← 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
101	SDH Sloy Dahl & Holst Vancouver, Washington	$129M	-$17.2M	1	49.02%	Reduced
102	Royal London Asset Management United Kingdom	$128M	+$7.99M	1	0.78%	Increased
103	Creative Planning Overland Park, Kansas	$127M	+$10.1M	1	0.33%	Increased
104	AEGON Asset Management (UK) Edinburgh, United Kingdom	$119M	-$26.7M	1	2.41%	Reduced
105	NC Nightview Capital Austin, Texas	$119M	+$97.1K	1	37.37%	Increased
106	LPC Lion Point Capital New York	$117M	-$25.5M	1	25.62%	Reduced
107	Two Sigma Investments New York	$113M	-$244M	3	0.4%	Reduced
108	Baird Financial Group Milwaukee, Wisconsin	$112M	-$11.8M	3	0.38%	Reduced
109	Fjarde Ap-fonden Stockholm, Sweden	$111M	+$1.84M	1	1.21%	Increased
110	Korea Investment Corp Seoul, South Korea	$110M	+$5.84M	1	0.39%	Increased
111	AWA Artemis Wealth Advisors New York	$107M	$0	1	26.22%	Maintained
112	EARNEST Partners Atlanta, Georgia	$105M	-$1.87M	2	0.9%	Reduced
113	ACI AMP Capital Investors Sydney, Australia	$104M	-$2.68M	3	0.61%	Reduced
114	Aviva London, United Kingdom	$102M	-$2.64M	1	0.6%	Reduced
115	Handelsbanken Fonder Stockholm, Sweden	$102M	+$5.06M	4	0.75%	Increased
116	Schroder Investment Management Group London, United Kingdom	$100M	-$103M	4	0.16%	Reduced
117	Robeco Institutional Asset Management Rotterdam, Netherlands	$99.9M	+$7.91M	1	0.31%	Increased
118	Arizona State Retirement System Phoenix, Arizona	$97.9M	+$19M	3	0.97%	Increased
119	Commonwealth Equity Services Waltham, Massachusetts	$94.9M	+$5.85M	2	0.32%	Increased
120	Osaic Holdings Scottsdale, Arizona	$93.3M	+$1.05M	7	0.28%	Increased
121	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$92.6M	-$128M	2	0.17%	Reduced
122	NAH Neumann Advisory (HK) Central, Hong Kong	$92.2M	$0	1	23.35%	Maintained
123	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$91.6M	-$16.1M	1	2.41%	Reduced
124	DekaBank Deutsche Girozentrale Frankfurt, Germany	$91.1M	+$3.71M	4	0.4%	Increased
125	Guggenheim Capital Chicago, Illinois	$89.3M	-$2.9M	2	0.65%	Reduced