← 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
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$481M +$57.6M 1 5.54% Increased
77
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$481M +$37.2M 4 1.14% Increased
78
Putnam Investments
Putnam Investments
Massachusetts
$462M +$84M 2 0.74% Increased
79
Korea Investment Corp
Korea Investment Corp
South Korea
$459M -$11.4M 1 1.34% Reduced
80
Victory Capital Management
Victory Capital Management
Texas
$457M +$26.8M 6 0.51% Increased
81
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$449M +$14.3M 8 0.25% Increased
82
NMO
Newlands Management Operations
Texas
$436M $0 1 7.8% Maintained
83
Canada Life
Canada Life
Manitoba, Canada
$434M +$7.69M 5 1.08% Increased
84
GGHC
Gilder Gagnon Howe & Co
New York
$430M -$32.8M 1 7.12% Reduced
85
Allianz Asset Management
Allianz Asset Management
Germany
$397M -$10.9M 4 0.7% Reduced
86
Janus Henderson Group
Janus Henderson Group
$393M +$18.3M 8 0.26% Increased
87
SPT
Siemens Pension Trust
Germany
$382M $0 1 100% Maintained
88
Swedbank
Swedbank
Sweden
$380M +$80.7M 4 0.75% Increased
89
Aberdeen Group
Aberdeen Group
United Kingdom
$369M +$24.1M 4 0.92% Increased
90
Mariner
Mariner
Kansas
$355M +$153M 6 1.03% Increased
91
LPL Financial
LPL Financial
California
$348M +$33.6M 9 0.27% Increased
92
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$348M +$7.86M 2 0.57% Increased
93
Axa
Axa
France
$345M -$43.6M 3 1.19% Reduced
94
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$344M +$7.51M 4 1.02% Increased
95
ClearBridge Investments
ClearBridge Investments
New York
$337M +$74.4M 3 0.32% Increased
96
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$330M +$719K 2 1.18% Increased
97
Chevy Chase Trust
Chevy Chase Trust
Maryland
$326M +$3.32M 1 1.29% Increased
98
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$319M -$9.86M 2 1.33% Reduced
99
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$317M +$51.5M 3 1.61% Increased
100
Hyperion Asset Management
Hyperion Asset Management
Australia
$303M -$69.4M 1 15.76% Reduced