← 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
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$295M +$2.92M 5 0.68% Increased
127
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$294M +$24.5M 5 1.45% Increased
128
MetLife Investment Management
MetLife Investment Management
New Jersey
$291M +$81.1M 5 1.89% Increased
129
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$282M -$208M 1 0.38% Reduced
130
SEI Investments
SEI Investments
Pennsylvania
$282M +$53.6M 5 0.57% Increased
131
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$272M +$42.5M 4 1.6% Increased
132
Two Sigma Investments
Two Sigma Investments
New York
$269M +$104M 4 0.79% Increased
133
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$269M +$24.8M 1 0.63% Increased
134
Creative Planning
Creative Planning
Kansas
$268M +$14M 5 0.41% Increased
135
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$265M -$41.4M 1 0.62% Reduced
136
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
$263M -$737M 1 3.26% Reduced
137
Swedbank
Swedbank
Sweden
$262M +$21.6M 3 0.49% Increased
138
Osaic Holdings
Osaic Holdings
Arizona
$258M +$12M 13 0.5% Increased
139
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
$255M +$130M 15 2.44% Increased
140
Arizona State Retirement System
Arizona State Retirement System
Arizona
$254M +$3.67M 5 2.05% Increased
141
Nordea Investment Management
Nordea Investment Management
Sweden
$254M -$3.1M 1 0.32% Reduced
142
HighTower Advisors
HighTower Advisors
Illinois
$254M -$2.38M 4 0.57% Reduced
143
Nomura Asset Management
Nomura Asset Management
Japan
$253M +$12.7M 4 1.38% Increased
144
Macquarie Group
Macquarie Group
Australia
$249M +$18M 3 0.19% Increased
145
Amalgamated Bank
Amalgamated Bank
New York
$242M +$15.6M 6 1.88% Increased
146
Amalgamated Financial
Amalgamated Financial
New York
$242M +$211M 6 1.93% New
147
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$241M +$10.6M 3 0.32% Increased
148
National Bank of Canada
National Bank of Canada
Quebec, Canada
$240M -$322M 6 0.71% Reduced
149
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$239M +$8.6M 1 2.36% Increased
150
Envestnet Asset Management
Envestnet Asset Management
Illinois
$238M +$22.9M 6 0.12% Increased