← 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
176
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management
California
$99.6M -$1.06M 1 13.8% Reduced
177
TPSF
Texas Permanent School Fund
Texas
$97.2M +$68M 2 1.22% Increased
178
Storebrand Asset Management
Storebrand Asset Management
Norway
$96.1M -$10.5M 4 0.57% Reduced
179
Xponance
Xponance
Pennsylvania
$95.9M +$29.7M 2 2.09% Increased
180
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$95.1M -$2.01M 3 0.46% Reduced
181
Graham Capital Management
Graham Capital Management
Connecticut
$95M +$51.7M 1 3.49% Increased
182
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$93.1M -$11.3M 2 0.93% Reduced
183
MAM
Mark Asset Management
New York
$93.1M -$13.1M 1 11.15% Reduced
184
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$92.6M +$17.9M 1 0.44% Increased
185
TCM
Tao Capital Management
California
$91.7M -$23M 1 22.56% Reduced
186
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$91.7M -$27.2M 2 0.54% Reduced
187
Citadel Advisors
Citadel Advisors
Florida
$90.4M -$141M 7 0.02% Reduced
188
Simplex Trading
Simplex Trading
Illinois
$90.1M -$3.31M 4 0.12% Reduced
189
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$90M +$63.8M 2 1.02% Increased
190
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$89.1M -$1.36M 1 0.62% Reduced
191
Russell Investments Group
Russell Investments Group
United Kingdom
$88.3M +$2.27M 4 0.17% Increased
192
DnB Asset Management
DnB Asset Management
Norway
$88.3M +$10.7M 3 0.77% Increased
193
William Blair & Company
William Blair & Company
Illinois
$87.9M +$10M 3 0.32% Increased
194
Marshall Wace North America
Marshall Wace North America
New York
$86.6M -$15.1K 3 0.39% Reduced
195
Envestnet Asset Management
Envestnet Asset Management
Illinois
$84M +$16.7M 3 0.06% Increased
196
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$82.3M +$59.7M 1 0.5% New
197
VanEck Associates
VanEck Associates
New York
$81.9M +$28.5M 4 0.24% Increased
198
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$81.2M +$2.63M 2 1.29% Increased
199
SDH
Sloy Dahl & Holst
Washington
$80.3M -$97M 1 38.44% Reduced
200
Prudential plc
Prudential plc
United Kingdom
$79.9M +$57.3M 1 0.42% Increased