← 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
$313M -$77.9M 1 7.79% Reduced
27
UBS AM
UBS AM
Illinois
$289M +$35.5M 3 0.21% Increased
28
GGHC
Gilder Gagnon Howe & Co
New York
$283M -$9.55M 1 3.4% Reduced
29
Coatue Management
Coatue Management
New York
$280M +$333M 1 3.55% New
30
Swiss National Bank
Swiss National Bank
Switzerland
$280M +$62.9M 3 0.3% Increased
31
DCP
Darsana Capital Partners
New York
$262M +$311M 1 12.39% New
32
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$259M -$131M 1 4.8% Reduced
33
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$255M -$54.7M 2 0.74% Reduced
34
Bank of America
Bank of America
North Carolina
$246M -$14.8M 5 0.04% Reduced
35
American Century Companies
American Century Companies
Missouri
$244M -$191M 1 0.29% Reduced
36
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$236M +$2.86M 5 0.48% Increased
37
Credit Suisse
Credit Suisse
Switzerland
$232M -$11M 6 0.2% Reduced
38
Charles Schwab
Charles Schwab
California
$228M +$15.5M 3 0.13% Increased
39
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$211M -$8.59M 4 0.32% Reduced
40
Deutsche Bank
Deutsche Bank
Germany
$211M -$181M 6 0.19% Reduced
41
Janus Henderson Group
Janus Henderson Group
$207M +$80.3M 2 0.14% Increased
42
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$193M +$3.51M 4 0.1% Increased
43
AllianceBernstein
AllianceBernstein
Tennessee
$193M +$74.9M 5 0.14% Increased
44
DVF
Discovery Value Fund
Singapore
$173M +$204M 2 16.11% Increased
45
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$171M -$865M 2 0.03% Reduced
46
Barclays
Barclays
United Kingdom
$171M -$2.47M 5 0.13% Reduced
47
California Public Employees Retirement System
California Public Employees Retirement System
California
$164M -$10.9M 6 0.2% Reduced
48
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$152M -$82.4M 1 5.74% Reduced
49
Invesco
Invesco
Georgia
$144M +$41.4M 5 0.06% Increased
50
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$141M +$1.57M 3 0.3% Increased