← 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
126
MTCM
Mint Tower Capital Management
Netherlands
$152M +$171M 1 14.51% New
127
Boston Partners
Boston Partners
Massachusetts
$151M -$28.2M 1 0.2% Reduced
128
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$149M +$3.46M 1 1.36% Increased
129
Baird Financial Group
Baird Financial Group
Wisconsin
$148M -$7.42M 3 0.41% Reduced
130
NC
Nightview Capital
Texas
$145M -$28.2M 1 38.66% Reduced
131
Arizona State Retirement System
Arizona State Retirement System
Arizona
$144M -$1.09M 3 1.26% Reduced
132
NAH
Neumann Advisory (HK)
Hong Kong
$144M +$340K 1 25.35% Increased
133
Swedbank
Swedbank
Sweden
$143M +$16.7M 2 0.3% Increased
134
William Blair Investment Management
William Blair Investment Management
Illinois
$141M -$5.7M 1 0.46% Reduced
135
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$141M +$131M 1 1.53% Increased
136
Marshall Wace North America
Marshall Wace North America
New York
$137M +$63.4M 4 0.57% Increased
137
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$137M +$4.45M 4 0.18% Increased
138
Nordea Investment Management
Nordea Investment Management
Sweden
$135M -$908K 1 0.2% Reduced
139
AWA
Artemis Wealth Advisors
New York
$134M -$14.6M 1 21.01% Reduced
140
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$132M -$1.76M 2 0.83% Reduced
141
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$130M +$392K 2 0.73% Increased
142
HighTower Advisors
HighTower Advisors
Illinois
$130M +$940K 3 0.41% Increased
143
Guggenheim Capital
Guggenheim Capital
Illinois
$130M -$17.2M 3 0.86% Reduced
144
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$130M +$1.53M 2 0.82% Increased
145
BRF
B. Riley Financial
California
$129M $0 1 14.34% Maintained
146
MetLife Investment Management
MetLife Investment Management
New Jersey
$126M -$1.22M 3 1.15% Reduced
147
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$123M -$11.3M 5 0.73% Reduced
148
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$121M +$7.96M 2 1.44% Increased
149
Lazard Asset Management
Lazard Asset Management
New York
$121M +$3.96M 3 0.15% Increased
150
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$120M +$33.5M 2 0.56% Increased