← 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
101
MTB
Mizuho Trust & Banking
Japan
$27M +$610K 1 0.1% Increased
102
PFU
Parus Finance (UK)
United Kingdom
$26.2M +$7.21M 1 5.47% Increased
103
OIM
Oceanic Investment Management
Isle Of Man
$26.1M +$11.8M 1 6.27% Increased
104
AAP
Ardsley Advisory Partners
Connecticut
$23.7M -$35.5M 4 3.03% Reduced
105
ICM
IronBridge Capital Management
Illinois
$23.7M -$6.26M 1 0.58% Reduced
106
AllianceBernstein
AllianceBernstein
Tennessee
$23.7M +$347K 3 0.02% Increased
107
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$23.3M +$848K 3 0.07% Increased
108
Paradigm Capital Management Inc
Paradigm Capital Management Inc
New York
$22.6M +$1.79M 1 1.68% Increased
109
FMA
Fiduciary Management Associates
Illinois
$22.3M +$640K 1 1.48% Increased
110
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$22.2M +$2.7M 2 0.08% Increased
111
BlackRock Investment Management
BlackRock Investment Management
Delaware
$21.7M +$176K 3 0.03% Increased
112
BlackRock Japan
BlackRock Japan
Japan
$21.6M -$2.68M 2 0.1% Reduced
113
Ruffer LLP
Ruffer LLP
United Kingdom
$21.6M +$16.6M 1 0.7% Increased
114
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$20.6M -$282K 1 0.42% Reduced
115
VanEck Associates
VanEck Associates
New York
$20.5M +$1.32M 4 0.09% Increased
116
NIMC
NWQ Investment Management Company
California
$20.4M +$1.73M 1 0.21% Increased
117
Swiss National Bank
Swiss National Bank
Switzerland
$20M -$1.41M 3 0.07% Reduced
118
Fred Alger Management
Fred Alger Management
New York
$20M -$1.59M 1 0.1% Reduced
119
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$19.9M -$921K 3 0.04% Reduced
120
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$19.1M -$2.3B 3 0.02% Reduced
121
APG Asset Management
APG Asset Management
Netherlands
$18.1M +$6.11M 1 0.04% Increased
122
CCM
Contrarian Capital Management
Connecticut
$17.8M +$2.51M 1 5.53% Increased
123
UBS O'Connor
UBS O'Connor
Illinois
$17.3M +$11.6M 2 0.11% Increased
124
FA
Friess Associates
Delaware
$17.3M +$17.1M 1 1.41% New
125
T
TOBAM
France
$17.2M -$12M 1 0.76% Reduced