← 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
76	Victory Capital Management San Antonio, Texas	$416M	-$86.7M	4	0.46%	Reduced
77	Los Angeles Capital Management Los Angeles, California	$414M	+$131M	1	1.77%	Increased
78	D.E. Shaw & Co New York	$409M	-$461M	4	0.37%	Reduced
79	Janus Henderson Group London,	$396M	-$60M	2	0.18%	Reduced
80	Mirae Asset Global Investments Seoul, South Korea	$389M	+$44M	6	1.45%	Increased
81	Chevy Chase Trust Bethesda, Maryland	$387M	+$279M	1	1.38%	Increased
82	Canada Life Winnipeg, Manitoba, Canada	$375M	+$67.2M	4	0.71%	Increased
83	Fred Alger Management New York	$361M	+$34.8M	1	0.94%	Increased
84	AMF Tjänstepension Stockholm, Sweden	$353M	+$7.59M	1	2.89%	Increased
85	Winslow Capital Management Minneapolis, Minnesota	$348M	+$253M	1	1.45%	New
86	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$348M	+$188M	1	0.64%	Increased
87	BNP Paribas Asset Management Paris, France	$337M	+$39M	3	1.55%	Increased
88	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$335M	+$25.9M	2	1.5%	Increased
89	Aperio Group Sausalito, California	$333M	+$41.7M	4	0.99%	Increased
90	Ensign Peak Advisors Salt Lake City, Utah	$333M	+$179M	2	0.75%	Increased
91	UBS Group Zurich, Switzerland	$332M	-$243M	10	0.11%	Reduced
92	AQR Capital Management Greenwich, Connecticut	$329M	+$42.5M	4	0.58%	Increased
93	State of New Jersey Common Pension Fund D Trenton, New Jersey	$328M	-$12M	1	1.16%	Reduced
94	Lord, Abbett & Co Jersey City, New Jersey	$311M	-$12.8M	2	0.82%	Reduced
95	Korea Investment Corp Seoul, South Korea	$289M	+$78M	1	0.87%	Increased
96	Capital International Inc Los Angeles, California	$280M	-$47.3M	1	2.59%	Reduced
97	LPL Financial San Diego, California	$276M	+$23.9M	6	0.36%	Increased
98	TD Asset Management Toronto, Ontario, Canada	$266M	+$96.4M	1	0.32%	Increased
99	Thrivent Financial for Lutherans Minneapolis, Minnesota	$247M	+$118M	2	0.57%	Increased
100	VOYA Investment Management Atlanta, Georgia	$245M	+$119M	3	0.5%	Increased