← 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
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$87.2M -$9.1M 1 0.7% Reduced
202
Westfield Capital Management
Westfield Capital Management
Massachusetts
$86.7M +$25.7M 1 0.43% Increased
203
Swiss Life Asset Management
Swiss Life Asset Management
$86.3M +$7.9M 2 1.02% Increased
204
SG Americas Securities
SG Americas Securities
New York
$84.2M -$47.1M 9 0.49% Reduced
205
New York Life Investment Management
New York Life Investment Management
New York
$84M +$56.8K 1 0.84% Increased
206
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$82.7M +$2.94M 7 0.06% Increased
207
Comerica Bank
Comerica Bank
Texas
$82.6M -$2.69M 6 0.34% Reduced
208
SEI Investments
SEI Investments
Pennsylvania
$82M -$19.7M 7 0.12% Reduced
209
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$81.2M +$23.3M 1 0.74% Increased
210
Walleye Capital
Walleye Capital
New York
$80.5M -$37.8M 4 0.14% Reduced
211
HB Wealth Management
HB Wealth Management
Georgia
$79.9M +$1.53M 2 0.93% Increased
212
Cresset Asset Management
Cresset Asset Management
Illinois
$79.4M +$13M 5 0.33% Increased
213
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$79.3M -$1.83M 3 0.33% Reduced
214
Lazard Asset Management
Lazard Asset Management
New York
$78.5M -$1.88M 4 0.1% Reduced
215
PineBridge Investments
PineBridge Investments
New York
$76.4M -$2.86M 1 0.62% Reduced
216
Yousif Capital Management
Yousif Capital Management
Michigan
$74.2M -$378K 2 0.84% Reduced
217
AAM
ACK Asset Management
Connecticut
$74M $0 1 9.13% Maintained
218
INTECH Investment Management
INTECH Investment Management
Florida
$73.1M -$74.1M 2 0.91% Reduced
219
Mutual of America Capital Management
Mutual of America Capital Management
New York
$71.7M -$2.43M 2 0.78% Reduced
220
Capital International Sarl
Capital International Sarl
California
$70.6M +$6.28M 1 2.16% Increased
221
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$70.1M -$11.3M 1 0.66% Reduced
222
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$69.4M +$223K 2 0.78% Increased
223
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$68.8M -$67M 2 0.13% Reduced
224
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$68.7M -$1.62M 2 0.62% Reduced
225
HCC
Hill City Capital
Massachusetts
$68.1M $0 1 4.89% Maintained