← 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
Fidelity International
Bermuda
$260M -$22M 1 0.35% Reduced
52
Invesco
Invesco
Georgia
$260M +$24.8M 5 0.09% Increased
53
OPFM
Optimus Prime Fund Management
Cayman Islands
$258M $0 1 43.59% Maintained
54
Jane Street
Jane Street
New York
$249M +$82M 2 0.19% Increased
55
Janus Henderson Group
Janus Henderson Group
$222M -$103M 2 0.12% Reduced
56
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$218M -$479M 5 0.05% Reduced
57
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$216M +$4.52M 3 0.53% Increased
58
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$208M +$12.5M 3 0.16% Increased
59
Two Sigma Investments
Two Sigma Investments
New York
$205M -$45.8M 2 1.01% Reduced
60
Franklin Resources
Franklin Resources
California
$198M +$30.2M 2 0.1% Increased
61
National Pension Service
National Pension Service
South Korea
$197M -$2.67M 1 0.56% Reduced
62
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$195M +$15.7M 3 0.33% Increased
63
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$191M -$19.7M 6 0.08% Reduced
64
Victory Capital Management
Victory Capital Management
Texas
$188M -$3.75M 3 0.25% Reduced
65
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$166M +$2.99M 2 0.29% Increased
66
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$165M +$16.4M 2 0.46% Increased
67
Bank of Montreal
Bank of Montreal
Ontario, Canada
$150M +$9.47M 6 0.14% Increased
68
Boston Partners
Boston Partners
Massachusetts
$150M -$1.75M 1 0.27% Reduced
69
HA
HHLR Advisors
Cayman Islands
$141M $0 1 1.29% Maintained
70
EIM
Elephas Investment Management
Hong Kong
$138M +$72.7M 1 59.97% Increased
71
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$137M -$23.5M 2 0.83% Reduced
72
First Trust Advisors
First Trust Advisors
Illinois
$133M -$51.3M 5 0.23% Reduced
73
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$131M -$25.9M 4 0.24% Reduced
74
SoftBank Group
SoftBank Group
Japan
$123M +$92.3M 1 0.7% New
75
Ameriprise
Ameriprise
Minnesota
$122M +$33.7M 2 0.05% Increased