← 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
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$243M -$14.4M 1 0.45% Reduced
27
Deutsche Bank
Deutsche Bank
Germany
$240M +$68.1M 5 0.16% Increased
28
Bank of America
Bank of America
North Carolina
$238M +$26.6M 6 0.04% Increased
29
GGHC
Gilder Gagnon Howe & Co
New York
$237M +$201K 1 3.32% Increased
30
Allianz Asset Management
Allianz Asset Management
Germany
$234M -$8.42M 2 0.2% Reduced
31
Credit Suisse
Credit Suisse
Switzerland
$231M +$159M 5 0.22% Increased
32
American Century Companies
American Century Companies
Missouri
$208M -$4.76M 2 0.21% Reduced
33
Capital Research Global Investors
Capital Research Global Investors
California
$198M -$15.6M 1 0.06% Reduced
34
Legal & General Group
Legal & General Group
United Kingdom
$190M +$2.72M 4 0.14% Increased
35
Boston Partners
Boston Partners
Massachusetts
$188M +$2.88M 1 0.23% Increased
36
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$175M +$2.46M 3 0.22% Increased
37
Swiss National Bank
Swiss National Bank
Switzerland
$170M +$4.91M 2 0.19% Increased
38
Barclays
Barclays
United Kingdom
$167M +$23.1M 6 0.17% Increased
39
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$161M -$1.04M 4 0.07% Reduced
40
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$143M +$19.6M 1 0.2% Increased
41
Citigroup
Citigroup
New York
$141M +$415K 5 0.12% Increased
42
UBS AM
UBS AM
Illinois
$137M +$4.91M 2 0.13% Increased
43
Teachers Advisors
Teachers Advisors
New York
$137M +$5.98M 4 0.19% Increased
44
Wells Fargo
Wells Fargo
California
$129M +$10M 5 0.04% Increased
45
California Public Employees Retirement System
California Public Employees Retirement System
California
$128M +$3.27M 6 0.19% Increased
46
AllianceBernstein
AllianceBernstein
Tennessee
$127M +$9.22M 4 0.1% Increased
47
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$124M -$16M 1 5.38% Reduced
48
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$122M -$12.3M 1 1.91% Reduced
49
Charles Schwab
Charles Schwab
California
$107M +$5.86M 4 0.09% Increased
50
HCM
Highfields Capital Management
Massachusetts
$103M +$6.91M 1 0.89% Increased