← 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
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$222M +$1.6M 1 1.29% Increased
102
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$221M +$19.5M 5 1.21% Increased
103
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$220M -$4.49M 2 0.84% Reduced
104
SDH
Sloy Dahl & Holst
Washington
$218M +$406K 1 29.25% Increased
105
AIG
American International Group
New York
$214M -$4.19M 5 0.72% Reduced
106
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$210M -$23.7M 4 1.09% Reduced
107
Capital International Inc
Capital International Inc
California
$208M -$38.4M 1 1.85% Reduced
108
HBK Investments
HBK Investments
Texas
$206M -$448K 3 0.72% Reduced
109
Aviva
Aviva
United Kingdom
$203M +$22.5M 1 0.89% Increased
110
STRS Ohio
STRS Ohio
Ohio
$200M -$5.46M 5 0.72% Reduced
111
Panagora Asset Management
Panagora Asset Management
Massachusetts
$199M -$14.7M 4 1.07% Reduced
112
Macquarie Group
Macquarie Group
Australia
$193M +$76.7M 3 0.16% Increased
113
Axa
Axa
France
$191M +$9.87M 5 0.54% Increased
114
Royal London Asset Management
Royal London Asset Management
United Kingdom
$190M -$3.04M 1 0.78% Reduced
115
William Blair Investment Management
William Blair Investment Management
Illinois
$189M -$2.06M 1 0.59% Reduced
116
Raymond James & Associates
Raymond James & Associates
Florida
$184M -$6.26M 6 0.17% Reduced
117
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$183M +$86M 4 1.31% Increased
118
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$182M -$21.2M 4 1.12% Reduced
119
Citadel Advisors
Citadel Advisors
Florida
$179M +$103M 10 0.04% Increased
120
Eaton Vance Management
Eaton Vance Management
Massachusetts
$179M -$18.8M 2 0.24% Reduced
121
Millennium Management
Millennium Management
New York
$174M +$63.9M 12 0.11% Increased
122
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$173M +$85.9M 3 0.86% Increased
123
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$172M +$49.1M 3 0.24% Increased
124
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$169M +$7.03M 5 0.43% Increased
125
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$167M +$3.76M 1 0.37% Increased