← 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
201
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$89.5M -$151M 2 0.1% Reduced
202
Shelton Capital Management
Shelton Capital Management
Colorado
$88.5M +$3.84M 3 3.46% Increased
203
KBC Group
KBC Group
Belgium
$88.1M +$3.11M 4 0.32% Increased
204
SCC
Spring Creek Capital
Kansas
$86.9M +$57.9M 3 4.23% Increased
205
BRF
B. Riley Financial
California
$86.7M -$5.23M 1 10.97% Reduced
206
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$86.1M -$269K 2 0.8% Reduced
207
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$86.1M $0 1 1% Maintained
208
HCM
Hitchwood Capital Management
New York
$85.3M $0 1 2.46% Maintained
209
Mutual of America Capital Management
Mutual of America Capital Management
New York
$85.3M +$4.12M 2 0.85% Increased
210
Personal Capital Advisors
Personal Capital Advisors
California
$84.7M +$1.51M 1 0.43% Increased
211
IFM Investors
IFM Investors
Australia
$84.5M +$5.02M 1 1.75% Increased
212
Mariner
Mariner
Kansas
$84M +$4.13M 1 0.44% Increased
213
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$83M +$27.8M 1 0.18% Increased
214
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$82.9M +$75.5M 1 0.34% New
215
Nissay Asset Management
Nissay Asset Management
Japan
$81.3M +$6.1M 1 0.69% Increased
216
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$80.7M +$2.15M 6 0.07% Increased
217
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$80.4M +$3.6M 3 0.94% Increased
218
Ilmarinen Mutual Pension Insurance
Ilmarinen Mutual Pension Insurance
Finland
$77.5M $0 1 0.83% Maintained
219
OCM
Ogborne Capital Management
California
$77.5M +$17.7M 1 31.34% Increased
220
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$77.4M -$8.67M 2 0.4% Reduced
221
Private Advisor Group
Private Advisor Group
New Jersey
$75.6M +$17.9M 1 0.48% Increased
222
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$75M +$6.99M 1 0.77% Increased
223
Marshall Wace North America
Marshall Wace North America
New York
$74.7M -$64.7M 1 0.32% Reduced
224
VanEck Associates
VanEck Associates
New York
$74.2M +$9.07M 6 0.19% Increased
225
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$72.6M +$2.87M 2 1.75% Increased