← 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
Capital International Inc
Capital International Inc
California
$210M +$20M 1 2.31% Increased
77
AMF Tjänstepension
AMF Tjänstepension
Sweden
$209M +$15.7M 1 1.9% Increased
78
SG Americas Securities
SG Americas Securities
New York
$201M +$111M 4 1.28% Increased
79
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$200M -$27.6M 2 0.64% Reduced
80
Fred Alger Management
Fred Alger Management
New York
$191M +$40.8M 1 0.55% Increased
81
Putnam Investments
Putnam Investments
Massachusetts
$189M +$51.8M 1 0.37% Increased
82
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$183M +$2.96M 2 1% Increased
83
Citadel Advisors
Citadel Advisors
Florida
$175M +$61.5M 4 0.05% Increased
84
Canada Life
Canada Life
Manitoba, Canada
$173M -$1.22M 4 0.38% Reduced
85
AQR Capital Management
AQR Capital Management
Connecticut
$170M +$18M 4 0.29% Increased
86
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$169M +$36.7M 1 0.96% Increased
87
Aperio Group
Aperio Group
California
$168M +$7.74M 4 0.57% Increased
88
HCM
Hitchwood Capital Management
New York
$161M $0 1 4.26% Maintained
89
Asset Management One
Asset Management One
Japan
$154M -$3.39M 1 0.71% Reduced
90
Boston Partners
Boston Partners
Massachusetts
$153M -$3.31M 1 0.28% Reduced
91
OPFM
Optimus Prime Fund Management
Cayman Islands
$148M -$301M 1 21.29% Reduced
92
Raymond James & Associates
Raymond James & Associates
Florida
$148M -$19.2M 4 0.18% Reduced
93
LPL Financial
LPL Financial
California
$148M +$15.2M 3 0.23% Increased
94
Summit Partners Public Asset Management
Summit Partners Public Asset Management
Massachusetts
$146M -$21.3M 1 7.31% Reduced
95
Capital International
Capital International
California
$144M +$18.9M 1 9.78% Increased
96
Los Angeles Capital Management
Los Angeles Capital Management
California
$142M -$35M 1 0.65% Reduced
97
Capital Research Global Investors
Capital Research Global Investors
California
$140M +$20.9K 1 0.04% Increased
98
Hyperion Asset Management
Hyperion Asset Management
Australia
$139M -$46.5M 1 14.11% Reduced
99
STRS Ohio
STRS Ohio
Ohio
$137M -$14.3M 3 0.57% Reduced
100
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$133M +$499K 1 1.01% Increased