← 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
151	PCM Prime Capital Management Hong Kong	$343M	-$131M	1	50.71%	Reduced
152	First Trust Advisors Wheaton, Illinois	$342M	+$30.6M	5	0.3%	Increased
153	Empower Advisory Group Greenwood Village, Colorado	$340M	-$3.19M	1	1.15%	Reduced
154	Ossiam Paris, France	$340M	-$14.5M	1	5.87%	Reduced
155	Arizona State Retirement System Phoenix, Arizona	$340M	+$4.62M	5	2.08%	Increased
156	Axa Paris, France	$333M	-$35.5M	3	1.01%	Reduced
157	Retirement Systems of Alabama Montgomery, Alabama	$325M	-$7.26M	2	1.21%	Reduced
158	CF Corebridge Financial Houston, Texas	$324M	-$8.33M	6	1.75%	Reduced
159	STRS Ohio Columbus, Ohio	$322M	-$12.2M	3	1.28%	Reduced
160	Voloridge Investment Management Jupiter, Florida	$320M	+$250M	3	1.13%	Increased
161	BCP BSN Capital Partners London, United Kingdom	$314M	+$226M	1	12.57%	New
162	Calamos Advisors Naperville, Illinois	$310M	+$13.6M	1	1.29%	Increased
163	State of Michigan Retirement System Lansing, Michigan	$307M	+$730K	2	1.6%	Increased
164	Macquarie Group Sydney, NSW 2000, Australia	$307M	-$20.8M	3	0.37%	Reduced
165	Första AP-fonden Stockholm, Sweden	$302M	+$4.25M	1	2.15%	Increased
166	Mackenzie Financial Toronto Ontario, Ontario, Canada	$300M	+$44.4M	4	0.41%	Increased
167	Cantor Fitzgerald New York	$299M	-$140M	1	5.95%	Reduced
168	Panagora Asset Management Boston, Massachusetts	$294M	+$48.1M	1	1.36%	Increased
169	Mizuho Markets Americas New York	$294M	+$170M	2	5.26%	Increased
170	Swiss Life Asset Management Zurich,	$292M	+$98.1M	1	2.16%	Increased
171	CIBC Asset Management Toronto, Ontario, Canada	$290M	-$2.36M	1	0.95%	Reduced
172	Cardano Risk Management Rotterdam, Netherlands	$289M	-$5.05M	1	4.43%	Reduced
173	Truist Financial Charlotte, North Carolina	$286M	+$5.48M	2	0.45%	Increased
174	Xponance Philadelphia, Pennsylvania	$282M	+$2.46M	2	2.58%	Increased
175	DnB Asset Management Oslo, Norway	$281M	-$5.83M	5	1.21%	Reduced