← 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	GGHC Gilder Gagnon Howe & Co New York	$172M	+$35.8M	1	3.41%	Increased
27	HCM Highfields Capital Management Boston, Massachusetts	$170M	+$139M	1	1.48%	Increased
28	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$160M	+$11M	1	0.35%	Increased
29	BlackRock Group London, United Kingdom	$159M	+$16.5M	4	0.08%	Increased
30	American Century Companies Kansas City, Missouri	$147M	+$5.05M	2	0.17%	Increased
31	Zevenbergen Capital Investments Edmonds, Washington	$124M	-$8.68M	1	5.81%	Reduced
32	Dimensional Fund Advisors Austin, Texas	$109M	+$5.29M	3	0.06%	Increased
33	New York State Common Retirement Fund Albany, New York	$106M	+$9.07M	3	0.15%	Increased
34	Allianz Asset Management Munich, Germany	$103M	+$41.9M	4	0.11%	Increased
35	Bank of America Charlotte, North Carolina	$95M	-$33.6M	6	0.02%	Reduced
36	Legal & General Group London, United Kingdom	$92.6M	+$17.9M	4	0.1%	Increased
37	Credit Suisse Zurich, Switzerland	$87.1M	-$81.8M	3	0.1%	Reduced
38	Fred Alger Management New York	$86.2M	+$82.4M	1	0.46%	Increased
39	Wells Fargo San Francisco, California	$84.6M	+$1.07M	5	0.03%	Increased
40	EARNEST Partners Atlanta, Georgia	$83.5M	-$665K	1	0.91%	Reduced
41	HAM HHR Asset Management Berkeley Heights, New Jersey	$82.8M	+$380K	1	4.22%	Increased
42	California Public Employees Retirement System Sacramento, California	$82.6M	+$12.3M	6	0.13%	Increased
43	Royal Bank of Canada Toronto, Ontario, Canada	$79.4M	-$4.76M	5	0.05%	Reduced
44	Franklin Resources San Mateo, California	$78.6M	-$7.39M	2	0.04%	Reduced
45	State of Michigan Retirement System Lansing, Michigan	$72.1M	+$53.4M	1	0.56%	Increased
46	Barclays London, United Kingdom	$71.1M	-$291K	6	0.09%	Reduced
47	NIMC NWQ Investment Management Company Los Angeles, California	$68.4M	+$2.78M	1	1.17%	Increased
48	SD Sumway Development Shanghai, China	$66.6M	+$6.01M	1	34.21%	Increased
49	UBS AM Chicago, Illinois	$63.9M	+$7.74M	2	0.07%	Increased
50	Swiss National Bank Zurich, Switzerland	$63.3M	+$4.83M	2	0.1%	Increased