← 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	$213M	+$154M	1	30.51%	Increased
102	AIG American International Group New York	$213M	+$9.67M	3	0.75%	Increased
103	Retirement Systems of Alabama Montgomery, Alabama	$212M	+$39.9M	2	0.8%	Increased
104	Panagora Asset Management Boston, Massachusetts	$211M	-$4.12M	4	1.18%	Reduced
105	Natixis Paris, France	$207M	-$407M	3	0.68%	Reduced
106	HBK Investments Dallas, Texas	$203M	-$21.8M	3	0.92%	Reduced
107	STRS Ohio Columbus, Ohio	$202M	-$7.31M	3	0.76%	Reduced
108	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$201M	+$20.6M	4	1.32%	Increased
109	Mitsubishi UFJ Asset Management Tokyo, Japan	$197M	+$40.9M	1	1.29%	Increased
110	EIM Elephas Investment Management Hong Kong	$196M	-$225M	1	45.44%	Reduced
111	Eaton Vance Management Boston, Massachusetts	$195M	+$137M	2	0.29%	Increased
112	Royal London Asset Management United Kingdom	$190M	+$7.36M	1	0.87%	Increased
113	Handelsbanken Fonder Stockholm, Sweden	$188M	+$32.2M	4	1.07%	Increased
114	Raymond James & Associates St Petersburg, Florida	$186M	-$9.94M	6	0.19%	Reduced
115	Aviva London, United Kingdom	$176M	+$8.94M	1	0.86%	Increased
116	Axa Paris, France	$169M	+$18.7M	5	0.51%	Increased
117	ACI AMP Capital Investors Sydney, Australia	$164M	-$584K	2	0.82%	Reduced
118	DekaBank Deutsche Girozentrale Frankfurt, Germany	$163M	+$18.1M	3	0.54%	Increased
119	Two Sigma Investments New York	$162M	+$150M	4	0.42%	Increased
120	Robeco Institutional Asset Management Rotterdam, Netherlands	$161M	+$12.1M	1	0.4%	Increased
121	Osaic Holdings Scottsdale, Arizona	$160M	+$8.38M	9	0.38%	Increased
122	Korea Investment Corp Seoul, South Korea	$159M	-$130M	1	0.5%	Reduced
123	Commonwealth Equity Services Waltham, Massachusetts	$158M	-$1.89M	4	0.45%	Reduced
124	EARNEST Partners Atlanta, Georgia	$155M	+$12.4M	2	0.93%	Increased
125	Capital International Los Angeles, California	$154M	-$9.98M	1	9.29%	Reduced