← 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
$225M -$16M 2 0.23% Reduced
27
Bank of America
Bank of America
North Carolina
$224M +$87.4M 6 0.04% Increased
28
Janus Henderson Group
Janus Henderson Group
$204M +$172M 2 0.14% Increased
29
Legal & General Group
Legal & General Group
United Kingdom
$198M +$14.1M 5 0.16% Increased
30
Boston Partners
Boston Partners
Massachusetts
$194M +$68.2M 1 0.25% Increased
31
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$182M +$5.93M 3 0.24% Increased
32
Deutsche Bank
Deutsche Bank
Germany
$182M -$68.1M 5 0.13% Reduced
33
Swiss National Bank
Swiss National Bank
Switzerland
$175M +$4.66M 2 0.21% Increased
34
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$165M +$5.51M 4 0.08% Increased
35
Wellington Management Group
Wellington Management Group
Massachusetts
$152M -$75.1M 4 0.04% Reduced
36
Barclays
Barclays
United Kingdom
$150M +$65.5M 6 0.16% Increased
37
Citigroup
Citigroup
New York
$149M +$122M 5 0.13% Increased
38
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$148M -$29.2M 1 6.44% Reduced
39
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$143M -$41.9M 1 2.32% Reduced
40
UBS AM
UBS AM
Illinois
$140M +$5.88M 2 0.14% Increased
41
Teachers Advisors
Teachers Advisors
New York
$138M +$16.2M 4 0.19% Increased
42
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$131M +$2.49M 1 0.19% Increased
43
California Public Employees Retirement System
California Public Employees Retirement System
California
$131M +$4.64M 6 0.21% Increased
44
Wells Fargo
Wells Fargo
California
$125M -$9.53M 5 0.04% Reduced
45
AllianceBernstein
AllianceBernstein
Tennessee
$124M -$41.6M 2 0.1% Reduced
46
D.E. Shaw & Co
D.E. Shaw & Co
New York
$116M +$74.4M 3 0.19% Increased
47
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$115M +$43.7M 5 0.35% Increased
48
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$108M +$3.62M 5 0.06% Increased
49
Charles Schwab
Charles Schwab
California
$107M +$7.69M 4 0.1% Increased
50
HCM
Highfields Capital Management
Massachusetts
$102M -$111M 1 0.76% Reduced