← 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
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$252M -$36.6M 2 1.13% Reduced
127
AQR Capital Management
AQR Capital Management
Connecticut
$249M +$4.05M 6 0.53% Increased
128
UniSuper Management
UniSuper Management
Australia
$240M +$183M 1 2.72% New
129
Fred Alger Management
Fred Alger Management
New York
$238M -$42.9M 1 1.22% Reduced
130
CIBC World Market
CIBC World Market
Ontario, Canada
$236M +$105M 1 0.75% Increased
131
Citadel Advisors
Citadel Advisors
Florida
$235M +$9.58M 11 0.05% Increased
132
AIG
American International Group
New York
$234M +$2.63M 10 1.43% Increased
133
Rafferty Asset Management
Rafferty Asset Management
New York
$234M -$599K 2 1.32% Reduced
134
Panagora Asset Management
Panagora Asset Management
Massachusetts
$232M +$5.37M 2 1.37% Increased
135
Envestnet Asset Management
Envestnet Asset Management
Illinois
$229M +$2.11M 5 0.1% Increased
136
HighTower Advisors
HighTower Advisors
Illinois
$227M +$25.6M 6 0.45% Increased
137
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$224M +$51M 1 2.09% Increased
138
Macquarie Group
Macquarie Group
Australia
$217M -$12.6M 4 0.25% Reduced
139
MetLife Investment Management
MetLife Investment Management
New Jersey
$217M +$1.23M 8 1.58% Increased
140
Arizona State Retirement System
Arizona State Retirement System
Arizona
$216M +$16.5M 6 1.75% Increased
141
Creative Planning
Creative Planning
Kansas
$210M +$810K 5 0.28% Increased
142
DnB Asset Management
DnB Asset Management
Norway
$209M +$5.26M 4 1.2% Increased
143
National Bank of Canada
National Bank of Canada
Quebec, Canada
$207M +$45.7M 6 0.38% Increased
144
Group One Trading
Group One Trading
Illinois
$206M +$73.2M 7 0.66% Increased
145
Nordea Investment Management
Nordea Investment Management
Sweden
$204M +$1.4M 2 0.28% Increased
146
Natixis
Natixis
France
$202M +$71.6M 2 1.64% Increased
147
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$202M +$464K 5 1.33% Increased
148
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$201M +$153M 1 1.85% New
149
Corient Private Wealth
Corient Private Wealth
Florida
$197M +$28.9M 3 0.45% Increased
150
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$195M +$422K 2 1.2% Increased