← 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	Fred Alger Management New York	$655M	-$28.5M	1	2.55%	Reduced
102	TD Asset Management Toronto, Ontario, Canada	$653M	+$826K	1	0.53%	Increased
103	BNP Paribas Asset Management Paris, France	$646M	-$35.8M	4	1.67%	Reduced
104	Treasurer of the State of North Carolina Raleigh, North Carolina	$646M	-$15.2M	1	1.99%	Reduced
105	Chevy Chase Trust Bethesda, Maryland	$639M	-$16.9M	1	1.76%	Reduced
106	Balyasny Asset Management Chicago, Illinois	$633M	+$367M	7	0.8%	Increased
107	Bank of Nova Scotia Toronto, Ontario, Canada	$617M	+$223M	2	1.09%	Increased
108	Nordea Investment Management Stockholm, Sweden	$616M	+$11.2M	1	0.54%	Increased
109	KBC Group Brussels, Belgium	$613M	+$9.24M	6	1.47%	Increased
110	Credit Agricole Montrouge Cedex, France	$594M	+$464M	2	1.58%	New
111	Asset Management One Tokyo, Japan	$592M	+$7.25M	1	1.71%	Increased
112	Thrivent Financial for Lutherans Minneapolis, Minnesota	$591M	+$10.1M	2	1.16%	Increased
113	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$589M	-$15.2M	2	1.29%	Reduced
114	Robeco Institutional Asset Management Rotterdam, Netherlands	$583M	+$28.9M	1	0.85%	Increased
115	Caxton Associates (UK) London,	$573M	-$188M	2	13.54%	Reduced
116	Envestnet Asset Management Chicago, Illinois	$571M	+$26.8M	4	0.16%	Increased
117	DZ Bank Frankfurt Am Main, Germany	$567M	-$59.6M	4	0.5%	Reduced
118	SEI Investments Oaks, Pennsylvania	$556M	+$46.6M	6	0.6%	Increased
119	Nikko Asset Management Americas New York	$552M	-$89.3M	1	5.35%	Reduced
120	Natixis Paris, France	$545M	-$321M	2	2.52%	Reduced
121	Nomura Asset Management Tokyo, Japan	$538M	+$11.3M	4	1.4%	Increased
122	First Trust Advisors Wheaton, Illinois	$526M	+$22.8M	6	0.39%	Increased
123	SDH Sloy Dahl & Holst Vancouver, Washington	$524M	+$776K	1	55.5%	Increased
124	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$518M	-$9.08M	6	1.65%	Reduced
125	Hyperion Asset Management Brisbane, Australia	$516M	-$83.6M	1	14.38%	Reduced