← 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	Zevenbergen Capital Investments Edmonds, Washington	$163M	-$41.3M	1	6.95%	Reduced
27	Deutsche Bank Frankfurt Am Main Ge, Germany	$143M	-$41.6M	5	0.09%	Reduced
28	Bank of New York Mellon New York	$142M	+$15.2M	4	0.04%	Increased
29	Geode Capital Management Boston, Massachusetts	$138M	+$14.2M	4	0.09%	Increased
30	GGHC Gilder Gagnon Howe & Co New York	$135M	-$7.97M	1	1.96%	Reduced
31	BlackRock Group London, United Kingdom	$134M	+$2.13M	3	0.08%	Increased
32	Royce & Associates New York	$125M	-$36.2M	2	0.42%	Reduced
33	Janus Henderson Investors US Denver, Colorado	$123M	+$69M	2	0.11%	Increased
34	American Century Companies Kansas City, Missouri	$112M	+$7.02M	2	0.13%	Increased
35	Two Sigma Investments New York	$107M	+$70.7M	3	0.48%	Increased
36	EARNEST Partners Atlanta, Georgia	$104M	+$2.77M	1	0.87%	Increased
37	Teachers Advisors New York	$102M	+$33.6M	4	0.21%	Increased
38	HAM HHR Asset Management Berkeley Heights, New Jersey	$99.9M	-$31.6M	1	3.91%	Reduced
39	CRAM Claren Road Asset Management New York	$93.9M	+$85.1M	1	7.8%	New
40	Managed Account Advisors Jersey City, New Jersey	$91.9M	+$16.8M	2	0.1%	Increased
41	California Public Employees Retirement System Sacramento, California	$90.9M	-$27.2K	6	0.13%	Reduced
42	Dimensional Fund Advisors Austin, Texas	$90M	+$1.5M	3	0.06%	Increased
43	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$81.4M	-$1.85M	1	0.2%	Reduced
44	State of Michigan Retirement System Lansing, Michigan	$80.9M	-$10.1M	1	0.56%	Reduced
45	Legal & General Group London, United Kingdom	$80.4M	+$2.28M	4	0.1%	Increased
46	Credit Suisse Zurich, Switzerland	$80.3M	+$6.73M	5	0.07%	Increased
47	1832 Asset Management Toronto, Ontario, Canada	$78.9M	-$22.6M	1	0.26%	Reduced
48	Renaissance Technologies New York	$75M	+$14.8M	4	0.21%	Increased
49	TCM Tiger Consumer Management New York	$72.4M	-$41M	1	3.61%	Reduced
50	Pictet Asset Management (UK) London, United Kingdom	$68.8M	+$21.9M	3	0.33%	Increased