← 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	Deutsche Bank Frankfurt Am Main Ge, Germany	$184M	-$44.9M	5	0.12%	Reduced
27	TIAA CREF Investment Management New York	$176M	+$30.2M	3	0.12%	Increased
28	GGHC Gilder Gagnon Howe & Co New York	$141M	-$14.4M	1	1.87%	Reduced
29	Bank of New York Mellon New York	$133M	+$11.2M	4	0.04%	Increased
30	BlackRock Group London, United Kingdom	$131M	+$1.54M	3	0.08%	Increased
31	HAM HHR Asset Management Berkeley Heights, New Jersey	$129M	-$62.8K	1	5.11%	Reduced
32	Geode Capital Management Boston, Massachusetts	$126M	+$2.52M	4	0.08%	Increased
33	EARNEST Partners Atlanta, Georgia	$119M	-$2.12M	1	0.94%	Reduced
34	TCM Tiger Consumer Management New York	$111M	+$12.7M	1	5.28%	Increased
35	American Century Companies Kansas City, Missouri	$104M	+$705K	2	0.12%	Increased
36	1832 Asset Management Toronto, Ontario, Canada	$100M	+$33.7M	1	0.32%	Increased
37	Dimensional Fund Advisors Austin, Texas	$99.4M	-$2.02M	3	0.07%	Reduced
38	OppenheimerFunds New York	$96M	$0	1	0.11%	Maintained
39	California Public Employees Retirement System Sacramento, California	$91.5M	-$1.25M	6	0.12%	Reduced
40	BM Bridger Management New York	$91.2M	+$16.7M	1	6.42%	Increased
41	State of Michigan Retirement System Lansing, Michigan	$89.9M	-$4.43M	1	0.63%	Reduced
42	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$82.3M	+$3.6M	1	0.19%	Increased
43	KI Kalmar Investments Greenville, Delaware	$79.1M	-$2.44M	1	1.36%	Reduced
44	Putnam Investments Boston, Massachusetts	$77.8M	+$8.07M	3	0.17%	Increased
45	Legal & General Group London, United Kingdom	$77.5M	+$1.14M	4	0.09%	Increased
46	Managed Account Advisors Jersey City, New Jersey	$76.7M	-$15.9M	2	0.09%	Reduced
47	Credit Suisse Zurich, Switzerland	$75.9M	+$5.95M	5	0.06%	Increased
48	New York State Common Retirement Fund Albany, New York	$71.7M	+$9.05M	2	0.11%	Increased
49	Teachers Advisors New York	$71.4M	+$11.8M	4	0.15%	Increased
50	RIM Ranger Investment Management Dallas, Texas	$69.9M	+$5.54M	1	3.41%	Increased