← 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
Nomura Holdings
Nomura Holdings
Japan
$1.12B -$757M 3 2.1% Reduced
52
Aberdeen Group
Aberdeen Group
United Kingdom
$1.11B +$577M 3 2.16% Increased
53
Holocene Advisors
Holocene Advisors
New York
$1.01B +$701M 2 2.95% Increased
54
Principal Financial Group
Principal Financial Group
Iowa
$999M -$57.9M 3 0.56% Reduced
55
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$987M +$638M 11 0.17% Increased
56
NMO
Newlands Management Operations
Texas
$976M $0 1 6.62% Maintained
57
VOYA Investment Management
VOYA Investment Management
Georgia
$897M -$164M 4 1% Reduced
58
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$892M -$38.1M 6 1.31% Reduced
59
Jane Street
Jane Street
New York
$876M +$79.3M 9 0.22% Increased
60
Rafferty Asset Management
Rafferty Asset Management
New York
$852M +$114M 1 3.63% Increased
61
ARK Investment Management
ARK Investment Management
Florida
$845M -$9.53M 1 8.45% Reduced
62
AllianceBernstein
AllianceBernstein
Tennessee
$822M -$19.5M 6 0.3% Reduced
63
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$791M +$274M 4 0.77% Increased
64
LPL Financial
LPL Financial
California
$714M +$40.3M 7 0.28% Increased
65
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$699M -$1.01M 4 1.39% Reduced
66
Adage Capital Partners
Adage Capital Partners
Massachusetts
$656M -$17.4M 1 1.22% Reduced
67
ClearBridge Investments
ClearBridge Investments
New York
$644M +$142M 1 0.56% Increased
68
Prudential Financial
Prudential Financial
New Jersey
$635M -$80.8M 4 0.9% Reduced
69
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$627M +$143M 6 0.59% Increased
70
Canada Life
Canada Life
Manitoba, Canada
$624M +$31.2M 5 1.1% Increased
71
ProShare Advisors
ProShare Advisors
Maryland
$614M +$90.9M 6 1.39% Increased
72
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$613M -$34.5M 2 1.41% Reduced
73
Korea Investment Corp
Korea Investment Corp
South Korea
$589M +$33.1M 1 1.43% Increased
74
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$588M +$240K 4 1.12% Increased
75
Natixis
Natixis
France
$588M +$435M 3 3.2% Increased