← 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
Credit Agricole
Credit Agricole
France
$21.9M +$15.8M 1 0.11% Increased
102
BlackRock Investment Management
BlackRock Investment Management
Delaware
$20.9M -$310K 3 0.03% Reduced
103
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$20.6M -$15.3M 2 0.09% Reduced
104
NFA
Nationwide Fund Advisors
Ohio
$20.5M +$2.64M 3 0.09% Increased
105
LCP
Lombardia Capital Partners
California
$20.2M +$1.92M 1 0.97% Increased
106
HSBC Holdings
HSBC Holdings
United Kingdom
$20.2M -$4.6M 2 0.05% Reduced
107
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$20.2M -$2.14M 3 0.04% Reduced
108
DS
Dudley & Shanley
Florida
$18.8M +$11.5K 1 4.17% Increased
109
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$18.6M -$5.51M 1 0.76% Reduced
110
Hood River Capital Management
Hood River Capital Management
Florida
$18.3M +$246K 1 2.54% Increased
111
BlackRock Advisors
BlackRock Advisors
Delaware
$18.1M -$53.4K 3 0.02% Reduced
112
PP
PDT Partners
New York
$18.1M -$10.8M 1 0.41% Reduced
113
Paradigm Capital Management Inc
Paradigm Capital Management Inc
New York
$18M +$260K 1 2.19% Increased
114
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$17.9M -$1.15M 2 0.11% Reduced
115
Principal Financial Group
Principal Financial Group
Iowa
$17.8M +$929K 2 0.03% Increased
116
BKBG
BHF Kleinwort Benson Group
Belgium
$17.7M +$1.1M 3 0.7% Increased
117
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$17.5M +$289K 1 0.34% Increased
118
Janus Henderson Group
Janus Henderson Group
$17.3M +$7.62M 1 0.15% Increased
119
Daiwa Securities Group
Daiwa Securities Group
Japan
$17.2M -$14.4M 1 0.12% Reduced
120
Ruffer LLP
Ruffer LLP
United Kingdom
$17.1M +$14.1M 1 0.73% Increased
121
STRS Ohio
STRS Ohio
Ohio
$16.3M +$167K 3 0.08% Increased
122
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$15.9M +$13.9M 1 0.1% Increased
123
DL
Delta Lloyd
Netherlands
$15.8M -$1.78M 2 0.5% Reduced
124
ZDA
Zweig-DiMenna Associates
New York
$15.5M -$7.83M 1 0.67% Reduced
125
NPIC
Neumeier Poma Investment Counsel
California
$15.4M -$1.53M 1 2.92% Reduced