← 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	PCM Prime Capital Management Hong Kong	$249M	+$39.8M	1	32.62%	Increased
102	Royal London Asset Management United Kingdom	$247M	+$2.88M	1	0.63%	Increased
103	SDH Sloy Dahl & Holst Vancouver, Washington	$247M	+$16.9M	1	51.9%	Increased
104	Thrivent Financial for Lutherans Minneapolis, Minnesota	$246M	-$25.5M	2	0.5%	Reduced
105	Nordea Investment Management Stockholm, Sweden	$245M	+$55.9M	2	0.29%	Increased
106	Zevenbergen Capital Investments Edmonds, Washington	$242M	+$1.86M	1	5.19%	Increased
107	Envestnet Asset Management Chicago, Illinois	$239M	+$31.2M	5	0.08%	Increased
108	First Trust Advisors Wheaton, Illinois	$236M	+$29M	5	0.24%	Increased
109	Asset Management One Tokyo, Japan	$230M	-$2.91M	1	0.88%	Reduced
110	Swedbank Stockholm, Sweden	$226M	+$152K	3	0.3%	Increased
111	MN Services Vermogensbeheer The Hague, Netherlands	$224M	-$3.48M	1	1.62%	Reduced
112	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$222M	+$24.4M	2	0.22%	Increased
113	Mariner Overland Park, Kansas	$221M	-$92.7M	6	0.43%	Reduced
114	Janus Henderson Group London,	$220M	-$2.56M	4	0.12%	Reduced
115	Russell Investments Group London, United Kingdom	$215M	+$5.86M	10	0.35%	Increased
116	State of New Jersey Common Pension Fund D Trenton, New Jersey	$210M	-$102M	2	0.92%	Reduced
117	Assenagon Asset Management Senningerberg, Luxembourg	$206M	+$114M	2	0.46%	Increased
118	SPT Siemens Pension Trust Munich Germany, Germany	$204M	$0	1	100%	Maintained
119	State of Tennessee, Department of Treasury Nashville, Tennessee	$204M	-$7.96M	2	0.75%	Reduced
120	Commonwealth Equity Services Waltham, Massachusetts	$200M	-$2.58M	7	0.32%	Reduced
121	Nomura Asset Management Tokyo, Japan	$193M	+$1.13M	4	0.66%	Increased
122	Ossiam Paris, France	$192M	+$44.1M	1	3.63%	Increased
123	CIBC World Market Toronto, Ontario, Canada	$190M	+$30.7M	2	0.44%	Increased
124	Resona Asset Management Koto-Ku,tokyo, Japan	$187M	-$9.35M	2	1.13%	Reduced
125	Axa Paris, France	$187M	-$38.2M	3	0.56%	Reduced