← 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
Capital International
Capital International
California
$184M -$49.9M 1 9.37% Reduced
177
Axiom Investors
Axiom Investors
Connecticut
$184M +$17.7M 1 3.38% Increased
178
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$184M -$4.2M 1 1.62% Reduced
179
Viking Global Investors
Viking Global Investors
Connecticut
$184M -$211M 1 0.53% Reduced
180
Lazard Asset Management
Lazard Asset Management
New York
$183M -$35.9M 2 0.19% Reduced
181
GIM
Growth Interface Management
Florida
$177M -$2.52M 1 18.56% Reduced
182
Daiwa Securities Group
Daiwa Securities Group
Japan
$168M -$1.4M 5 0.99% Reduced
183
Candriam SCA
Candriam SCA
Luxembourg
$167M +$9.24M 2 1.07% Increased
184
Xponance
Xponance
Pennsylvania
$162M +$12.7M 2 2.54% Increased
185
Stifel Financial
Stifel Financial
Missouri
$161M +$6.91M 5 0.21% Increased
186
PineBridge Investments
PineBridge Investments
New York
$160M +$26.5M 1 1.64% Increased
187
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$160M +$7.75M 5 0.72% Increased
188
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$159M -$5.46M 4 0.58% Reduced
189
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$158M -$4.15M 3 0.29% Reduced
190
Utah Retirement Systems
Utah Retirement Systems
Utah
$155M +$2.71M 1 1.92% Increased
191
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$153M +$2.47M 2 0.63% Increased
192
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$151M +$8.61M 1 0.75% Increased
193
Federated Hermes
Federated Hermes
Pennsylvania
$149M +$122M 5 0.28% Increased
194
Two Sigma Investments
Two Sigma Investments
New York
$148M +$136M 5 0.32% Increased
195
Calamos Advisors
Calamos Advisors
Illinois
$148M +$14M 1 0.55% Increased
196
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$148M -$23.3M 1 2.09% Reduced
197
D1 Capital Partners
D1 Capital Partners
New York
$148M +$140M 1 0.89% New
198
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$139M -$1.79M 6 1.89% Reduced
199
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$137M -$50M 2 1.51% Reduced
200
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$137M -$4.44M 2 1.32% Reduced