← 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
26
SG Americas Securities
SG Americas Securities
New York
$4.76B +$3.8B 8 2.66% Increased
27
HSBC Holdings
HSBC Holdings
United Kingdom
$4.58B +$1.3B 10 1.91% Increased
28
Wellington Management Group
Wellington Management Group
Massachusetts
$4.27B +$303M 6 0.74% Increased
29
Deutsche Bank
Deutsche Bank
Germany
$4.1B +$601M 11 1.19% Increased
30
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$3.89B +$781M 14 1.35% Increased
31
Jennison Associates
Jennison Associates
New York
$3.64B -$546M 2 2.19% Reduced
32
Capital Research Global Investors
Capital Research Global Investors
California
$3.62B -$5.32M 2 0.51% Reduced
33
Citigroup
Citigroup
New York
$3.38B +$1.09B 12 1.12% Increased
34
Swiss National Bank
Swiss National Bank
Switzerland
$3.37B -$139M 8 1.76% Reduced
35
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$3.15B +$564M 3 1.74% Increased
36
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$3.13B -$9.29M 1 1.79% Reduced
37
American Century Companies
American Century Companies
Missouri
$3.05B +$115M 5 1.35% Increased
38
Franklin Resources
Franklin Resources
California
$3.04B -$254M 7 0.66% Reduced
39
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$3B +$204M 8 1.66% Increased
40
Bank of Montreal
Bank of Montreal
Ontario, Canada
$2.96B +$151M 7 0.97% Increased
41
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$2.85B -$12.9M 16 0.42% Reduced
42
American Securities
American Securities
New York
$2.82B -$321M 1 75.21% Reduced
43
UBS Group
UBS Group
Switzerland
$2.63B +$147M 23 0.33% Increased
44
Primecap Management
Primecap Management
California
$2.57B -$8.94M 1 1.52% Reduced
45
Vanguard Global Advisers
Vanguard Global Advisers
Pennsylvania
$2.57B -$29.5M 13 1.2% Reduced
46
National Pension Service
National Pension Service
South Korea
$2.53B +$52.2M 1 1.63% Increased
47
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$2.5B -$68.2M 6 0.45% Reduced
48
Vanguard Asset Management
Vanguard Asset Management
$2.39B +$303M 9 1.61% Increased
49
California Public Employees Retirement System
California Public Employees Retirement System
California
$2.37B +$159M 3 1.33% Increased
50
Aberdeen Group
Aberdeen Group
United Kingdom
$2.15B +$319M 1 3.02% Increased