← 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	Ensign Peak Advisors Salt Lake City, Utah	$302M	+$55M	3	0.68%	Increased
77	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$294M	+$19.8M	1	0.77%	Increased
78	TD Asset Management Toronto, Ontario, Canada	$285M	-$335M	1	0.35%	Reduced
79	Aspex Management (HK) Central, Hong Kong	$284M	+$436M	1	7.83%	New
80	GGHC Gilder Gagnon Howe & Co New York	$282M	-$30.5M	2	5.26%	Reduced
81	Korea Investment Corp Seoul, South Korea	$280M	+$49.7M	1	0.88%	Increased
82	ProShare Advisors Bethesda, Maryland	$271M	+$46.1M	6	0.95%	Increased
83	Clear Street New York	$267M	+$343M	1	3.37%	Increased
84	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$264M	-$22.4M	3	1.4%	Reduced
85	Janus Henderson Group London,	$261M	-$8M	8	0.19%	Reduced
86	NMO Newlands Management Operations Dallas, Texas	$259M	+$398M	1	6.82%	New
87	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$259M	-$64.9M	8	0.16%	Reduced
88	Canada Life Winnipeg, Manitoba, Canada	$257M	+$5.95M	5	0.68%	Increased
89	Axa Paris, France	$256M	+$122M	3	0.92%	Increased
90	Nikko Asset Management Americas New York	$256M	+$74.2M	1	3.69%	Increased
91	Handelsbanken Fonder Stockholm, Sweden	$254M	+$9.95M	7	1.59%	Increased
92	Victory Capital Management San Antonio, Texas	$254M	-$10.9M	6	0.29%	Reduced
93	Allianz Asset Management Munich, Germany	$252M	+$73.6M	4	0.49%	Increased
94	Aberdeen Group Edinburgh, United Kingdom	$232M	+$22.7M	4	0.63%	Increased
95	Hyperion Asset Management Brisbane, Australia	$229M	+$166M	1	14.84%	Increased
96	Mitsubishi UFJ Asset Management Tokyo, Japan	$228M	+$50.9M	4	0.62%	Increased
97	Putnam Investments Boston, Massachusetts	$215M	-$99.2M	2	0.38%	Reduced
98	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$202M	+$32.4M	2	0.3%	Increased
99	AustralianSuper Melbourne, Australia	$201M	+$353M	1	1.34%	New
100	State of Wisconsin Investment Board Madison, Wisconsin	$201M	-$8.78M	4	0.65%	Reduced