← 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	TD Asset Management Toronto, Ontario, Canada	$607M	+$11.8M	1	0.54%	Increased
102	Mirae Asset Global Investments Seoul, South Korea	$604M	-$27.1M	4	2.45%	Reduced
103	Zurich Cantonal Bank Zurich, Switzerland	$602M	+$80.7M	7	1.72%	Increased
104	Chevy Chase Trust Bethesda, Maryland	$595M	-$7.12M	1	1.81%	Reduced
105	Credit Agricole Montrouge Cedex, France	$565M	+$194M	2	1.66%	Increased
106	GGHC Gilder Gagnon Howe & Co New York	$557M	-$10.4M	1	6.01%	Reduced
107	Robeco Institutional Asset Management Rotterdam, Netherlands	$555M	+$179M	1	1.05%	Increased
108	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$548M	-$59.4M	3	0.87%	Reduced
109	Royal London Asset Management United Kingdom	$535M	+$6.24M	1	1.3%	Increased
110	Ninety One (UK) London, United Kingdom	$528M	+$21.4M	1	1.41%	Increased
111	Treasurer of the State of North Carolina Raleigh, North Carolina	$522M	+$3.93M	1	2.03%	Increased
112	Asset Management One Tokyo, Japan	$522M	+$10.5M	1	1.79%	Increased
113	Two Sigma Advisers New York	$518M	+$412M	2	1.2%	Increased
114	Nordea Investment Management Stockholm, Sweden	$511M	+$59.5M	2	0.53%	Increased
115	Envestnet Asset Management Chicago, Illinois	$508M	+$34.8M	5	0.16%	Increased
116	AQR Capital Management Greenwich, Connecticut	$500M	+$168M	6	0.64%	Increased
117	SDH Sloy Dahl & Holst Vancouver, Washington	$494M	-$10.8M	1	62.64%	Reduced
118	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$492M	-$17.3M	4	1.69%	Reduced
119	BNP Paribas Asset Management Paris, France	$488M	-$99.7M	2	1.21%	Reduced
120	Nikko Asset Management Americas New York	$478M	-$234M	1	5.18%	Reduced
121	Janus Henderson Group London,	$477M	+$141M	5	0.24%	Increased
122	Fred Alger Management New York	$476M	+$146M	1	2.27%	Increased
123	Hyperion Asset Management Brisbane, Australia	$473M	-$123M	1	15.66%	Reduced
124	Swedbank Stockholm, Sweden	$468M	+$9.88M	2	0.58%	Increased
125	Capital International Investors Los Angeles, California	$467M	+$85.2M	1	0.09%	Increased