← 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
151
Amalgamated Bank
Amalgamated Bank
New York
$126M +$89.9M 4 1.01% Increased
152
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$125M +$255K 5 0.7% Increased
153
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$125M -$7.3M 2 0.69% Reduced
154
Two Sigma Investments
Two Sigma Investments
New York
$124M -$38.2M 2 0.28% Reduced
155
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$124M +$553K 2 1.39% Increased
156
Lazard Asset Management
Lazard Asset Management
New York
$119M -$4.11M 2 0.13% Reduced
157
Candriam SCA
Candriam SCA
Luxembourg
$119M -$2.88M 2 0.81% Reduced
158
TA
Trivest Advisors
Hong Kong
$119M +$42.7M 1 12.13% Increased
159
BRF
B. Riley Financial
California
$117M $0 1 15.46% Maintained
160
WAM
WT Asset Management
Hong Kong
$117M +$112M 1 19.86% New
161
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$117M -$33.3M 1 1.07% Reduced
162
Axiom Investors
Axiom Investors
Connecticut
$117M -$214K 1 1.88% Reduced
163
GIM
Growth Interface Management
Florida
$116M +$27.2M 1 11.77% Increased
164
Första AP-fonden
Första AP-fonden
Sweden
$116M +$8.47M 1 1.37% Increased
165
USS Investment Management
USS Investment Management
United Kingdom
$116M $0 1 0.92% Maintained
166
Vontobel Holding
Vontobel Holding
Switzerland
$114M +$31.7M 4 0.99% Increased
167
EIM
Elephas Investment Management
Hong Kong
$114M -$81.5M 1 31.08% Reduced
168
Envestnet Asset Management
Envestnet Asset Management
Illinois
$110M +$10.3M 5 0.06% Increased
169
DnB Asset Management
DnB Asset Management
Norway
$109M +$7.12M 2 0.72% Increased
170
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$106M +$1.69M 1 1.35% Increased
171
SEI Investments
SEI Investments
Pennsylvania
$106M -$4.86M 5 0.24% Reduced
172
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$105M +$2.85M 8 0.5% Increased
173
MTCM
Mint Tower Capital Management
Netherlands
$104M -$48.1M 1 7.38% Reduced
174
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$104M +$30.8M 1 0.62% Increased
175
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$102M +$1.09M 3 0.21% Increased