← 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
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$186M -$47.3M 1 2.85% Reduced
27
Citigroup
Citigroup
New York
$178M +$10.5M 5 0.16% Increased
28
Legal & General Group
Legal & General Group
United Kingdom
$177M -$4.5M 4 0.14% Reduced
29
GGHC
Gilder Gagnon Howe & Co
New York
$176M -$44.8M 1 1.9% Reduced
30
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$175M -$5.73M 3 0.22% Reduced
31
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$174M -$11.2M 4 0.12% Reduced
32
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$172M +$31.5M 1 0.2% Increased
33
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$168M +$65M 2 1.59% Increased
34
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$168M +$113K 4 0.07% Increased
35
Janus Henderson Group
Janus Henderson Group
$155M -$69.6M 2 0.09% Reduced
36
ARK Investment Management
ARK Investment Management
Florida
$152M +$39.2M 1 5.58% Increased
37
Swiss National Bank
Swiss National Bank
Switzerland
$149M -$3.9M 2 0.17% Reduced
38
Wells Fargo
Wells Fargo
California
$149M -$14.1M 5 0.04% Reduced
39
UBS AM
UBS AM
Illinois
$147M +$771K 2 0.11% Increased
40
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$144M +$8.06M 1 4.8% Increased
41
Wellington Management Group
Wellington Management Group
Massachusetts
$140M +$75.4M 3 0.03% Increased
42
AllianceBernstein
AllianceBernstein
Tennessee
$130M -$19.1M 4 0.09% Reduced
43
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$127M +$3.7M 5 0.21% Increased
44
Charles Schwab
Charles Schwab
California
$126M +$8.04M 4 0.09% Increased
45
Jane Street
Jane Street
New York
$124M +$61.7M 2 0.29% Increased
46
Teachers Advisors
Teachers Advisors
New York
$124M +$11.1M 4 0.15% Increased
47
Bank of America
Bank of America
North Carolina
$109M -$16.2M 6 0.02% Reduced
48
Global X Management Company
Global X Management Company
New York
$108M -$3.57M 5 1.92% Reduced
49
EARNEST Partners
EARNEST Partners
Georgia
$106M +$444K 2 0.99% Increased
50
HCM
Highfields Capital Management
Massachusetts
$98.6M $0 1 1.08% Maintained