← 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
Winslow Capital Management
Winslow Capital Management
Minnesota
$200M +$133M 1 0.73% Increased
27
Bank of America
Bank of America
North Carolina
$184M +$89.1M 6 0.05% Increased
28
GGHC
Gilder Gagnon Howe & Co
New York
$176M +$3.39M 1 2.8% Increased
29
BlackRock Group
BlackRock Group
United Kingdom
$164M +$18.2M 4 0.1% Increased
30
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$159M +$88M 4 0.07% Increased
31
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$154M -$8.86M 1 6.58% Reduced
32
Geode Capital Management
Geode Capital Management
Massachusetts
$153M +$264K 4 0.09% Increased
33
Wellington Management Group
Wellington Management Group
Massachusetts
$139M -$39.4M 1 0.04% Reduced
34
Allianz Asset Management
Allianz Asset Management
Germany
$139M -$49.4M 3 0.17% Reduced
35
Deutsche Bank
Deutsche Bank
Germany
$138M -$178M 5 0.11% Reduced
36
Wells Fargo
Wells Fargo
California
$127M +$49.8M 5 0.05% Increased
37
HAM
HHR Asset Management
New Jersey
$121M +$11.9M 1 5.14% Increased
38
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$116M +$11.4M 3 0.18% Increased
39
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$114M +$9.62M 1 0.28% Increased
40
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$96.8M +$5.45M 3 0.06% Increased
41
VVP
Vulcan Value Partners
Alabama
$91.5M +$13.9M 1 0.89% Increased
42
DnB Asset Management
DnB Asset Management
Norway
$85.9M +$72.4M 3 2.15% Increased
43
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$85.5M -$44.6M 1 0.66% Reduced
44
Legal & General Group
Legal & General Group
United Kingdom
$83.8M +$2.89M 4 0.1% Increased
45
California Public Employees Retirement System
California Public Employees Retirement System
California
$83.1M -$2.53M 6 0.14% Reduced
46
Marsico Capital Management
Marsico Capital Management
Colorado
$82.4M -$4.62M 1 0.86% Reduced
47
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$81.1M +$4.46M 5 0.06% Increased
48
Franklin Resources
Franklin Resources
California
$80.5M -$16.9M 2 0.04% Reduced
49
EARNEST Partners
EARNEST Partners
Georgia
$79.9M -$7.15M 1 0.79% Reduced
50
American Century Companies
American Century Companies
Missouri
$75.2M -$10.2K 1 0.09% Reduced