← 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
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$135M +$36M 5 1.01% Increased
127
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$133M -$4.71M 1 0.9% Reduced
128
SDH
Sloy Dahl & Holst
Washington
$132M +$8.09M 1 46.11% Increased
129
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$132M -$9.09M 2 0.61% Reduced
130
Asset Management One
Asset Management One
Japan
$131M -$7.1M 1 0.64% Reduced
131
PCM
Prime Capital Management
Hong Kong
$127M +$139M 1 51.1% Increased
132
STRS Ohio
STRS Ohio
Ohio
$127M -$19.9M 5 0.57% Reduced
133
Candriam SCA
Candriam SCA
Luxembourg
$123M +$31.4M 2 0.83% Increased
134
CIBC World Markets
CIBC World Markets
New York
$122M +$103M 1 0.82% Increased
135
AQR Capital Management
AQR Capital Management
Connecticut
$121M -$112M 5 0.28% Reduced
136
INTECH Investment Management
INTECH Investment Management
Florida
$120M +$78.5M 1 0.9% Increased
137
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$118M +$112M 1 0.21% Increased
138
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$117M +$36M 1 0.36% Increased
139
SG Americas Securities
SG Americas Securities
New York
$116M +$150M 7 1.42% Increased
140
Man Group
Man Group
United Kingdom
$115M +$25.3M 4 0.41% Increased
141
Raymond James & Associates
Raymond James & Associates
Florida
$113M -$2.6M 5 0.1% Reduced
142
EARNEST Partners
EARNEST Partners
Georgia
$113M -$31.4K 2 0.69% Reduced
143
Panagora Asset Management
Panagora Asset Management
Massachusetts
$112M -$1.18M 1 0.74% Reduced
144
Royal London Asset Management
Royal London Asset Management
United Kingdom
$112M +$8.56M 1 0.5% Increased
145
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$112M +$38.3M 1 0.4% Increased
146
Osaic Holdings
Osaic Holdings
Arizona
$112M +$15.5M 14 0.23% Increased
147
AIG
American International Group
New York
$111M -$1.27M 8 0.78% Reduced
148
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$110M +$1.22M 4 0.27% Increased
149
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$110M +$110M 5 0.63% Increased
150
YRHAM
Yong Rong (HK) Asset Management
Hong Kong
$110M +$169M 1 69.09% New