← 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	Asset Management One Tokyo, Japan	$243M	+$2.19M	1	1%	Increased
102	HBK Investments Dallas, Texas	$233M	+$171M	2	1.52%	New
103	Capital Research Global Investors Los Angeles, California	$231M	+$30.7K	1	0.06%	Increased
104	Hyperion Asset Management Brisbane, Australia	$231M	+$1.33M	1	16.33%	Increased
105	TA Trivest Advisors Hong Kong	$230M	+$70.2M	1	23.12%	Increased
106	Panagora Asset Management Boston, Massachusetts	$226M	+$105M	4	1.34%	Increased
107	Treasurer of the State of North Carolina Raleigh, North Carolina	$225M	+$4.22M	1	1.5%	Increased
108	Creative Planning Overland Park, Kansas	$221M	+$9.21M	4	0.49%	Increased
109	STRS Ohio Columbus, Ohio	$220M	-$3.27M	3	0.85%	Reduced
110	AIG American International Group New York	$215M	+$121M	3	0.8%	Increased
111	State of Tennessee, Department of Treasury Nashville, Tennessee	$209M	+$150M	3	0.89%	Increased
112	Raymond James & Associates St Petersburg, Florida	$206M	-$26.5M	5	0.23%	Reduced
113	Aberdeen Group Edinburgh, United Kingdom	$200M	+$102M	3	0.49%	Increased
114	NC Nightview Capital Austin, Texas	$196M	-$11.7M	1	46.42%	Reduced
115	Royal London Asset Management United Kingdom	$194M	-$16.5M	1	1.02%	Reduced
116	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$193M	+$40.8M	4	1.32%	Increased
117	Handelsbanken Fonder Stockholm, Sweden	$192M	+$31.9M	4	1.17%	Increased
118	Renaissance Technologies New York	$187M	+$114M	2	0.2%	Increased
119	Retirement Systems of Alabama Montgomery, Alabama	$186M	+$132M	2	0.73%	Increased
120	Aviva London, United Kingdom	$178M	+$6.84M	1	0.93%	Increased
121	Summit Partners Public Asset Management Boston, Massachusetts	$176M	-$46.1M	1	7.85%	Reduced
122	QF QVT Financial New York	$176M	+$128M	1	9.73%	New
123	ACI AMP Capital Investors Sydney, Australia	$172M	+$541K	2	0.93%	Increased
124	Capital International Los Angeles, California	$172M	-$47.5M	1	10.04%	Reduced
125	Mitsubishi UFJ Asset Management Tokyo, Japan	$170M	+$42.1M	1	1.31%	Increased