← 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	Principal Financial Group Des Moines, Iowa	$700M	-$20.1M	6	0.41%	Reduced
52	S Siemens Munich, Germany	$689M	$0	1	91.85%	Maintained
53	Royal Bank of Canada Toronto, Ontario, Canada	$678M	-$318M	15	0.16%	Reduced
54	NMO Newlands Management Operations Dallas, Texas	$662M	$0	1	5.34%	Maintained
55	New York State Common Retirement Fund Albany, New York	$652M	-$27.4M	11	0.86%	Reduced
56	Mitsubishi UFJ Asset Management Tokyo, Japan	$636M	+$132M	6	0.88%	Increased
57	State Board of Administration of Florida Retirement System Tallahassee, Florida	$587M	-$14.9M	4	1.37%	Reduced
58	Prudential Financial Newark, New Jersey	$550M	-$909K	3	0.77%	Reduced
59	AllianceBernstein Nashville, Tennessee	$546M	-$36.7M	10	0.19%	Reduced
60	Nikko Asset Management Americas New York	$502M	+$210M	1	4.98%	Increased
61	APG Asset Management Amsterdam, Netherlands	$498M	-$525K	1	0.87%	Reduced
62	New York State Teachers Retirement System (NYSTRS) Albany, New York	$494M	-$16.3M	2	1.03%	Reduced
63	Ensign Peak Advisors Salt Lake City, Utah	$483M	+$19.8M	3	0.88%	Increased
64	CSD Clear Street Derivatives New York	$459M	+$510M	1	11.54%	New
65	Adage Capital Partners Boston, Massachusetts	$459M	-$5.53M	1	0.87%	Reduced
66	Coatue Management New York	$450M	-$293M	1	1.76%	Reduced
67	Wells Fargo San Francisco, California	$430M	-$10.4M	16	0.1%	Reduced
68	Pictet Asset Management Carouge, Switzerland	$416M	-$16M	3	0.45%	Reduced
69	Aberdeen Group Edinburgh, United Kingdom	$408M	+$1.5M	4	0.8%	Increased
70	BNP Paribas Asset Management Paris, France	$397M	+$10.4M	4	1.06%	Increased
71	Schroder Investment Management Group London, United Kingdom	$397M	-$38M	4	0.47%	Reduced
72	ProShare Advisors Bethesda, Maryland	$386M	+$71.3M	8	1.03%	Increased
73	LPL Financial San Diego, California	$379M	+$38.6M	9	0.2%	Increased
74	DekaBank Deutsche Girozentrale Frankfurt, Germany	$366M	-$27.6M	6	0.68%	Reduced
75	Canada Life Winnipeg, Manitoba, Canada	$363M	-$45.9M	5	0.73%	Reduced