← 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
TA
Trivest Advisors
Hong Kong
$86M +$28.3M 1 18.62% Increased
202
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$85.5M -$55.9M 1 0.72% Reduced
203
Fidelity International
Fidelity International
Bermuda
$84.7M +$15.5M 2 0.1% Increased
204
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$84.2M $0 1 1.2% Maintained
205
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$83.8M +$8.39M 3 0.9% Increased
206
Rockefeller Capital Management
Rockefeller Capital Management
New York
$83.2M +$48.7M 10 0.44% Increased
207
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$82M +$11.2M 7 0.48% Increased
208
Allspring Global Investments
Allspring Global Investments
North Carolina
$81.9M -$52M 5 0.14% Reduced
209
Yousif Capital Management
Yousif Capital Management
Michigan
$81.3M +$443K 2 1.07% Increased
210
SCM
Scopia Capital Management
New York
$80.4M +$5.21M 1 8.67% Increased
211
Shelton Capital Management
Shelton Capital Management
Colorado
$79.8M +$328K 3 3.59% Increased
212
Capital International Sarl
Capital International Sarl
California
$79.7M -$10.1M 1 6.39% Reduced
213
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$79.6M -$37.1M 1 1% Reduced
214
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$79.4M +$13.7M 3 0.36% Increased
215
Mutual of America Capital Management
Mutual of America Capital Management
New York
$79.1M +$2M 2 1.01% Increased
216
CloudAlpha Capital Management
CloudAlpha Capital Management
Hong Kong
$78.7M +$34.4M 1 10.16% Increased
217
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$77.7M +$6.13M 9 0.08% Increased
218
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$76.7M -$30.2M 10 0.34% Reduced
219
TPSF
Texas Permanent School Fund
Texas
$76.4M +$1.88M 2 1.22% Increased
220
Nissay Asset Management
Nissay Asset Management
Japan
$75.3M +$235K 1 0.75% Increased
221
Neuberger Berman Group
Neuberger Berman Group
New York
$74.9M +$10.5M 2 0.08% Increased
222
HCM
Hitchwood Capital Management
New York
$74.1M $0 1 14.71% Maintained
223
Atreides Management
Atreides Management
Massachusetts
$73.3M +$47.9M 1 2.73% Increased
224
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$72.7M +$573K 1 1.19% Increased
225
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$72.4M -$19.6M 2 0.19% Reduced