← 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
Victory Capital Management
Texas
$600M +$17.7M 7 0.66% Increased
77
Korea Investment Corp
Korea Investment Corp
South Korea
$587M +$6.79M 1 1.65% Increased
78
Canada Life
Canada Life
Manitoba, Canada
$581M +$23.4M 5 1.38% Increased
79
Mariner
Mariner
Kansas
$574M +$96.2M 7 1.53% Increased
80
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$574M +$6.08M 7 0.32% Increased
81
Renaissance Technologies
Renaissance Technologies
New York
$568M -$396M 6 0.82% Reduced
82
Putnam Investments
Putnam Investments
Massachusetts
$547M -$26.8M 1 0.81% Reduced
83
DZ Bank
DZ Bank
Germany
$544M -$267M 5 0.82% Reduced
84
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$532M -$74.8M 1 5.6% Reduced
85
GGHC
Gilder Gagnon Howe & Co
New York
$524M -$14.5M 2 7.17% Reduced
86
SPT
Siemens Pension Trust
Germany
$502M $0 1 100% Maintained
87
Aberdeen Group
Aberdeen Group
United Kingdom
$489M +$31.7M 4 1.14% Increased
88
LPL Financial
LPL Financial
California
$462M +$18M 9 0.33% Increased
89
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$446M +$8.49M 4 1.25% Increased
90
Allianz Asset Management
Allianz Asset Management
Germany
$444M -$41.2M 4 0.79% Reduced
91
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$443M +$20.5M 3 1.5% Increased
92
Chevy Chase Trust
Chevy Chase Trust
Maryland
$408M -$2.67M 1 1.53% Reduced
93
Swedbank
Swedbank
Sweden
$404M -$51.9M 3 0.68% Reduced
94
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$403M +$1.05M 2 1.63% Increased
95
ClearBridge Investments
ClearBridge Investments
New York
$389M -$28.3M 3 0.35% Reduced
96
Janus Henderson Group
Janus Henderson Group
$386M -$82.2M 6 0.24% Reduced
97
Axa
Axa
France
$359M -$51.9M 3 1.19% Reduced
98
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$357M +$15.3M 1 0.94% Increased
99
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$345M +$19.3M 8 1.52% Increased
100
Natixis Advisors
Natixis Advisors
Massachusetts
$345M +$42.2M 1 1.07% Increased