← 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
$111M +$116M 1 1.25% New
202
Pathstone Family Office
Pathstone Family Office
New Jersey
$110M +$908K 5 2.09% Increased
203
Two Sigma Investments
Two Sigma Investments
New York
$106M +$110M 5 0.36% Increased
204
GCM
Goldstream Capital Management
Hong Kong
$105M -$6.12M 1 81.41% Reduced
205
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management
California
$105M -$786K 1 9.78% Reduced
206
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$105M +$6.34M 3 1.05% Increased
207
Capital International Sarl
Capital International Sarl
California
$104M +$10.6M 1 8.42% Increased
208
National Bank of Canada
National Bank of Canada
Quebec, Canada
$103M +$46.5M 5 0.55% Increased
209
TPSF
Texas Permanent School Fund
Texas
$102M +$12.4M 2 1.63% Increased
210
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$100M +$8.71M 9 0.1% Increased
211
Mutual of America Capital Management
Mutual of America Capital Management
New York
$99.7M +$6.95M 2 1.35% Increased
212
Yousif Capital Management
Yousif Capital Management
Michigan
$98.8M +$3.15M 2 1.4% Increased
213
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$97.9M -$90.6M 2 0.17% Reduced
214
SB Investment Advisers (UK)
SB Investment Advisers (UK)
United Kingdom
$97.9M $0 1 0.75% Maintained
215
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$94.7M -$5.03M 1 1.44% Reduced
216
Clear Street
Clear Street
New York
$94.2M -$148M 2 2.19% Reduced
217
Capital International Inc
Capital International Inc
California
$93.4M -$39.2M 1 2.09% Reduced
218
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$92.7M +$2.17M 3 0.4% Increased
219
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$92.5M +$7.33M 2 0.24% Increased
220
Nissay Asset Management
Nissay Asset Management
Japan
$92.4M +$3.62M 1 0.97% Increased
221
Personal Capital Advisors
Personal Capital Advisors
California
$90.4M +$8.99M 1 0.49% Increased
222
Swiss Life Asset Management
Swiss Life Asset Management
$89.8M +$4.97M 1 1.55% Increased
223
Neuberger Berman Group
Neuberger Berman Group
New York
$89.8M +$1.85M 2 0.09% Increased
224
EARNEST Partners
EARNEST Partners
Georgia
$89.2M -$891K 2 0.6% Reduced
225
Summit Partners Public Asset Management
Summit Partners Public Asset Management
Massachusetts
$87.6M +$57.3M 2 4.51% Increased