← 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	Capital World Investors Los Angeles, California	$133M	$0	1	0.04%	Maintained
27	Goldman Sachs New York	$130M	-$274M	5	0.04%	Reduced
28	TIAA CREF Investment Management New York	$125M	-$20.7M	3	0.09%	Reduced
29	Bank of America Charlotte, North Carolina	$124M	-$215M	5	0.05%	Reduced
30	EARNEST Partners Atlanta, Georgia	$122M	-$7.24M	1	0.98%	Reduced
31	BlackRock Group London, United Kingdom	$113M	+$47.5M	3	0.07%	Increased
32	HAM HHR Asset Management Berkeley Heights, New Jersey	$112M	-$32.2M	1	4.61%	Reduced
33	Bank of New York Mellon New York	$110M	-$16.6M	4	0.03%	Reduced
34	Geode Capital Management Boston, Massachusetts	$109M	+$5.98M	4	0.07%	Increased
35	HCM Highfields Capital Management Boston, Massachusetts	$107M	+$23M	1	0.9%	Increased
36	Lansdowne Partners Limited Partnership London, United Kingdom	$103M	+$99.5M	1	0.87%	New
37	QIM Quantitative Investment Management Charlottesville, Virginia	$100M	+$96.4M	1	4.78%	Increased
38	Dimensional Fund Advisors Austin, Texas	$99.4M	-$16M	3	0.07%	Reduced
39	BAMCO Inc New York	$92.7M	+$89.3M	1	0.38%	New
40	American Century Companies Kansas City, Missouri	$90.3M	-$125M	2	0.11%	Reduced
41	CCI Columbus Circle Investors	$85.8M	+$64.2M	3	0.57%	Increased
42	California Public Employees Retirement System Sacramento, California	$84.6M	+$13.2M	6	0.12%	Increased
43	Managed Account Advisors Jersey City, New Jersey	$84.4M	-$19.1M	3	0.11%	Reduced
44	TCM Tiger Consumer Management New York	$84M	+$11.6M	1	3.85%	Increased
45	OppenheimerFunds New York	$83.4M	$0	1	0.1%	Maintained
46	State of Michigan Retirement System Lansing, Michigan	$82.4M	+$402K	1	0.62%	Increased
47	KI Kalmar Investments Greenville, Delaware	$82.2M	-$1.25M	1	1.39%	Reduced
48	Two Sigma Investments New York	$80.6M	+$70M	1	0.43%	Increased
49	Mirae Asset Global Investments Seoul, South Korea	$68.3M	+$65.8M	1	1.73%	New
50	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$67.9M	-$5.11M	1	0.16%	Reduced