← 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
Deutsche Bank
Germany
$153M -$109M 6 0.11% Reduced
27
AllianceBernstein
AllianceBernstein
Tennessee
$143M +$86.3M 2 0.12% Increased
28
Norges Bank
Norges Bank
Norway
$137M -$94M 2 0.06% Reduced
29
Bank of America
Bank of America
North Carolina
$135M +$43.2M 6 0.03% Increased
30
Capital Research Global Investors
Capital Research Global Investors
California
$134M -$33.6M 1 0.04% Reduced
31
Goldman Sachs
Goldman Sachs
New York
$131M -$260M 5 0.04% Reduced
32
American Century Companies
American Century Companies
Missouri
$127M -$15.4M 2 0.14% Reduced
33
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$124M +$376K 4 0.07% Increased
34
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$119M +$215K 1 4.91% Increased
35
HCM
Highfields Capital Management
Massachusetts
$114M -$52.4M 1 1.07% Reduced
36
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$108M +$2.58M 3 0.16% Increased
37
EARNEST Partners
EARNEST Partners
Georgia
$91.2M -$5.66M 1 0.96% Reduced
38
HAM
HHR Asset Management
New Jersey
$90.3M +$11.3M 1 4.24% Increased
39
Legal & General Group
Legal & General Group
United Kingdom
$89.1M -$149K 4 0.09% Reduced
40
Wells Fargo
Wells Fargo
California
$87.7M +$1.48M 5 0.03% Increased
41
Barclays
Barclays
United Kingdom
$83.2M +$14.8M 6 0.09% Increased
42
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$82.8M -$3.94M 5 0.05% Reduced
43
California Public Employees Retirement System
California Public Employees Retirement System
California
$77.2M -$4.22M 6 0.13% Reduced
44
NIMC
NWQ Investment Management Company
California
$74.1M -$5.28M 1 1.08% Reduced
45
Franklin Resources
Franklin Resources
California
$72.6M -$16.1M 2 0.04% Reduced
46
UBS AM
UBS AM
Illinois
$71.6M +$7.55M 2 0.08% Increased
47
Swiss National Bank
Swiss National Bank
Switzerland
$70.8M +$9.75M 2 0.11% Increased
48
DnB Asset Management
DnB Asset Management
Norway
$69.2M +$19.9M 2 1.36% Increased
49
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$69.1M +$2.27M 4 0.08% Increased
50
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$67.5M +$12.6M 1 0.11% Increased