← 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	Credit Agricole Montrouge Cedex, France	$218M	-$187M	1	0.68%	Reduced
152	Teacher Retirement System of Texas Austin, Texas	$216M	-$28.7M	3	0.9%	Reduced
153	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$212M	-$40.2M	1	0.45%	Reduced
154	GGHC Gilder Gagnon Howe & Co New York	$209M	-$191M	1	2.74%	Reduced
155	Axa Paris, France	$209M	-$7.45M	3	0.69%	Reduced
156	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$208M	+$117M	1	0.44%	Increased
157	Swiss Life Asset Management Zurich,	$207M	+$25.1M	1	1.51%	Increased
158	Calamos Advisors Naperville, Illinois	$207M	+$11M	1	0.9%	Increased
159	STRS Ohio Columbus, Ohio	$206M	-$1.34M	3	0.86%	Reduced
160	Stifel Financial St. Louis, Missouri	$206M	+$52.6M	6	0.22%	Increased
161	CF Corebridge Financial Houston, Texas	$202M	-$9.45M	6	1.16%	Reduced
162	Swedbank Stockholm, Sweden	$202M	-$129M	1	0.27%	Reduced
163	Optiver Holding Amsterdam, Netherlands	$199M	+$253M	2	0.12%	Increased
164	Cardano Risk Management Rotterdam, Netherlands	$198M	+$16.3M	1	3.15%	Increased
165	State of Michigan Retirement System Lansing, Michigan	$198M	+$400K	2	1.14%	Increased
166	Balyasny Asset Management Chicago, Illinois	$195M	+$201M	7	0.32%	Increased
167	Panagora Asset Management Boston, Massachusetts	$193M	+$4.82M	1	0.96%	Increased
168	S Siemens Munich, Germany	$193M	$0	1	100%	Maintained
169	CIBC Asset Management Toronto, Ontario, Canada	$191M	+$6.13M	1	0.63%	Increased
170	Första AP-fonden Stockholm, Sweden	$188M	-$7.57M	1	1.42%	Reduced
171	Xponance Philadelphia, Pennsylvania	$187M	+$6.75M	2	1.81%	Increased
172	Truist Financial Charlotte, North Carolina	$184M	+$917K	3	0.3%	Increased
173	DnB Asset Management Oslo, Norway	$184M	+$5.72M	6	0.85%	Increased
174	Man Group London, United Kingdom	$181M	+$33.9M	1	0.46%	Increased
175	Osaic Holdings Scottsdale, Arizona	$177M	-$34.9M	13	0.39%	Reduced