← 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	SG Americas Securities New York	$649M	+$197M	9	0.7%	Increased
102	Rafferty Asset Management New York	$646M	+$152M	1	2.62%	Increased
103	Bank of Nova Scotia Toronto, Ontario, Canada	$645M	-$3.38M	3	1.13%	Reduced
104	Schroder Investment Management Group London, United Kingdom	$638M	-$13.2M	3	0.52%	Reduced
105	ClearBridge Investments New York	$632M	-$231M	1	0.55%	Reduced
106	PFA Pension Forsikringsaktieselskab Copenhagen,	$617M	+$296K	2	1.86%	Increased
107	Squarepoint New York	$614M	+$247M	11	0.72%	Increased
108	Storebrand Asset Management Lysaker, Norway	$602M	-$1.66M	5	1.73%	Reduced
109	Allianz Asset Management Munich, Germany	$582M	-$773K	3	0.61%	Reduced
110	Robeco Institutional Asset Management Rotterdam, Netherlands	$582M	+$48M	2	0.83%	Increased
111	Royal London Asset Management United Kingdom	$581M	+$14.8M	1	1.22%	Increased
112	SEI Investments Oaks, Pennsylvania	$577M	+$94.3M	9	0.53%	Increased
113	State of Wisconsin Investment Board Madison, Wisconsin	$573M	+$22.4M	6	1.31%	Increased
114	TD Asset Management Toronto, Ontario, Canada	$572M	+$19.8M	1	0.46%	Increased
115	Eurizon Capital SGR SpA Milan,	$559M	+$19.6M	2	1.75%	Increased
116	Quantinno Capital Management New York	$551M	+$132M	6	0.92%	Increased
117	Capstone Investment Advisors New York	$543M	+$225M	2	0.95%	Increased
118	Winslow Capital Management Minneapolis, Minnesota	$542M	-$21.5M	1	2.12%	Reduced
119	Envestnet Asset Management Chicago, Illinois	$531M	+$87.6M	5	0.14%	Increased
120	IMC Chicago Chicago, Illinois	$527M	+$236M	6	0.19%	Increased
121	Treasurer of the State of North Carolina Raleigh, North Carolina	$527M	+$19M	1	1.66%	Increased
122	Vanguard Investments Australia Victoria, Australia	$526M	+$583M	7	1.52%	New
123	NEOS Investment Management Westport, Connecticut	$520M	+$139M	1	2.63%	Increased
124	Chevy Chase Trust Bethesda, Maryland	$516M	-$16.1M	1	1.49%	Reduced
125	Thrivent Financial for Lutherans Minneapolis, Minnesota	$506M	-$12.3M	2	0.96%	Reduced