← 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
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$487M +$7.38M 2 1.2% Increased
127
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$484M -$16.7M 1 0.49% Reduced
128
Asset Management One
Asset Management One
Japan
$483M -$9.78M 2 1.42% Reduced
129
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$465M -$154M 1 0.67% Reduced
130
Nomura Asset Management
Nomura Asset Management
Japan
$456M +$12.1M 4 1.18% Increased
131
CIBC Bancorp USA
CIBC Bancorp USA
Illinois
$452M +$499M 5 0.61% New
132
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$443M +$315K 5 1.43% Increased
133
KBC Group
KBC Group
Belgium
$440M -$53.5M 6 1.1% Reduced
134
SPT
Siemens Pension Trust
Germany
$437M $0 1 100% Maintained
135
Hyperion Asset Management
Hyperion Asset Management
Australia
$430M +$20.6M 1 13.7% Increased
136
Brevan Howard Capital Management
Brevan Howard Capital Management
Jersey
$421M +$408M 9 3.73% Increased
137
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$421M +$23.4M 2 1.03% Increased
138
KLP Kapitalforvaltning
KLP Kapitalforvaltning
Norway
$419M +$17.6M 7 1.65% Increased
139
Acadian Asset Management
Acadian Asset Management
Massachusetts
$417M -$3.57M 5 0.59% Reduced
140
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$416M -$412K 1 2.75% Reduced
141
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$410M +$56.1M 2 0.66% Increased
142
Creative Planning
Creative Planning
Kansas
$399M +$28.6M 8 0.27% Increased
143
Nordea Investment Management
Nordea Investment Management
Sweden
$391M -$83.7M 1 0.37% Reduced
144
Ossiam
Ossiam
France
$386M +$419K 1 6.79% Increased
145
SDH
Sloy Dahl & Holst
Washington
$378M +$20.1M 1 51.89% Increased
146
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$376M +$16.3M 1 5.32% Increased
147
Natixis
Natixis
France
$371M +$67.2M 2 1.33% Increased
148
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$363M +$196K 3 1.4% Increased
149
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$362M +$14.3M 8 0.39% Increased
150
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$360M -$24K 2 1.21% Reduced