← 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
Millennium Management
Millennium Management
New York
$362M +$292M 10 0.15% Increased
77
Korea Investment Corp
Korea Investment Corp
South Korea
$360M -$41.8M 1 0.91% Reduced
78
Allianz Asset Management
Allianz Asset Management
Germany
$352M +$49.7M 4 0.54% Increased
79
Victory Capital Management
Victory Capital Management
Texas
$349M -$77.7M 7 0.34% Reduced
80
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$338M -$46.7M 1 0.77% Reduced
81
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$328M -$49.8M 8 0.3% Reduced
82
Hyperion Asset Management
Hyperion Asset Management
Australia
$323M +$86.2M 1 13.57% Increased
83
Renaissance Technologies
Renaissance Technologies
New York
$322M -$148M 5 0.51% Reduced
84
Danske Bank
Danske Bank
Denmark
$317M +$352M 2 1% New
85
Mariner
Mariner
Kansas
$290M -$80.1M 5 0.6% Reduced
86
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$290M +$2.09M 2 0.88% Increased
87
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$289M +$528K 4 0.76% Increased
88
Chevy Chase Trust
Chevy Chase Trust
Maryland
$271M -$2M 1 0.89% Reduced
89
Rafferty Asset Management
Rafferty Asset Management
New York
$253M +$60.2M 2 0.94% Increased
90
GGHC
Gilder Gagnon Howe & Co
New York
$250M -$31.4M 1 3.13% Reduced
91
TD Asset Management
TD Asset Management
Ontario, Canada
$250M -$30.9M 1 0.23% Reduced
92
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$249M +$275M 1 1.38% Increased
93
Aviva
Aviva
United Kingdom
$247M -$470K 1 0.81% Reduced
94
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$244M +$26.5M 2 0.49% Increased
95
Natixis
Natixis
France
$239M +$66.8M 3 1.24% Increased
96
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$239M -$20.3M 4 0.93% Reduced
97
ClearBridge Investments
ClearBridge Investments
New York
$236M +$803K 3 0.19% Increased
98
Citadel Advisors
Citadel Advisors
Florida
$235M +$136M 12 0.05% Increased
99
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$224M -$18.2M 7 0.78% Reduced
100
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$223M +$750K 1 0.98% Increased