
California
$44.3M +$15.6M 1 3.62% Increased
79
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$43.4M +$3.91M 1 0.52% Increased
80
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$42.6M -$23.2M 3 0.04% Reduced
81
Calamos Advisors
Calamos Advisors
Illinois
$42.4M +$16.6M 2 0.33% Increased
82
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$41.7M +$123K 5 0.05% Increased
83
Wedge Capital Management
Wedge Capital Management
North Carolina
$40.3M -$1.35M 1 0.38% Reduced
84
First Trust Advisors
First Trust Advisors
Illinois
$40.2M +$1.14M 4 0.1% Increased
85
National Pension Service
National Pension Service
South Korea
$39.5M +$1.57M 1 0.22% Increased
86
Royce & Associates
Royce & Associates
New York
$39.2M +$32.9M 2 0.26% Increased
87
AQR Arbitrage
AQR Arbitrage
Connecticut
$38.8M +$23.4M 1 0.42% Increased
88
HSBC Holdings
HSBC Holdings
United Kingdom
$38.5M -$14.9M 2 0.06% Reduced
89
Prudential Financial
Prudential Financial
New Jersey
$37.4M -$3.6M 2 0.05% Reduced
90
FFIM
Founders Fund IV Management
California
$37M $0 1 100% Maintained
91
Ruffer LLP
Ruffer LLP
United Kingdom
$36.8M +$25.6M 1 1.58% Increased
92
AQR Capital Management
AQR Capital Management
Connecticut
$36M -$2.26M 2 0.04% Reduced
93
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$33.7M +$1.01M 3 0.18% Increased
94
TCW Group
TCW Group
California
$32.9M +$12.7M 1 0.26% Increased
95
LPC
Lion Point Capital
New York
$32.3M $0 1 3.28% Maintained
96
KCM
Keywise Capital Management
Cayman Islands
$32M -$6.73M 1 12.66% Reduced
97
Nordea Investment Management
Nordea Investment Management
Sweden
$32M +$485K 2 0.08% Increased
98
SEI Investments
SEI Investments
Pennsylvania
$31.8M +$7.75M 4 0.11% Increased
99
Glenmede Trust
Glenmede Trust
Pennsylvania
$31.5M -$113K 3 0.14% Reduced
100
ACM
Ariose Capital Management
Hong Kong
$30.7M +$31.2M 1 8.25% New