← 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
51	Fidelity International Hamilton, Bermuda	$141M	-$193M	2	0.23%	Reduced
52	Allianz Asset Management Munich, Germany	$140M	+$2.9M	2	0.19%	Increased
53	Schroder Investment Management Group London, United Kingdom	$132M	-$27.2M	4	0.28%	Reduced
54	Two Sigma Investments New York	$129M	+$31.4M	1	1.05%	Increased
55	OPFM Optimus Prime Fund Management Grand Cayman, Cayman Islands	$125M	-$24.9M	1	25.32%	Reduced
56	Boston Partners Boston, Massachusetts	$116M	+$7.44M	1	0.23%	Increased
57	Royal Bank of Canada Toronto, Ontario, Canada	$109M	-$293M	6	0.05%	Reduced
58	Nomura Holdings Tokyo, Japan	$104M	+$72.6M	2	0.44%	Increased
59	Two Sigma Advisers New York	$103M	+$115M	4	0.4%	Increased
60	State Board of Administration of Florida Retirement System Tallahassee, Florida	$102M	+$4.61M	2	0.31%	Increased
61	First Trust Advisors Wheaton, Illinois	$100M	-$16.5M	5	0.23%	Reduced
62	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$97.2M	+$1.74M	1	0.33%	Increased
63	Parametric Portfolio Associates Seattle, Washington	$95M	+$12.7M	3	0.09%	Increased
64	Victory Capital Management San Antonio, Texas	$93.9M	+$40.9M	3	0.16%	Increased
65	HSBC Holdings London, United Kingdom	$92.7M	+$39.9M	2	0.22%	Increased
66	APG Asset Management Amsterdam, Netherlands	$92.6M	-$14.3M	1	0.18%	Reduced
67	Millennium Management New York	$89.9M	+$73.4M	4	0.2%	Increased
68	Mirae Asset Global Investments Seoul, South Korea	$87.7M	+$11.6M	2	0.68%	Increased
69	RhumbLine Advisers Boston, Massachusetts	$87.2M	+$2.49M	3	0.18%	Increased
70	Pictet Asset Management (UK) London, United Kingdom	$78.7M	-$61.9M	2	0.17%	Reduced
71	EARNEST Partners Atlanta, Georgia	$77.3M	+$2.57M	2	0.87%	Increased
72	State of Wisconsin Investment Board Madison, Wisconsin	$71.9M	-$18.2M	2	0.24%	Reduced
73	HA HHLR Advisors Grand Cayman, Cayman Islands	$68.3M	+$81.1M	1	0.92%	New
74	Jane Street New York	$68.2M	+$43.2M	3	0.07%	Increased
75	LPC Lion Point Capital New York	$68.2M	-$2.1M	1	17.99%	Reduced