← 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
NC
Nightview Capital
Texas
$151M $0 1 43.69% Maintained
152
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$148M +$1.09M 3 0.73% Increased
153
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$146M -$1.34M 4 0.89% Reduced
154
MetLife Investment Management
MetLife Investment Management
New Jersey
$146M +$3.26M 5 1.31% Increased
155
Daiwa Securities Group
Daiwa Securities Group
Japan
$144M +$13.5M 4 0.95% Increased
156
Amalgamated Bank
Amalgamated Bank
New York
$142M -$393K 4 1.2% Reduced
157
DnB Asset Management
DnB Asset Management
Norway
$140M +$24.1M 3 0.91% Increased
158
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$140M -$1.28M 2 1.6% Reduced
159
Caxton Associates (New York)
Caxton Associates (New York)
New York
$138M +$67.4M 1 15.25% Increased
160
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$138M +$4.06M 1 1.27% Increased
161
USS Investment Management
USS Investment Management
United Kingdom
$136M +$3.84M 1 1.15% Increased
162
Första AP-fonden
Första AP-fonden
Sweden
$135M +$2.75M 1 1.54% Increased
163
Envestnet Asset Management
Envestnet Asset Management
Illinois
$135M +$12M 6 0.07% Increased
164
GIM
Growth Interface Management
Florida
$132M -$706K 1 14.51% Reduced
165
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$131M +$11.3M 1 0.75% Increased
166
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$127M +$4.72M 1 1.63% Increased
167
EARNEST Partners
EARNEST Partners
Georgia
$124M -$3.82M 2 0.76% Reduced
168
Axiom Investors
Axiom Investors
Connecticut
$121M -$11M 1 2% Reduced
169
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$121M +$5.67M 1 0.49% Increased
170
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$120M +$105M 4 0.29% Increased
171
Vontobel Holding
Vontobel Holding
Switzerland
$120M -$2.99M 4 1.05% Reduced
172
William Blair Investment Management
William Blair Investment Management
Illinois
$119M -$6.35M 1 0.34% Reduced
173
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$119M +$2.76M 3 0.24% Increased
174
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$117M +$6.56M 1 0.69% Increased
175
M&G Investment Management
M&G Investment Management
United Kingdom
$117M +$10.3M 4 0.28% Increased