← 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
126
WAM
WT Asset Management
Hong Kong
$184M +$45.9M 1 18.13% Increased
127
Macquarie Group
Macquarie Group
Australia
$180M -$1.68M 3 0.15% Reduced
128
Millennium Management
Millennium Management
New York
$179M -$7.85M 11 0.11% Reduced
129
Arizona State Retirement System
Arizona State Retirement System
Arizona
$178M +$9.37M 3 1.46% Increased
130
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$178M -$9.8M 4 0.93% Reduced
131
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$178M -$12.2M 1 0.39% Reduced
132
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$176M -$271K 1 0.68% Reduced
133
Capital International
Capital International
California
$174M -$1.87M 1 9.46% Reduced
134
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$173M +$28.1M 3 0.94% Increased
135
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$173M +$26.6M 3 0.25% Increased
136
AWA
Artemis Wealth Advisors
New York
$171M $0 1 23.75% Maintained
137
HighTower Advisors
HighTower Advisors
Illinois
$169M +$14.9M 2 0.45% Increased
138
Nordea Investment Management
Nordea Investment Management
Sweden
$169M +$4.08M 1 0.22% Increased
139
Swedbank
Swedbank
Sweden
$168M +$1.48M 2 0.31% Increased
140
Baird Financial Group
Baird Financial Group
Wisconsin
$168M -$3.42M 3 0.43% Reduced
141
ACI
AMP Capital Investors
Australia
$167M -$19.5M 1 0.92% Reduced
142
NAH
Neumann Advisory (HK)
Hong Kong
$167M $0 1 29.78% Maintained
143
Lazard Asset Management
Lazard Asset Management
New York
$163M +$27.5M 3 0.18% Increased
144
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$159M +$48.7K 1 1.66% Increased
145
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$159M +$7.05M 2 0.9% Increased
146
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$158M -$39.9M 4 0.87% Reduced
147
SEI Investments
SEI Investments
Pennsylvania
$154M +$31.8M 5 0.32% Increased
148
Nomura Asset Management
Nomura Asset Management
Japan
$152M +$5.4M 1 0.86% Increased
149
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$152M +$10.1M 4 0.82% Increased
150
TA
Trivest Advisors
Hong Kong
$152M +$15.2M 1 17.84% Increased