← 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
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$155M -$29.3M 4 0.12% Reduced
27
Deutsche Bank
Deutsche Bank
Germany
$153M -$7.2M 5 0.12% Reduced
28
GGHC
Gilder Gagnon Howe & Co
New York
$151M -$12.2M 1 2.99% Reduced
29
American Century Companies
American Century Companies
Missouri
$148M +$12.5M 2 0.16% Increased
30
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$143M +$4.38M 4 0.07% Increased
31
Norges Bank
Norges Bank
Norway
$141M -$12.1M 2 0.06% Reduced
32
Capital Research Global Investors
Capital Research Global Investors
California
$140M $0 1 0.05% Maintained
33
HCM
Highfields Capital Management
Massachusetts
$132M +$11.8M 1 1.1% Increased
34
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$121M -$4.06M 1 5.68% Reduced
35
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$119M +$3.45M 3 0.17% Increased
36
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$118M +$53.5M 1 2.27% Increased
37
Wellington Management Group
Wellington Management Group
Massachusetts
$115M +$96M 4 0.03% Increased
38
Barclays
Barclays
United Kingdom
$110M +$23.8M 5 0.12% Increased
39
Bank of America
Bank of America
North Carolina
$109M -$30.9M 6 0.02% Reduced
40
Legal & General Group
Legal & General Group
United Kingdom
$100M +$6.31M 5 0.09% Increased
41
Wells Fargo
Wells Fargo
California
$100M +$5.59M 5 0.04% Increased
42
EARNEST Partners
EARNEST Partners
Georgia
$94.9M -$7.58M 2 1.04% Reduced
43
HAM
HHR Asset Management
New Jersey
$89.2M -$4.95M 1 4.84% Reduced
44
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$88.7M -$2.57M 5 0.05% Reduced
45
Swiss National Bank
Swiss National Bank
Switzerland
$82.2M +$7.02M 2 0.13% Increased
46
California Public Employees Retirement System
California Public Employees Retirement System
California
$81M -$404K 6 0.14% Reduced
47
UBS AM
UBS AM
Illinois
$80.1M +$3.4M 2 0.09% Increased
48
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$77.6M -$117K 3 0.09% Reduced
49
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$75.8M +$4.78M 1 0.12% Increased
50
Renaissance Technologies
Renaissance Technologies
New York
$71.6M +$60.4M 3 0.11% Increased