← 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	American Century Companies Kansas City, Missouri	$176M	-$1.44M	1	0.18%	Reduced
27	Schroder Investment Management Group London, United Kingdom	$172M	-$174M	3	0.3%	Reduced
28	Nuveen Charlotte, North Carolina	$172M	-$5.16M	4	0.07%	Reduced
29	Renaissance Technologies New York	$167M	+$135M	3	0.14%	Increased
30	Dimensional Fund Advisors Austin, Texas	$163M	+$3.35M	4	0.06%	Increased
31	Goldman Sachs New York	$160M	-$255M	5	0.05%	Reduced
32	Boston Partners Boston, Massachusetts	$149M	+$1.23M	1	0.2%	Increased
33	Allianz Asset Management Munich, Germany	$139M	-$20.7M	2	0.14%	Reduced
34	Janus Henderson Group London,	$136M	+$24.8M	2	0.07%	Increased
35	AllianceBernstein Nashville, Tennessee	$132M	+$5.31M	5	0.08%	Increased
36	Bank of America Charlotte, North Carolina	$129M	+$1.36M	5	0.02%	Increased
37	APG Asset Management Amsterdam, Netherlands	$129M	+$9.02M	1	0.21%	Increased
38	SG Americas Securities New York	$127M	-$51.9M	4	1.04%	Reduced
39	Royal Bank of Canada Toronto, Ontario, Canada	$125M	+$57.4M	6	0.05%	Increased
40	New York State Common Retirement Fund Albany, New York	$124M	+$4.05M	5	0.16%	Increased
41	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$122M	-$3.44M	2	0.31%	Reduced
42	Zevenbergen Capital Investments Edmonds, Washington	$120M	+$12.1M	1	4.58%	Increased
43	Citigroup New York	$118M	+$6.4M	5	0.09%	Increased
44	UBS AM Chicago, Illinois	$115M	+$530K	2	0.08%	Increased
45	GGHC Gilder Gagnon Howe & Co New York	$114M	-$2.7M	1	1.31%	Reduced
46	Charles Schwab San Francisco, California	$112M	+$6M	3	0.07%	Increased
47	Swiss National Bank Zurich, Switzerland	$110M	+$2.47M	3	0.12%	Increased
48	Credit Suisse Zurich, Switzerland	$104M	-$55.4M	5	0.09%	Reduced
49	BNP Paribas Financial Markets Paris, France	$97.1M	+$4.52M	5	0.17%	Increased
50	Barclays London, United Kingdom	$97.1M	+$18.4M	5	0.06%	Increased