← 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
ARK Investment Management
Florida
$302M -$147M 1 7.62% Reduced
27
Deutsche Bank
Deutsche Bank
Germany
$299M -$3.28M 5 0.2% Reduced
28
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$294M -$81.6M 1 4.64% Reduced
29
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$291M +$64.5M 6 0.1% Increased
30
Fidelity International
Fidelity International
Bermuda
$242M +$57.5M 1 0.34% Increased
31
Bank of America
Bank of America
North Carolina
$241M +$31.5M 5 0.03% Increased
32
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$240M +$23.8M 2 0.57% Increased
33
Wells Fargo
Wells Fargo
California
$240M -$48.9M 5 0.06% Reduced
34
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$238M -$79.6M 2 2.32% Reduced
35
GGHC
Gilder Gagnon Howe & Co
New York
$233M +$26.9M 1 2.41% Increased
36
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$223M +$12.9M 4 0.08% Increased
37
Citigroup
Citigroup
New York
$217M +$16.2M 5 0.16% Increased
38
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$216M +$1.75M 3 0.35% Increased
39
UBS AM
UBS AM
Illinois
$208M +$8.23M 2 0.13% Increased
40
Credit Suisse
Credit Suisse
Switzerland
$196M +$14.4M 5 0.14% Increased
41
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$190M -$5.9M 4 0.23% Reduced
42
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$187M +$15.4M 5 0.34% Increased
43
Charles Schwab
Charles Schwab
California
$185M +$3.36M 3 0.1% Increased
44
Swiss National Bank
Swiss National Bank
Switzerland
$184M -$2.88M 3 0.19% Reduced
45
Janus Henderson Group
Janus Henderson Group
$179M +$8.68M 2 0.09% Increased
46
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$177M -$24.1M 1 6.57% Reduced
47
Boston Partners
Boston Partners
Massachusetts
$168M -$1.25M 1 0.22% Reduced
48
AllianceBernstein
AllianceBernstein
Tennessee
$164M +$1.06M 5 0.09% Increased
49
California Public Employees Retirement System
California Public Employees Retirement System
California
$146M +$18.7M 6 0.13% Increased
50
Barclays
Barclays
United Kingdom
$141M -$19.2M 5 0.08% Reduced