← 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
SG Americas Securities
SG Americas Securities
New York
$65.1M -$69M 4 0.61% Reduced
77
Marsico Capital Management
Marsico Capital Management
Colorado
$64.3M +$76.3M 1 2.76% New
78
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$62M -$22.6M 1 1.78% Reduced
79
UBS Group
UBS Group
Switzerland
$60.8M -$5.78M 5 0.03% Reduced
80
Voloridge Investment Management
Voloridge Investment Management
Florida
$56.3M -$114M 1 1.62% Reduced
81
TCM
Tao Capital Management
California
$53.5M $0 1 25.09% Maintained
82
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$53.3M $0 2 0.26% Maintained
83
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$50.8M +$55.9M 2 1.27% New
84
Natixis
Natixis
France
$48.4M +$29.3M 1 0.38% Increased
85
ProShare Advisors
ProShare Advisors
Maryland
$47M -$19.1M 2 0.34% Reduced
86
Franklin Resources
Franklin Resources
California
$46.9M +$48M 2 0.03% Increased
87
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$46.7M -$610K 2 0.32% Reduced
88
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$45.3M +$3.81M 1 0.4% Increased
89
Frontier Capital Management
Frontier Capital Management
Massachusetts
$44.1M +$12.5M 1 0.5% Increased
90
Bank of Montreal
Bank of Montreal
Ontario, Canada
$44M -$100M 6 0.05% Reduced
91
Summit Partners Public Asset Management
Summit Partners Public Asset Management
Massachusetts
$43M +$1.24M 1 3.54% Increased
92
WAM
WT Asset Management
Hong Kong
$42.2M +$34.2M 1 7.78% Increased
93
Putnam Investments
Putnam Investments
Massachusetts
$41.8M +$45.8M 2 0.11% Increased
94
Raymond James & Associates
Raymond James & Associates
Florida
$40.8M +$3.43M 2 0.06% Increased
95
Ameriprise
Ameriprise
Minnesota
$40.3M +$4.1M 2 0.02% Increased
96
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$40.3M -$20.3M 1 0.11% Reduced
97
Canada Life
Canada Life
Manitoba, Canada
$39.1M -$1.26M 4 0.1% Reduced
98
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$38M +$22.8M 2 0.82% Increased
99
NSCM
New South Capital Management
Tennessee
$37.8M -$419K 1 1.68% Reduced
100
STRS Ohio
STRS Ohio
Ohio
$37.6M +$7.39M 2 0.2% Increased