← 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
Winslow Capital Management
Winslow Capital Management
Minnesota
$348M +$303M 1 1.25% New
102
Royal London Asset Management
Royal London Asset Management
United Kingdom
$341M +$12.4M 1 0.84% Increased
103
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$336M -$925K 4 1.44% Reduced
104
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$335M +$3.15M 1 1.34% Increased
105
SDH
Sloy Dahl & Holst
Washington
$329M +$1.71M 1 56.11% Increased
106
PCM
Prime Capital Management
Hong Kong
$329M $0 1 53.65% Maintained
107
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$327M -$36M 6 0.97% Reduced
108
Ninety One (UK)
Ninety One (UK)
United Kingdom
$325M +$283M 1 0.87% New
109
Mariner
Mariner
Kansas
$320M +$26.3M 6 0.57% Increased
110
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$319M -$5.05M 2 0.61% Reduced
111
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$312M -$7.51M 1 6.54% Reduced
112
Envestnet Asset Management
Envestnet Asset Management
Illinois
$310M +$1.01M 5 0.1% Increased
113
D.E. Shaw & Co
D.E. Shaw & Co
New York
$309M -$620M 4 0.27% Reduced
114
Asset Management One
Asset Management One
Japan
$308M +$3.53M 1 1.1% Increased
115
Cantor Fitzgerald
Cantor Fitzgerald
New York
$307M +$268M 1 8.7% New
116
Swedbank
Swedbank
Sweden
$306M +$6.59M 2 0.39% Increased
117
Macquarie Group
Macquarie Group
Australia
$291M +$55.5M 4 0.31% Increased
118
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$291M +$174M 2 0.59% Increased
119
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$289M -$5.91M 1 2.03% Reduced
120
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$279M +$934K 2 1.15% Increased
121
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$274M +$3.93M 2 0.96% Increased
122
Nomura Asset Management
Nomura Asset Management
Japan
$273M +$16.9M 4 0.84% Increased
123
Nordea Investment Management
Nordea Investment Management
Sweden
$269M -$37.7M 2 0.31% Reduced
124
SPT
Siemens Pension Trust
Germany
$267M $0 1 100% Maintained
125
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$261M +$60.6M 5 1.2% Increased