← 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
Viking Global Investors
Viking Global Investors
Connecticut
$350M +$226M 1 1.01% Increased
127
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$346M -$26.1M 5 1.51% Reduced
128
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$344M +$10.3M 1 2.4% Increased
129
First Trust Advisors
First Trust Advisors
Illinois
$344M +$1.01M 6 0.28% Increased
130
KLP Kapitalforvaltning
KLP Kapitalforvaltning
Norway
$329M +$12.2M 5 1.42% Increased
131
Janus Henderson Group
Janus Henderson Group
$321M -$42.3M 5 0.16% Reduced
132
Resona Asset Management
Resona Asset Management
Japan
$320M +$13.2M 1 1.57% Increased
133
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$312M +$972K 2 1.21% Increased
134
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$309M -$13.9M 2 1.11% Reduced
135
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$306M -$15.1M 1 5.97% Reduced
136
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$306M -$2.71M 5 0.4% Reduced
137
Two Sigma Advisers
Two Sigma Advisers
New York
$304M -$150M 3 0.62% Reduced
138
HighTower Advisors
HighTower Advisors
Illinois
$288M -$9.45K 6 0.36% Reduced
139
Lansforsakringar Fondforvaltning
Lansforsakringar Fondforvaltning
Sweden
$278M -$12.3M 1 1.59% Reduced
140
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$274M -$1.82M 3 1.06% Reduced
141
Creative Planning
Creative Planning
Kansas
$274M -$6.26M 5 0.23% Reduced
142
MetLife Investment Management
MetLife Investment Management
New Jersey
$273M -$537K 6 1.6% Reduced
143
STRS Ohio
STRS Ohio
Ohio
$272M +$19.1M 3 1.02% Increased
144
Arizona State Retirement System
Arizona State Retirement System
Arizona
$270M -$471K 4 1.56% Reduced
145
S
Siemens
Germany
$267M $0 1 100% Maintained
146
Stifel Financial
Stifel Financial
Missouri
$266M +$11M 6 0.26% Increased
147
Panagora Asset Management
Panagora Asset Management
Massachusetts
$260M +$22.6M 1 1.17% Increased
148
Capital International Investors
Capital International Investors
California
$260M -$122M 1 0.04% Reduced
149
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$258M +$2.64M 1 0.5% Increased
150
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$257M -$14.5M 2 0.92% Reduced