← 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
Westfield Capital Management
Westfield Capital Management
Massachusetts
$111M +$29M 2 0.87% Increased
177
Capital International Inc
Capital International Inc
California
$110M -$37.3M 1 1.53% Reduced
178
Xponance
Xponance
Pennsylvania
$107M -$2.47M 2 2.15% Reduced
179
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$107M +$1.54M 1 1.71% Increased
180
Stifel Financial
Stifel Financial
Missouri
$105M +$1.43M 4 0.16% Increased
181
Candriam SCA
Candriam SCA
Luxembourg
$105M +$12.3M 2 0.86% Increased
182
PineBridge Investments
PineBridge Investments
New York
$102M +$12.3M 1 1.29% Increased
183
Utah Retirement Systems
Utah Retirement Systems
Utah
$102M +$2.2M 1 1.63% Increased
184
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$101M +$4.02M 1 1.79% Increased
185
SoftBank Group
SoftBank Group
Japan
$101M $0 1 1.29% Maintained
186
IFM Investors
IFM Investors
Australia
$101M +$10.6M 1 1.77% Increased
187
Guggenheim Capital
Guggenheim Capital
Illinois
$98.2M -$13.3M 3 0.78% Reduced
188
Lazard Asset Management
Lazard Asset Management
New York
$97.5M -$8.71M 3 0.13% Reduced
189
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$96.7M +$2.38M 3 0.53% Increased
190
GCM
Goldstream Capital Management
Hong Kong
$94.1M -$131M 1 82.06% Reduced
191
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$92.9M -$88.7M 1 0.26% Reduced
192
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$92.7M +$4.58M 2 1.13% Increased
193
Pathstone Family Office
Pathstone Family Office
New Jersey
$91.9M +$9.17M 5 2.02% Increased
194
EARNEST Partners
EARNEST Partners
Georgia
$91.2M -$3.24M 2 0.61% Reduced
195
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management
California
$89.8M +$4.15M 1 8.52% Increased
196
New York Life Investment Management
New York Life Investment Management
New York
$89.7M +$109M 2 1.04% New
197
Daiwa Securities Group
Daiwa Securities Group
Japan
$88.9M +$6.67M 4 0.68% Increased
198
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$88.7M -$273M 2 0.21% Reduced
199
Comerica Bank
Comerica Bank
Texas
$86.4M +$3.61M 2 0.71% Increased
200
HA
HHLR Advisors
Cayman Islands
$86M +$72.6M 2 1.84% New