← 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
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$137M +$15.3M 1 1.28% Increased
202
Pathstone Family Office
Pathstone Family Office
New Jersey
$135M +$74.8M 4 3.15% Increased
203
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$135M $0 1 1.61% Maintained
204
Artisan Partners
Artisan Partners
Wisconsin
$135M +$117M 1 0.18% New
205
MSL
Mackay Shields LLC
New York
$130M -$1.11M 1 1.14% Reduced
206
Yousif Capital Management
Yousif Capital Management
Michigan
$129M -$914K 2 1.4% Reduced
207
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$124M -$488M 1 0.34% Reduced
208
Mutual of America Capital Management
Mutual of America Capital Management
New York
$123M +$4.04M 2 1.31% Increased
209
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$122M +$9.34M 3 1.21% Increased
210
Squarepoint
Squarepoint
New York
$121M +$23.6M 11 0.52% Increased
211
Nissay Asset Management
Nissay Asset Management
Japan
$120M +$2.31M 1 1.05% Increased
212
TPSF
Texas Permanent School Fund
Texas
$119M -$3.46M 2 1.62% Reduced
213
EARNEST Partners
EARNEST Partners
Georgia
$119M -$3.05M 2 0.71% Reduced
214
HCM
Hitchwood Capital Management
New York
$119M $0 1 8.9% Maintained
215
Personal Capital Advisors
Personal Capital Advisors
California
$118M +$367K 1 0.55% Increased
216
Federated Hermes
Federated Hermes
Pennsylvania
$117M -$12.2M 3 0.26% Reduced
217
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$116M +$5.66M 8 0.1% Increased
218
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$116M +$21.9M 7 0.52% Increased
219
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$116M +$654K 1 1.56% Increased
220
Fidelity International
Fidelity International
Bermuda
$115M +$16.5M 2 0.12% Increased
221
Swiss Life Asset Management
Swiss Life Asset Management
$112M -$3.58M 1 1.57% Reduced
222
Man Group
Man Group
United Kingdom
$111M -$1.67M 7 0.39% Reduced
223
Marsico Capital Management
Marsico Capital Management
Colorado
$111M -$9.8M 1 3.86% Reduced
224
1832 Asset Management
1832 Asset Management
Ontario, Canada
$109M +$82.4M 1 0.16% Increased
225
Comerica Bank
Comerica Bank
Texas
$109M -$1.3M 2 0.79% Reduced