← 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	Zevenbergen Capital Investments Edmonds, Washington	$450M	-$65M	1	12.11%	Reduced
102	Jane Street New York	$447M	-$1B	13	0.14%	Reduced
103	Citadel Advisors Miami, Florida	$438M	+$30.2M	13	0.09%	Increased
104	MN Services Vermogensbeheer The Hague, Netherlands	$426M	-$23.7M	1	2.84%	Reduced
105	First Trust Advisors Wheaton, Illinois	$422M	-$59M	9	0.43%	Reduced
106	Marshall Wace London, United Kingdom	$391M	+$54.5M	6	0.74%	Increased
107	Aberdeen Group Edinburgh, United Kingdom	$391M	+$9.31M	4	1%	Increased
108	Asset Management One Tokyo, Japan	$389M	-$15.5M	1	1.52%	Reduced
109	Hyperion Asset Management Brisbane, Australia	$389M	-$18.4M	1	16.1%	Reduced
110	Retirement Systems of Alabama Montgomery, Alabama	$387M	+$7.26M	2	1.42%	Increased
111	State of Tennessee, Department of Treasury Nashville, Tennessee	$386M	-$8.39M	2	1.49%	Reduced
112	Russell Investments Group London, United Kingdom	$386M	+$26.7M	4	0.67%	Increased
113	Treasurer of the State of North Carolina Raleigh, North Carolina	$385M	+$12.1M	2	2.13%	Increased
114	AQR Capital Management Greenwich, Connecticut	$377M	-$62M	5	0.72%	Reduced
115	Axa Paris, France	$365M	-$4.08M	4	1.04%	Reduced
116	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$364M	+$122M	3	1.76%	Increased
117	SDH Sloy Dahl & Holst Vancouver, Washington	$364M	+$37.3M	1	60.4%	Increased
118	STRS Ohio Columbus, Ohio	$335M	+$29.6M	3	1.23%	Increased
119	Teacher Retirement System of Texas Austin, Texas	$333M	+$4.88M	5	1.71%	Increased
120	Raymond James & Associates St Petersburg, Florida	$330M	+$26.5M	6	0.28%	Increased
121	Panagora Asset Management Boston, Massachusetts	$329M	-$1.44M	2	1.79%	Reduced
122	GCM Goldstream Capital Management Central, Hong Kong	$323M	+$66.8M	1	81.06%	Increased
123	Royal London Asset Management United Kingdom	$317M	+$17M	1	1.24%	Increased
124	Aviva London, United Kingdom	$309M	-$9.09M	1	1.54%	Reduced
125	AIG American International Group New York	$308M	-$817K	6	1.69%	Reduced