← 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	$186M	+$41.9M	5	0.13%	Increased
27	BlackRock Group London, United Kingdom	$168M	-$2.55M	5	0.09%	Reduced
28	GGHC Gilder Gagnon Howe & Co New York	$164M	-$6.09M	1	2.64%	Reduced
29	Bank of America Charlotte, North Carolina	$164M	-$14M	6	0.04%	Reduced
30	Geode Capital Management Boston, Massachusetts	$159M	+$9.38M	4	0.09%	Increased
31	Capital Research Global Investors Los Angeles, California	$158M	-$84.1M	1	0.05%	Reduced
32	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$154M	+$41.6M	1	0.35%	Increased
33	Zevenbergen Capital Investments Edmonds, Washington	$150M	+$1.26M	1	6.09%	Increased
34	American Century Companies Kansas City, Missouri	$142M	+$64.9M	1	0.17%	Increased
35	Wellington Management Group Boston, Massachusetts	$129M	-$4.71M	2	0.03%	Reduced
36	HAM HHR Asset Management Berkeley Heights, New Jersey	$114M	-$3.3M	1	5.29%	Reduced
37	New York State Common Retirement Fund Albany, New York	$110M	-$3.74M	3	0.17%	Reduced
38	DnB Asset Management Oslo, Norway	$107M	-$28.2M	3	2.3%	Reduced
39	Wells Fargo San Francisco, California	$106M	-$20.1M	5	0.04%	Reduced
40	Dimensional Fund Advisors Austin, Texas	$101M	+$830K	3	0.06%	Increased
41	Allianz Asset Management Munich, Germany	$100M	-$38.8M	4	0.11%	Reduced
42	Barclays London, United Kingdom	$95.3M	+$34.2M	5	0.12%	Increased
43	VVP Vulcan Value Partners Birmingham, Alabama	$91.6M	-$4.2M	1	0.85%	Reduced
44	Royal Bank of Canada Toronto, Ontario, Canada	$85.2M	+$396K	5	0.06%	Increased
45	California Public Employees Retirement System Sacramento, California	$83.9M	+$194K	6	0.13%	Increased
46	Franklin Resources San Mateo, California	$82.8M	+$600K	2	0.04%	Increased
47	Legal & General Group London, United Kingdom	$82.3M	+$1.08M	4	0.09%	Increased
48	State of Michigan Retirement System Lansing, Michigan	$82.2M	-$449K	1	0.63%	Reduced
49	OIM Oceanic Investment Management Douglas, Isle Of Man	$81.8M	+$40.2M	2	14.97%	Increased
50	EARNEST Partners Atlanta, Georgia	$80.6M	-$3.09M	1	0.82%	Reduced