← 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
NAH
Neumann Advisory (HK)
Hong Kong
$142M +$2.18M 1 62.32% Increased
152
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$141M +$87.8M 8 1.35% Increased
153
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$139M +$411K 1 1.7% Increased
154
Storebrand Asset Management
Storebrand Asset Management
Norway
$138M -$1.77M 5 0.7% Reduced
155
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$136M -$2.89M 1 0.54% Reduced
156
Första AP-fonden
Första AP-fonden
Sweden
$133M -$14.3M 1 1.57% Reduced
157
EARNEST Partners
EARNEST Partners
Georgia
$132M -$620K 2 0.77% Reduced
158
SEI Investments
SEI Investments
Pennsylvania
$132M +$28.5M 6 0.25% Increased
159
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$131M +$197K 2 0.29% Increased
160
Corient Private Wealth
Corient Private Wealth
Florida
$126M +$18.2M 3 0.34% Increased
161
Baird Financial Group
Baird Financial Group
Wisconsin
$126M -$1.68M 6 0.31% Reduced
162
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria
Spain
$126M +$6.01M 2 1.57% Increased
163
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$124M +$3.58M 1 1.28% Increased
164
Xponance
Xponance
Pennsylvania
$123M +$1.19M 2 1.8% Increased
165
TPSF
Texas Permanent School Fund
Texas
$120M +$32.1M 2 1.19% Increased
166
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$119M -$192K 5 0.93% Reduced
167
Westfield Capital Management
Westfield Capital Management
Massachusetts
$115M +$11.8M 1 0.81% Increased
168
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$114M +$5.29M 1 0.82% Increased
169
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$113M +$2.98M 6 0.21% Increased
170
Clear Street
Clear Street
New York
$112M -$285M 2 3.98% Reduced
171
Guggenheim Capital
Guggenheim Capital
Illinois
$111M +$8.38M 2 0.93% Increased
172
CIBC World Markets
CIBC World Markets
New York
$110M -$79.8M 1 1.79% Reduced
173
National Bank of Canada
National Bank of Canada
Quebec, Canada
$109M +$28.8M 4 0.27% Increased
174
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$107M +$7.42M 5 0.52% Increased
175
Lazard Asset Management
Lazard Asset Management
New York
$106M +$6.55M 4 0.14% Increased