← 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	Nuveen Charlotte, North Carolina	$171M	+$176M	4	0.07%	New
27	Legal & General Group London, United Kingdom	$168M	+$7.42M	5	0.09%	Increased
28	SG Americas Securities New York	$168M	+$163M	4	1.16%	Increased
29	American Century Companies Kansas City, Missouri	$165M	+$25.8M	1	0.16%	Increased
30	Dimensional Fund Advisors Austin, Texas	$165M	+$7.46M	4	0.06%	Increased
31	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$160M	+$9.89M	1	0.14%	Increased
32	Boston Partners Boston, Massachusetts	$153M	-$43.3M	1	0.2%	Reduced
33	Credit Suisse Zurich, Switzerland	$152M	+$82.3M	4	0.13%	Increased
34	Allianz Asset Management Munich, Germany	$151M	-$73.9M	2	0.14%	Reduced
35	Nikko Asset Management Americas New York	$147M	+$109M	1	2.88%	Increased
36	JP Morgan Chase New York	$135M	-$99M	5	0.03%	Reduced
37	Bank of America Charlotte, North Carolina	$133M	-$38.4M	5	0.02%	Reduced
38	AllianceBernstein Nashville, Tennessee	$130M	+$47.8M	5	0.08%	Increased
39	HA HHLR Advisors Grand Cayman, Cayman Islands	$116M	+$122M	1	2.6%	New
40	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$115M	+$4.43M	1	0.39%	Increased
41	New York State Common Retirement Fund Albany, New York	$115M	+$3.54M	3	0.14%	Increased
42	Citigroup New York	$114M	+$36.3M	5	0.09%	Increased
43	Janus Henderson Group London,	$110M	+$5.82M	2	0.06%	Increased
44	GGHC Gilder Gagnon Howe & Co New York	$108M	-$15.9M	1	1.09%	Reduced
45	APG Asset Management Amsterdam, Netherlands	$107M	+$80.5M	1	0.18%	Increased
46	UBS AM Chicago, Illinois	$106M	+$6.27M	2	0.08%	Increased
47	Bank of Montreal Toronto, Ontario, Canada	$106M	+$46.6M	6	0.09%	Increased
48	Swiss National Bank Zurich, Switzerland	$100M	-$1.02M	3	0.11%	Reduced
49	Charles Schwab San Francisco, California	$100M	+$5.72M	3	0.06%	Increased
50	Zevenbergen Capital Investments Edmonds, Washington	$99.7M	+$7.27M	1	3.26%	Increased