← 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	Barclays London, United Kingdom	$187M	-$46.9M	5	0.14%	Reduced
27	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$185M	+$19.9M	1	2.74%	Increased
28	GGHC Gilder Gagnon Howe & Co New York	$176M	-$9.79M	1	2.18%	Reduced
29	American Century Companies Kansas City, Missouri	$166M	-$10.1M	1	0.17%	Reduced
30	Dimensional Fund Advisors Austin, Texas	$157M	+$1.19M	4	0.07%	Increased
31	TIAA CREF Investment Management New York	$147M	-$53.6M	4	0.1%	Reduced
32	New York State Common Retirement Fund Albany, New York	$145M	-$6.71M	3	0.18%	Reduced
33	Credit Suisse Zurich, Switzerland	$143M	-$118M	4	0.13%	Reduced
34	Legal & General Group London, United Kingdom	$142M	-$3.32M	4	0.11%	Reduced
35	Wells Fargo San Francisco, California	$138M	+$16.1M	5	0.04%	Increased
36	AllianceBernstein Nashville, Tennessee	$135M	-$6.42M	4	0.1%	Reduced
37	Citigroup New York	$130M	+$12.7M	5	0.11%	Increased
38	Swiss National Bank Zurich, Switzerland	$120M	-$20.2M	2	0.15%	Reduced
39	Citadel Advisors Miami, Florida	$115M	+$134M	5	0.06%	Increased
40	UBS AM Chicago, Illinois	$114M	+$16.7M	2	0.09%	Increased
41	Bank of America Charlotte, North Carolina	$109M	-$30.6M	6	0.02%	Reduced
42	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$106M	+$1.96M	1	0.14%	Increased
43	Zevenbergen Capital Investments Edmonds, Washington	$105M	+$10.9M	1	4.03%	Increased
44	Renaissance Technologies New York	$104M	+$87.3M	3	0.11%	Increased
45	EARNEST Partners Atlanta, Georgia	$97.9M	+$1.95M	2	0.93%	Increased
46	Global X Management Company New York	$96.8M	+$7.09M	5	1.93%	Increased
47	BNP Paribas Financial Markets Paris, France	$95.9M	+$13.9M	5	0.18%	Increased
48	Charles Schwab San Francisco, California	$95.9M	+$3.34M	4	0.07%	Increased
49	Teachers Advisors New York	$89.9M	-$26.7M	3	0.12%	Reduced
50	TD Asset Management Toronto, Ontario, Canada	$87.7M	+$23.1M	1	0.13%	Increased