← 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	Dimensional Fund Advisors Austin, Texas	$174M	-$3.11M	4	0.07%	Reduced
27	JP Morgan Chase New York	$167M	-$53.7M	4	0.03%	Reduced
28	New York State Common Retirement Fund Albany, New York	$166M	+$22.6M	3	0.2%	Increased
29	American Century Companies Kansas City, Missouri	$163M	-$1.04M	1	0.16%	Reduced
30	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$154M	+$12.7M	1	2.37%	Increased
31	AllianceBernstein Nashville, Tennessee	$153M	+$11.7M	4	0.1%	Increased
32	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$152M	+$23.5M	1	0.16%	Increased
33	GGHC Gilder Gagnon Howe & Co New York	$145M	+$10.5M	1	1.48%	Increased
34	Wells Fargo San Francisco, California	$144M	+$2.18M	5	0.04%	Increased
35	Commerzbank Aktiengesellschaft Frankfurt, Germany	$139M	+$11.4M	2	1.21%	Increased
36	Legal & General Group London, United Kingdom	$139M	+$199K	5	0.1%	Increased
37	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$136M	-$49.6M	1	0.48%	Reduced
38	EARNEST Partners Atlanta, Georgia	$123M	-$238K	2	1.1%	Reduced
39	Zevenbergen Capital Investments Edmonds, Washington	$116M	+$5.61M	1	3.68%	Increased
40	Charles Schwab San Francisco, California	$115M	+$5.6M	4	0.08%	Increased
41	Swiss National Bank Zurich, Switzerland	$114M	-$3.75M	2	0.13%	Reduced
42	UBS AM Chicago, Illinois	$114M	-$656K	2	0.08%	Reduced
43	Royal Bank of Canada Toronto, Ontario, Canada	$106M	+$39.9M	5	0.04%	Increased
44	Mirae Asset Global Investments Seoul, South Korea	$105M	+$102M	4	0.77%	Increased
45	Barclays London, United Kingdom	$101M	+$35.9M	5	0.07%	Increased
46	Bank of America Charlotte, North Carolina	$97.2M	-$4.96M	6	0.02%	Reduced
47	TD Asset Management Toronto, Ontario, Canada	$93.6M	+$69.8M	1	0.14%	Increased
48	TIAA CREF Investment Management New York	$89.6M	-$56.8M	4	0.06%	Reduced
49	Sculptor Capital New York	$84.9M	+$99.9M	2	0.46%	Increased
50	HCM Highfields Capital Management Boston, Massachusetts	$76.1M	$0	1	1.42%	Maintained