← 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
Resona Asset Management
Resona Asset Management
Japan
$176M +$195M 2 1.05% New
127
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$172M +$87.2M 1 0.18% Increased
128
AQR Capital Management
AQR Capital Management
Connecticut
$172M -$82.9M 8 0.29% Reduced
129
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$169M -$16.5M 2 0.65% Reduced
130
Nomura Asset Management
Nomura Asset Management
Japan
$169M -$19.2M 4 0.61% Reduced
131
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$163M -$56M 3 0.59% Reduced
132
AIG
American International Group
New York
$159M -$1.77M 10 0.57% Reduced
133
Nordea Investment Management
Nordea Investment Management
Sweden
$158M +$21.9M 2 0.19% Increased
134
STRS Ohio
STRS Ohio
Ohio
$153M -$9.89M 4 0.61% Reduced
135
CIM
Contrarius Investment Management
Jersey
$152M +$70.1M 1 8.78% Increased
136
Osaic Holdings
Osaic Holdings
Arizona
$152M -$11.8M 14 0.34% Reduced
137
Arizona State Retirement System
Arizona State Retirement System
Arizona
$146M +$3.31M 5 1.01% Increased
138
INTECH Investment Management
INTECH Investment Management
Florida
$139M +$108M 1 1.97% Increased
139
MetLife Investment Management
MetLife Investment Management
New Jersey
$139M -$4.54M 8 0.94% Reduced
140
CIBC World Market
CIBC World Market
Ontario, Canada
$138M +$38.9M 4 0.33% Increased
141
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$138M -$167M 9 0.47% Reduced
142
Corient Private Wealth
Corient Private Wealth
Florida
$136M -$17.6M 3 0.24% Reduced
143
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$134M +$419K 2 0.72% Increased
144
KBC Group
KBC Group
Belgium
$134M -$66.9M 6 0.43% Reduced
145
Empower Advisory Group
Empower Advisory Group
Colorado
$133M +$30.5M 1 0.5% Increased
146
Wellington Management Group
Wellington Management Group
Massachusetts
$133M -$396M 4 0.02% Reduced
147
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$133M -$4.75M 5 0.65% Reduced
148
Storebrand Asset Management
Storebrand Asset Management
Norway
$133M +$2.7M 5 0.45% Increased
149
Creative Planning
Creative Planning
Kansas
$132M -$131K 6 0.15% Reduced
150
Calamos Advisors
Calamos Advisors
Illinois
$132M +$15.1M 1 0.63% Increased