← 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	Northern Trust Chicago, Illinois	$182M	+$8.8M	4	0.05%	Increased
27	Wellington Management Group Boston, Massachusetts	$154M	+$103M	2	0.04%	Increased
28	JAT Capital Management LP (Connecticut) Greenwich, Connecticut	$138M	+$9.96M	1	3.73%	Increased
29	BlackRock Group London, United Kingdom	$138M	+$25.2M	3	0.07%	Increased
30	Zevenbergen Capital Investments Edmonds, Washington	$131M	+$1.63M	1	5.49%	Increased
31	Geode Capital Management Boston, Massachusetts	$122M	+$7.56M	4	0.07%	Increased
32	Susquehanna International Group Bala Cynwyd, Pennsylvania	$121M	-$36M	4	0.06%	Reduced
33	GGHC Gilder Gagnon Howe & Co New York	$113M	+$8.07M	1	1.57%	Increased
34	HAM HHR Asset Management Berkeley Heights, New Jersey	$109M	+$4.66M	1	4.22%	Increased
35	Royce & Associates New York	$108M	-$20.5M	2	0.41%	Reduced
36	Franklin Resources San Mateo, California	$104M	-$1.07M	2	0.05%	Reduced
37	EARNEST Partners Atlanta, Georgia	$103M	-$9.31M	1	0.89%	Reduced
38	Dimensional Fund Advisors Austin, Texas	$100M	+$3.73M	3	0.06%	Increased
39	VVP Vulcan Value Partners Birmingham, Alabama	$96.6M	+$3.99M	1	0.96%	Increased
40	CCI Columbus Circle Investors	$87.8M	+$72.3M	2	0.6%	Increased
41	Credit Suisse Zurich, Switzerland	$86.3M	-$38.6M	4	0.09%	Reduced
42	Marsico Capital Management Denver, Colorado	$81.7M	-$122M	1	0.69%	Reduced
43	Putnam Investments Boston, Massachusetts	$81.6M	+$41.6M	3	0.16%	Increased
44	Balyasny Asset Management Chicago, Illinois	$79.4M	+$85.2M	1	0.64%	New
45	Managed Account Advisors Jersey City, New Jersey	$78.5M	-$8.71M	2	0.07%	Reduced
46	California Public Employees Retirement System Sacramento, California	$75.6M	$0	6	0.1%	Maintained
47	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$75.3M	+$11.6M	1	0.17%	Increased
48	Royal Bank of Canada Toronto, Ontario, Canada	$73.7M	-$6.07M	5	0.05%	Reduced
49	Wells Fargo San Francisco, California	$67.3M	+$1.29M	6	0.03%	Increased
50	Bank of America Charlotte, North Carolina	$65.9M	+$24.7M	6	0.02%	Increased