← 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	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$162M	+$12.7M	1	0.36%	Increased
27	Geode Capital Management Boston, Massachusetts	$160M	+$6.5M	4	0.08%	Increased
28	BlackRock Group London, United Kingdom	$157M	+$4.17M	5	0.08%	Increased
29	American Century Companies Kansas City, Missouri	$153M	+$15.1M	2	0.18%	Increased
30	GGHC Gilder Gagnon Howe & Co New York	$150M	-$6.3M	1	2.94%	Reduced
31	Zevenbergen Capital Investments Edmonds, Washington	$143M	-$308K	1	6.47%	Reduced
32	Deutsche Bank Frankfurt Am Main Ge, Germany	$140M	-$30.1M	5	0.11%	Reduced
33	Bank of America Charlotte, North Carolina	$135M	-$18M	6	0.03%	Reduced
34	ACM Andor Capital Management Rye Brook, New York	$115M	-$98.7M	1	49.57%	Reduced
35	Susquehanna International Group Bala Cynwyd, Pennsylvania	$109M	+$47.7M	3	0.06%	Increased
36	New York State Common Retirement Fund Albany, New York	$103M	-$3.07M	3	0.16%	Reduced
37	Dimensional Fund Advisors Austin, Texas	$99.8M	+$913K	3	0.06%	Increased
38	BNP Paribas Financial Markets Paris, France	$99.8M	+$51.5M	4	0.42%	Increased
39	VVP Vulcan Value Partners Birmingham, Alabama	$91.6M	+$304K	1	0.82%	Increased
40	HAM HHR Asset Management Berkeley Heights, New Jersey	$89.3M	-$16.7M	1	4.22%	Reduced
41	DnB Asset Management Oslo, Norway	$86.7M	+$15.4M	3	1.81%	Increased
42	Wells Fargo San Francisco, California	$85.7M	-$13.2M	5	0.03%	Reduced
43	Franklin Resources San Mateo, California	$83.6M	+$1.92M	2	0.04%	Increased
44	Royal Bank of Canada Toronto, Ontario, Canada	$83.3M	+$267K	5	0.05%	Increased
45	Legal & General Group London, United Kingdom	$81.9M	+$2.7M	4	0.09%	Increased
46	EARNEST Partners Atlanta, Georgia	$78.8M	-$1.32M	1	0.83%	Reduced
47	Barclays London, United Kingdom	$77M	-$11.6M	6	0.12%	Reduced
48	California Public Employees Retirement System Sacramento, California	$75.9M	-$2.75M	6	0.12%	Reduced
49	1832 Asset Management Toronto, Ontario, Canada	$66.8M	-$8.21M	1	0.16%	Reduced
50	SD Sumway Development Shanghai, China	$66M	-$6.19M	1	33.71%	Reduced