← 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	GGHC Gilder Gagnon Howe & Co New York	$190M	+$7.85M	1	2.7%	Increased
27	Legal & General Group London, United Kingdom	$187M	+$14.1M	5	0.14%	Increased
28	Commerzbank Aktiengesellschaft Frankfurt, Germany	$172M	-$2.07M	2	1.76%	Reduced
29	Dimensional Fund Advisors Austin, Texas	$169M	+$1.34M	4	0.08%	Increased
30	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$166M	-$5.03M	1	0.69%	Reduced
31	New York State Common Retirement Fund Albany, New York	$155M	-$40M	3	0.22%	Reduced
32	Wells Fargo San Francisco, California	$148M	-$3.74M	5	0.05%	Reduced
33	UBS AM Chicago, Illinois	$147M	+$4.67M	2	0.13%	Increased
34	Swiss National Bank Zurich, Switzerland	$144M	+$3.1M	2	0.19%	Increased
35	TIAA CREF Investment Management New York	$139M	+$29.2M	4	0.11%	Increased
36	Allianz Asset Management Munich, Germany	$139M	-$155M	2	0.15%	Reduced
37	ARK Investment Management St. Petersburg, Florida	$138M	-$107M	1	5.6%	Reduced
38	Charles Schwab San Francisco, California	$135M	+$3.77M	4	0.1%	Increased
39	Zevenbergen Capital Investments Edmonds, Washington	$128M	-$17.1M	1	5.59%	Reduced
40	AllianceBernstein Nashville, Tennessee	$127M	-$19.5M	4	0.09%	Reduced
41	D.E. Shaw & Co New York	$120M	+$92M	3	0.16%	Increased
42	Credit Suisse Zurich, Switzerland	$119M	+$37.3M	3	0.12%	Increased
43	Bank of America Charlotte, North Carolina	$119M	+$13.6M	6	0.02%	Increased
44	WM WS Management Jacksonville, Florida	$117M	+$52.2M	1	5.7%	Increased
45	Janus Henderson Group London,	$110M	-$114M	2	0.07%	Reduced
46	EARNEST Partners Atlanta, Georgia	$107M	-$2.46M	2	1.17%	Reduced
47	Pictet Asset Management (UK) London, United Kingdom	$107M	+$15.3M	2	0.27%	Increased
48	Royal Bank of Canada Toronto, Ontario, Canada	$100M	-$16.8M	5	0.05%	Reduced
49	Renaissance Technologies New York	$99.7M	+$81.9M	3	0.11%	Increased
50	Bank of Montreal Toronto, Ontario, Canada	$98.4M	-$965M	5	0.09%	Reduced