← 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	Marshall Wace London, United Kingdom	$320M	+$233M	11	0.59%	Increased
127	Aviva London, United Kingdom	$313M	+$5.06M	1	1.31%	Increased
128	Capital International Inc Los Angeles, California	$309M	+$8.22M	1	2.87%	Increased
129	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$307M	+$185M	1	0.66%	Increased
130	AIG American International Group New York	$305M	-$10.1M	6	1.52%	Reduced
131	STRS Ohio Columbus, Ohio	$303M	+$8.39M	4	1.05%	Increased
132	TA Trivest Advisors Hong Kong	$301M	+$89.9M	1	27.7%	Increased
133	Group One Trading Chicago, Illinois	$299M	+$278M	6	0.24%	Increased
134	Raymond James & Associates St Petersburg, Florida	$295M	+$1.8M	6	0.24%	Increased
135	Royal London Asset Management United Kingdom	$291M	-$3.19M	1	1.08%	Reduced
136	UFM Ursa Fund Management Danville, California	$290M	+$276M	1	6.83%	New
137	Commonwealth Equity Services Waltham, Massachusetts	$287M	+$17.8M	4	0.65%	Increased
138	IMC Chicago Chicago, Illinois	$273M	+$260M	2	0.23%	Increased
139	Zurich Cantonal Bank Zurich, Switzerland	$261M	+$52.5M	6	1.26%	Increased
140	Nordea Investment Management Stockholm, Sweden	$253M	+$21.7M	1	0.3%	Increased
141	HighTower Advisors Chicago, Illinois	$252M	+$21.9M	3	0.55%	Increased
142	Osaic Holdings Scottsdale, Arizona	$249M	-$20.4M	15	0.47%	Reduced
143	Creative Planning Overland Park, Kansas	$247M	-$21.2M	2	0.4%	Reduced
144	Arizona State Retirement System Phoenix, Arizona	$245M	+$2.41M	4	1.87%	Increased
145	GCM Goldstream Capital Management Central, Hong Kong	$241M	+$229M	1	59.18%	New
146	Swedbank Stockholm, Sweden	$238M	+$6.14M	3	0.4%	Increased
147	Robeco Institutional Asset Management Rotterdam, Netherlands	$236M	-$5.75M	1	0.5%	Reduced
148	Nomura Asset Management Tokyo, Japan	$234M	+$25.1M	1	1.18%	Increased
149	SDH Sloy Dahl & Holst Vancouver, Washington	$231M	$0	1	49.12%	Maintained
150	Macquarie Group Sydney, NSW 2000, Australia	$230M	-$6.16M	3	0.19%	Reduced