← 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	Royal London Asset Management United Kingdom	$483M	-$46.3M	1	1.1%	Reduced
102	Nikko Asset Management Americas New York	$476M	-$14.6M	1	4.75%	Reduced
103	Treasurer of the State of North Carolina Raleigh, North Carolina	$475M	+$48M	1	1.52%	Increased
104	Chevy Chase Trust Bethesda, Maryland	$472M	+$3.55M	1	1.37%	Increased
105	TD Asset Management Toronto, Ontario, Canada	$465M	-$14.9M	1	0.4%	Reduced
106	Mariner Overland Park, Kansas	$462M	+$12.7M	4	0.67%	Increased
107	DZ Bank Frankfurt Am Main, Germany	$460M	-$63.7M	3	0.46%	Reduced
108	Hyperion Asset Management Brisbane, Australia	$445M	-$5.9M	1	14.05%	Reduced
109	Winslow Capital Management Minneapolis, Minnesota	$444M	-$69.7M	1	1.48%	Reduced
110	Ossiam Paris, France	$443M	-$50.5M	1	4.98%	Reduced
111	Nordea Investment Management Stockholm, Sweden	$439M	-$18.7M	1	0.41%	Reduced
112	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$435M	-$13.2M	1	1.01%	Reduced
113	KBC Group Brussels, Belgium	$429M	+$140M	6	1.16%	Increased
114	Asset Management One Tokyo, Japan	$416M	+$6.09M	1	1.3%	Increased
115	Thrivent Financial for Lutherans Minneapolis, Minnesota	$413M	+$6.74M	2	0.9%	Increased
116	Squarepoint New York	$403M	-$20.4M	6	0.42%	Reduced
117	Robeco Institutional Asset Management Rotterdam, Netherlands	$390M	+$36.1M	1	0.63%	Increased
118	Envestnet Asset Management Chicago, Illinois	$384M	-$34.5M	4	0.11%	Reduced
119	Los Angeles Capital Management Los Angeles, California	$381M	-$11.9M	2	1.43%	Reduced
120	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$379M	+$2.84M	4	1.28%	Increased
121	Nomura Asset Management Tokyo, Japan	$374M	+$14.4M	4	1.02%	Increased
122	SDH Sloy Dahl & Holst Vancouver, Washington	$373M	+$3.44M	1	51.87%	Increased
123	D.E. Shaw & Co New York	$365M	-$236M	5	0.26%	Reduced
124	Walleye Capital New York	$356M	+$13.5M	3	1.38%	Increased
125	SEI Investments Oaks, Pennsylvania	$355M	+$29M	4	0.41%	Increased