← 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	Coatue Management New York	$138M	+$572K	1	1.4%	Increased
27	Capital World Investors Los Angeles, California	$132M	-$83.2M	1	0.04%	Reduced
28	Bank of New York Mellon New York	$123M	+$4.54M	3	0.04%	Increased
29	Dimensional Fund Advisors Austin, Texas	$104M	-$1.7M	3	0.09%	Reduced
30	HAM HHR Asset Management Berkeley Heights, New Jersey	$103M	-$51.5M	1	4.51%	Reduced
31	BRC Blue Ridge Capital New York	$96.7M	+$74.2M	1	1.16%	New
32	TIAA CREF Investment Management New York	$90.8M	-$8.31M	4	0.07%	Reduced
33	Artisan Partners Milwaukee, Wisconsin	$89.1M	-$427K	1	0.17%	Reduced
34	Geode Capital Management Boston, Massachusetts	$83.7M	+$10M	3	0.07%	Increased
35	OppenheimerFunds New York	$77.4M	+$59.4M	1	0.05%	New
36	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$73.8M	+$12.6M	1	0.2%	Increased
37	KI Kalmar Investments Greenville, Delaware	$72.9M	-$550K	1	1.29%	Reduced
38	BlackRock Group London, United Kingdom	$70.6M	+$46.6M	2	0.05%	Increased
39	Renaissance Technologies New York	$64.8M	+$23.6M	3	0.16%	Increased
40	ACM Andor Capital Management Rye Brook, New York	$62.8M	+$3.71M	1	4.67%	Increased
41	TAM Third Avenue Management New York	$62.7M	+$2.84M	1	1.21%	Increased
42	Managed Account Advisors Jersey City, New Jersey	$62.6M	+$30.5M	2	0.09%	Increased
43	Deutsche Bank Frankfurt Am Main Ge, Germany	$61.5M	-$50.2M	5	0.05%	Reduced
44	RIM Ranger Investment Management Dallas, Texas	$59.5M	+$7.28M	1	2.56%	Increased
45	BM Bridger Management New York	$58M	-$44.5M	1	4.15%	Reduced
46	Credit Suisse Zurich, Switzerland	$56.2M	+$22.7M	4	0.06%	Increased
47	Wedge Capital Management Charlotte, North Carolina	$52.3M	-$566K	2	0.6%	Reduced
48	CAIMH Central Asset Investments & Management Holdings Hong Kong	$51M	+$15.1M	1	26.06%	Increased
49	New York State Common Retirement Fund Albany, New York	$47.9M	-$6.34M	2	0.08%	Reduced
50	Bank of America Charlotte, North Carolina	$47.7M	+$18.3M	5	0.02%	Increased