← 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	Clear Street New York	$322M	+$308M	1	7.94%	New
102	AQR Capital Management Greenwich, Connecticut	$322M	+$53.9M	7	0.61%	Increased
103	Treasurer of the State of North Carolina Raleigh, North Carolina	$314M	+$3.09M	1	1.52%	Increased
104	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$314M	-$53M	2	0.45%	Reduced
105	Thrivent Financial for Lutherans Minneapolis, Minnesota	$311M	+$23.3M	2	0.68%	Increased
106	Asset Management One Tokyo, Japan	$310M	+$11.2M	1	1.25%	Increased
107	Axa Paris, France	$310M	-$15.1M	3	1%	Reduced
108	Royal London Asset Management United Kingdom	$307M	+$5.06M	1	0.88%	Increased
109	Raymond James & Associates St Petersburg, Florida	$288M	+$6.64M	4	0.22%	Increased
110	Zevenbergen Capital Investments Edmonds, Washington	$284M	-$14.9M	1	6.55%	Reduced
111	Rafferty Asset Management New York	$281M	+$4.55M	2	1.19%	Increased
112	State of Tennessee, Department of Treasury Nashville, Tennessee	$281M	+$1.78M	2	1.1%	Increased
113	SPT Siemens Pension Trust Munich Germany, Germany	$281M	-$149M	1	100%	Reduced
114	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$279M	+$40.8M	3	1.23%	Increased
115	Russell Investments Group London, United Kingdom	$279M	-$16.2M	8	0.5%	Reduced
116	SDH Sloy Dahl & Holst Vancouver, Washington	$278M	-$944K	1	57.02%	Reduced
117	Swedbank Stockholm, Sweden	$276M	-$19.2M	3	0.45%	Reduced
118	KBC Group Brussels, Belgium	$274M	-$22.1M	6	0.97%	Reduced
119	Mackenzie Financial Toronto Ontario, Ontario, Canada	$268M	+$18.2M	5	0.4%	Increased
120	National Bank of Canada Montreal, Quebec, Canada	$265M	-$140M	6	0.42%	Reduced
121	Los Angeles Capital Management Los Angeles, California	$264M	-$66.6M	2	0.99%	Reduced
122	Nomura Asset Management Tokyo, Japan	$264M	-$5.74M	4	1.09%	Reduced
123	Retirement Systems of Alabama Montgomery, Alabama	$259M	-$3.59M	2	1.1%	Reduced
124	Commonwealth Equity Services Waltham, Massachusetts	$258M	+$2.54M	7	0.47%	Increased
125	HighTower Advisors Chicago, Illinois	$258M	+$26.3M	7	0.43%	Increased