← 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
American Century Companies
American Century Companies
Missouri
$189M +$132K 2 0.2% Increased
27
Capital Research Global Investors
Capital Research Global Investors
California
$183M $0 1 0.06% Maintained
28
Wellington Management Group
Wellington Management Group
Massachusetts
$181M +$29.5M 4 0.04% Increased
29
HCM
Highfields Capital Management
Massachusetts
$172M $0 1 1.6% Maintained
30
AllianceBernstein
AllianceBernstein
Tennessee
$163M -$46.9M 2 0.13% Reduced
31
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$156M +$4.49M 4 0.07% Increased
32
Norges Bank
Norges Bank
Norway
$154M -$14M 4 0.06% Reduced
33
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$152M -$18.2M 2 0.12% Reduced
34
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$145M -$7.83M 1 2.45% Reduced
35
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$144M -$3.53M 3 0.19% Reduced
36
Boston Partners
Boston Partners
Massachusetts
$143M +$89.8M 1 0.18% Increased
37
Legal & General Group
Legal & General Group
United Kingdom
$142M +$11M 5 0.12% Increased
38
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$139M -$16.9M 1 6.38% Reduced
39
Swiss National Bank
Swiss National Bank
Switzerland
$133M +$24.8M 2 0.17% Increased
40
Wells Fargo
Wells Fargo
California
$117M -$2.44M 5 0.04% Reduced
41
UBS AM
UBS AM
Illinois
$108M +$8.17M 2 0.11% Increased
42
Bank of America
Bank of America
North Carolina
$107M -$23.2M 6 0.02% Reduced
43
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$101M +$4.18M 5 0.05% Increased
44
California Public Employees Retirement System
California Public Employees Retirement System
California
$100M -$725K 6 0.16% Reduced
45
Teachers Advisors
Teachers Advisors
New York
$100M +$30M 3 0.15% Increased
46
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$99M +$181K 1 0.15% Increased
47
EARNEST Partners
EARNEST Partners
Georgia
$94.2M -$1.68M 1 1.01% Reduced
48
Charles Schwab
Charles Schwab
California
$84.4M +$11.4M 4 0.08% Increased
49
HAM
HHR Asset Management
New Jersey
$84M -$29.3M 1 4.61% Reduced
50
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$76M -$3.24M 3 0.15% Reduced