← 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
Allianz Asset Management
Allianz Asset Management
Germany
$221M -$31.6M 3 0.24% Reduced
27
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$212M -$7.34M 2 0.17% Reduced
28
Wellington Management Group
Wellington Management Group
Massachusetts
$191M -$21.1M 1 0.05% Reduced
29
GGHC
Gilder Gagnon Howe & Co
New York
$187M +$23.7M 1 2.46% Increased
30
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$175M -$9.95M 1 6.81% Reduced
31
Geode Capital Management
Geode Capital Management
Massachusetts
$168M +$1.52M 4 0.1% Increased
32
BlackRock Group
BlackRock Group
United Kingdom
$167M -$13.9M 3 0.09% Reduced
33
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$139M +$69.7M 1 0.97% Increased
34
Franklin Resources
Franklin Resources
California
$122M +$4.13M 2 0.06% Increased
35
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$119M +$42.7M 4 0.17% Increased
36
HAM
HHR Asset Management
New Jersey
$118M -$32.6M 1 4.76% Reduced
37
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$117M +$3.14M 3 0.07% Increased
38
EARNEST Partners
EARNEST Partners
Georgia
$114M +$472K 1 0.99% Increased
39
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$112M +$4.83M 1 0.26% Increased
40
Bank of America
Bank of America
North Carolina
$106M +$12.1M 6 0.03% Increased
41
Managed Account Advisors
Managed Account Advisors
New Jersey
$104M -$3.39M 2 0.09% Reduced
42
VVP
Vulcan Value Partners
Alabama
$103M -$2.54M 1 0.98% Reduced
43
California Public Employees Retirement System
California Public Employees Retirement System
California
$97.2M -$124K 6 0.15% Reduced
44
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$95.3M +$9.62M 5 0.07% Increased
45
Marsico Capital Management
Marsico Capital Management
Colorado
$93.9M -$19.6M 1 0.83% Reduced
46
Putnam Investments
Putnam Investments
Massachusetts
$93.8M +$11.9M 3 0.19% Increased
47
Wells Fargo
Wells Fargo
California
$92.7M +$7.77M 5 0.04% Increased
48
Credit Suisse
Credit Suisse
Switzerland
$90.9M -$17.9M 4 0.09% Reduced
49
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$88.4M -$65.3M 4 0.04% Reduced
50
Legal & General Group
Legal & General Group
United Kingdom
$87.8M -$326K 4 0.1% Reduced