← 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
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$590M +$180M 2 0.07% Increased
27
Credit Suisse
Credit Suisse
Switzerland
$583M +$82.1M 6 0.42% Increased
28
Morgan Stanley
Morgan Stanley
New York
$578M -$158M 7 0.13% Reduced
29
GGHC
Gilder Gagnon Howe & Co
New York
$561M -$17M 1 4.39% Reduced
30
Deutsche Bank
Deutsche Bank
Germany
$550M +$93M 5 0.42% Increased
31
Wellington Management Group
Wellington Management Group
Massachusetts
$540M -$63.6M 4 0.12% Reduced
32
American Century Companies
American Century Companies
Missouri
$499M -$2.73M 1 0.47% Reduced
33
D.E. Shaw & Co
D.E. Shaw & Co
New York
$486M +$336M 5 0.58% Increased
34
Bank of America
Bank of America
North Carolina
$473M +$3.5M 5 0.07% Increased
35
Charles Schwab
Charles Schwab
California
$463M +$8.35M 3 0.23% Increased
36
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$441M -$62.7M 2 1.07% Reduced
37
Barclays
Barclays
United Kingdom
$440M +$68.9M 5 0.34% Increased
38
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$414M -$3.82M 5 0.53% Reduced
39
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$393M -$104M 1 5.15% Reduced
40
Allianz Asset Management
Allianz Asset Management
Germany
$389M +$78.1M 2 0.45% Increased
41
California Public Employees Retirement System
California Public Employees Retirement System
California
$369M +$28.2M 6 0.36% Increased
42
HSBC Holdings
HSBC Holdings
United Kingdom
$341M +$115M 3 0.65% Increased
43
Coatue Management
Coatue Management
New York
$335M -$182M 1 2.94% Reduced
44
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$327M -$118M 5 0.58% Reduced
45
Two Sigma Advisers
Two Sigma Advisers
New York
$319M +$81.4M 4 0.94% Increased
46
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$314M +$20.2M 3 0.55% Increased
47
AllianceBernstein
AllianceBernstein
Tennessee
$313M -$16.3M 6 0.18% Reduced
48
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$313M -$782K 4 0.14% Reduced
49
APG Asset Management
APG Asset Management
Netherlands
$282M +$95M 1 0.51% Increased
50
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$267M -$35.7M 1 6.36% Reduced