← 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	CSD Clear Street Derivatives New York	$410M	+$425M	1	6.56%	Increased
102	Schroder Investment Management Group London, United Kingdom	$405M	-$302M	3	0.41%	Reduced
103	Ossiam Paris, France	$405M	+$239M	1	5.65%	Increased
104	Nikko Asset Management Americas New York	$401M	+$121M	1	5.17%	Increased
105	TD Asset Management Toronto, Ontario, Canada	$393M	+$3.99M	1	0.36%	Increased
106	Natixis Advisors Boston, Massachusetts	$386M	-$48.4M	2	0.71%	Reduced
107	Chevy Chase Trust Bethesda, Maryland	$382M	+$461K	1	1.22%	Increased
108	Two Sigma Advisers New York	$375M	+$56.4M	3	0.84%	Increased
109	Millennium Management New York	$370M	-$256M	13	0.2%	Reduced
110	Hyperion Asset Management Brisbane, Australia	$368M	+$83.1M	1	14.46%	Increased
111	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$366M	-$59.4M	2	0.95%	Reduced
112	Mariner Overland Park, Kansas	$366M	-$247M	6	0.61%	Reduced
113	Ninety One (UK) London, United Kingdom	$359M	+$25.6M	1	1%	Increased
114	Nordea Investment Management Stockholm, Sweden	$355M	+$66.6M	1	0.37%	Increased
115	Envestnet Asset Management Chicago, Illinois	$347M	+$18.5M	4	0.11%	Increased
116	Squarepoint New York	$347M	+$146M	9	0.42%	Increased
117	Treasurer of the State of North Carolina Raleigh, North Carolina	$346M	+$14.5M	1	1.38%	Increased
118	Thrivent Financial for Lutherans Minneapolis, Minnesota	$335M	+$43M	2	0.74%	Increased
119	Asset Management One Tokyo, Japan	$334M	+$26.7M	1	1.16%	Increased
120	AQR Capital Management Greenwich, Connecticut	$333M	+$13.7M	7	0.34%	Increased
121	Janus Henderson Group London,	$323M	-$33.2M	5	0.18%	Reduced
122	Los Angeles Capital Management Los Angeles, California	$321M	+$55M	1	1.42%	Increased
123	Capital International Investors Los Angeles, California	$317M	+$21.8M	1	0.06%	Increased
124	Fred Alger Management New York	$310M	+$5.42M	1	1.76%	Increased
125	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$308M	-$12.3M	4	1.12%	Reduced