← 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
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$994M -$477M 1 1.37% Reduced
77
Caxton Associates (UK)
Caxton Associates (UK)
$979M +$393M 4 19.17% Increased
78
Korea Investment Corp
Korea Investment Corp
South Korea
$958M -$21M 1 1.89% Reduced
79
Russell Investments Group
Russell Investments Group
United Kingdom
$937M +$96.7M 9 1.02% Increased
80
Marshall Wace
Marshall Wace
United Kingdom
$896M +$54.1M 7 0.82% Increased
81
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$877M +$123M 4 2.43% Increased
82
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$869M -$11.9M 5 1.53% Reduced
83
Victory Capital Management
Victory Capital Management
Texas
$868M -$8.32M 6 0.49% Reduced
84
Pictet Asset Management
Pictet Asset Management
Switzerland
$859M -$63.9M 4 0.83% Reduced
85
Mariner
Mariner
Kansas
$823M +$34M 3 0.98% Increased
86
Natixis Advisors
Natixis Advisors
Massachusetts
$820M +$14.9M 3 1.16% Increased
87
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft
Germany
$816M +$18.5M 5 1.32% Increased
88
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$815M +$18.5M 2 2.69% Increased
89
DZ Bank
DZ Bank
Germany
$785M +$208M 3 0.68% Increased
90
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$784M +$158M 3 1.16% Increased
91
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$779M +$11M 3 0.59% Increased
92
Viking Global Investors
Viking Global Investors
Connecticut
$764M +$39.9M 1 2.03% Increased
93
PFA Pension Forsikringsaktieselskab
PFA Pension Forsikringsaktieselskab
$752M +$734M 2 2.13% New
94
Fred Alger Management
Fred Alger Management
New York
$743M +$80M 1 2.92% Increased
95
Coatue Management
Coatue Management
New York
$738M -$38.9M 1 1.85% Reduced
96
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$730M -$289M 1 1.08% Reduced
97
Two Sigma Advisers
Two Sigma Advisers
New York
$728M +$329M 8 1.42% Increased
98
Storebrand Asset Management
Storebrand Asset Management
Norway
$727M -$20.2M 5 1.95% Reduced
99
Credit Agricole
Credit Agricole
France
$723M +$119M 2 1.64% Increased
100
Allianz Asset Management
Allianz Asset Management
Germany
$688M -$16.1M 3 0.7% Reduced