← 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
AustralianSuper
AustralianSuper
Australia
$211M +$182M 1 1.05% Increased
152
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$210M +$37.5M 4 0.83% Increased
153
Millennium Management
Millennium Management
New York
$207M +$32.3M 12 0.1% Increased
154
DnB Asset Management
DnB Asset Management
Norway
$207M -$13.7M 5 0.93% Reduced
155
Storebrand Asset Management
Storebrand Asset Management
Norway
$203M +$10.4M 5 0.64% Increased
156
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$199M -$978K 2 0.99% Reduced
157
Castle Hook Partners
Castle Hook Partners
New York
$196M +$26.6M 1 3.67% Increased
158
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$196M +$79.6M 3 0.78% Increased
159
Belvedere Trading
Belvedere Trading
Illinois
$195M +$15.1M 2 0.26% Increased
160
Första AP-fonden
Första AP-fonden
Sweden
$192M +$17.1M 1 1.48% Increased
161
Cardano Risk Management
Cardano Risk Management
Netherlands
$191M +$3.1M 1 3.38% Increased
162
Fred Alger Management
Fred Alger Management
New York
$190M +$106M 2 0.92% Increased
163
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$190M +$9.68M 1 0.61% Increased
164
Calamos Advisors
Calamos Advisors
Illinois
$189M -$2.4M 1 0.82% Reduced
165
Osaic Holdings
Osaic Holdings
Arizona
$186M -$13.7M 14 0.42% Reduced
166
CIM
Contrarius Investment Management
Jersey
$183M -$32.1M 1 10.39% Reduced
167
Xponance
Xponance
Pennsylvania
$181M +$4.52M 2 1.75% Increased
168
Truist Financial
Truist Financial
North Carolina
$181M +$13.7M 1 0.28% Increased
169
NAH
Neumann Advisory (HK)
Hong Kong
$176M $0 1 71.32% Maintained
170
Altimeter Capital Management
Altimeter Capital Management
Massachusetts
$173M +$151M 1 2.57% New
171
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$171M -$2.34M 3 0.54% Reduced
172
TC
Tairen Capital
Hong Kong
$164M +$149M 1 5.8% New
173
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$161M +$3.13M 4 0.21% Increased
174
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$159M -$1.25M 2 1% Reduced
175
Stifel Financial
Stifel Financial
Missouri
$155M +$5.37M 6 0.16% Increased