← 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	ARK Investment Management St. Petersburg, Florida	$211M	+$102M	1	6.03%	Increased
27	TIAA CREF Investment Management New York	$206M	+$94.9M	4	0.15%	Increased
28	Legal & General Group London, United Kingdom	$200M	+$46.2M	5	0.11%	Increased
29	Bank of America Charlotte, North Carolina	$191M	+$91.4M	5	0.03%	Increased
30	Boston Partners Boston, Massachusetts	$189M	-$74.7M	1	0.25%	Reduced
31	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$188M	+$13.7M	1	0.17%	Increased
32	Two Sigma Investments New York	$182M	+$113M	4	0.59%	Increased
33	American Century Companies Kansas City, Missouri	$175M	+$3.75M	1	0.18%	Increased
34	Dimensional Fund Advisors Austin, Texas	$158M	+$1.59M	4	0.06%	Increased
35	GGHC Gilder Gagnon Howe & Co New York	$155M	-$5.85M	1	1.65%	Reduced
36	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$139M	-$154K	1	0.51%	Reduced
37	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$135M	+$96.7M	1	2.22%	Increased
38	Renaissance Technologies New York	$135M	+$53.2M	4	0.12%	Increased
39	New York State Common Retirement Fund Albany, New York	$130M	+$223K	4	0.17%	Increased
40	Teachers Advisors New York	$128M	+$47.5M	4	0.16%	Increased
41	Swiss National Bank Zurich, Switzerland	$125M	+$4.42M	2	0.14%	Increased
42	UBS AM Chicago, Illinois	$125M	+$1.61M	2	0.09%	Increased
43	Commerzbank Aktiengesellschaft Frankfurt, Germany	$125M	-$25.8M	2	1.14%	Reduced
44	Zevenbergen Capital Investments Edmonds, Washington	$116M	+$8.84M	1	4.12%	Increased
45	Charles Schwab San Francisco, California	$112M	-$2.12M	3	0.07%	Reduced
46	Janus Henderson Group London,	$108M	+$16.9M	2	0.06%	Increased
47	Schroder Investment Management Group London, United Kingdom	$108M	+$108M	2	0.19%	New
48	DVF Discovery Value Fund Singapore	$102M	+$19.4M	2	11.45%	Increased
49	Wells Fargo San Francisco, California	$102M	-$25.6M	5	0.03%	Reduced
50	BNP Paribas Financial Markets Paris, France	$95.5M	+$36.8M	5	0.21%	Increased