← 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 New York	$222M	-$31.7M	4	0.15%	Reduced
27	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$220M	-$1.56M	1	0.38%	Reduced
28	GGHC Gilder Gagnon Howe & Co New York	$215M	-$781K	1	2.89%	Reduced
29	Susquehanna International Group Bala Cynwyd, Pennsylvania	$209M	-$98.2M	4	0.07%	Reduced
30	American Century Companies Kansas City, Missouri	$204M	+$14.7M	1	0.2%	Increased
31	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$198M	+$90.3M	1	2.97%	Increased
32	New York State Common Retirement Fund Albany, New York	$172M	+$10.1M	3	0.21%	Increased
33	Legal & General Group London, United Kingdom	$168M	-$5.54M	4	0.12%	Reduced
34	Dimensional Fund Advisors Austin, Texas	$160M	+$991K	4	0.07%	Increased
35	Swiss National Bank Zurich, Switzerland	$158M	+$2.78M	2	0.17%	Increased
36	Bank of America Charlotte, North Carolina	$149M	-$75.2M	6	0.02%	Reduced
37	AllianceBernstein Nashville, Tennessee	$146M	+$20.2M	4	0.1%	Increased
38	Citigroup New York	$140M	+$11.2M	5	0.11%	Increased
39	Wells Fargo San Francisco, California	$136M	+$14.4M	5	0.04%	Increased
40	Teachers Advisors New York	$127M	-$128K	4	0.16%	Reduced
41	California Public Employees Retirement System Sacramento, California	$123M	+$5.13M	5	0.17%	Increased
42	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$122M	-$9.38M	1	0.16%	Reduced
43	UBS AM Chicago, Illinois	$117M	-$9.55M	2	0.1%	Reduced
44	Zevenbergen Capital Investments Edmonds, Washington	$112M	-$629K	1	4.69%	Reduced
45	Charles Schwab San Francisco, California	$104M	+$4.25M	4	0.08%	Increased
46	BNP Paribas Financial Markets Paris, France	$99M	+$5.55M	5	0.18%	Increased
47	Global X Management Company New York	$97.2M	+$42.1M	5	2.22%	Increased
48	EARNEST Partners Atlanta, Georgia	$96.4M	+$559K	2	0.92%	Increased
49	HCM Highfields Capital Management Boston, Massachusetts	$89.5M	-$5.23M	1	0.74%	Reduced
50	TD Asset Management Toronto, Ontario, Canada	$80.9M	+$65.6M	1	0.12%	Increased