← 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
201	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$246M	+$629K	3	1.25%	Increased
202	NAH Neumann Advisory (HK) Central, Hong Kong	$242M	$0	1	76.09%	Maintained
203	Tidal Investments Milwaukee, Wisconsin	$238M	+$23.1M	6	0.5%	Increased
204	Cerity Partners New York	$237M	-$192M	5	0.33%	Reduced
205	Capital International Investors Los Angeles, California	$235M	+$2.62M	1	0.06%	Increased
206	SEB Asset Management Stockholm,	$232M	+$257M	1	0.99%	New
207	GGHC Gilder Gagnon Howe & Co New York	$230M	-$44M	1	2.76%	Reduced
208	Neuberger Berman Group New York	$230M	+$78.2M	5	0.18%	Increased
209	OFI Invest Asset Management Paris, France	$226M	+$130M	1	2.99%	Increased
210	ING Group Amsterdam, Netherlands	$223M	+$90M	1	1.36%	Increased
211	Mercer Global Advisors Denver, Colorado	$221M	+$27.5M	4	0.33%	Increased
212	Harvest Portfolios Group Oakville, Ontario, Canada	$221M	+$24M	5	3.64%	Increased
213	Amalgamated Bank New York	$219M	-$7.61M	2	1.68%	Reduced
214	Nomura Holdings Tokyo, Japan	$218M	-$262M	4	0.58%	Reduced
215	IFM Investors Melbourne, Australia	$217M	+$9.38M	1	1.81%	Increased
216	HFF Halter Ferguson Financial Carmel, Indiana	$216M	+$29.9M	1	47.35%	Increased
217	AGF Management Toronto, Ontario, Canada	$215M	+$4.39M	1	0.96%	Increased
218	CGH Contrarius Group Holdings Hamilton, Bermuda	$208M	+$16.9M	1	11.77%	Increased
219	Capital International Sarl Los Angeles, California	$206M	+$11.3M	1	3.37%	Increased
220	Nisa Investment Advisors St. Louis, Missouri	$205M	-$15.5M	7	0.76%	Reduced
221	BSL Blue Sparrow LLC Dover, Delaware	$202M	+$135M	1	3.46%	Increased
222	Woodline Partners San Francisco, California	$202M	+$28.4M	2	0.76%	Increased
223	Lazard Asset Management New York	$201M	+$22.2M	3	0.33%	Increased
224	Zevenbergen Capital Investments Edmonds, Washington	$200M	-$64.6M	1	5.74%	Reduced
225	OP Asset Management Helsinki,	$199M	+$78.9M	2	1.72%	Increased