← 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
Allianz Asset Management
Allianz Asset Management
Germany
$1.07B +$241M 4 1.24% Increased
27
Deutsche Bank
Deutsche Bank
Germany
$1.01B -$59.9M 5 0.7% Reduced
28
GGHC
Gilder Gagnon Howe & Co
New York
$988M -$105M 1 6.09% Reduced
29
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$949M -$183M 2 0.11% Reduced
30
Bank of America
Bank of America
North Carolina
$943M +$9.38M 5 0.13% Increased
31
Charles Schwab
Charles Schwab
California
$932M +$34.9M 3 0.43% Increased
32
Barclays
Barclays
United Kingdom
$893M +$16.2M 6 0.53% Increased
33
American Century Companies
American Century Companies
Missouri
$840M -$125M 4 0.74% Reduced
34
California Public Employees Retirement System
California Public Employees Retirement System
California
$742M +$14.4M 7 0.66% Increased
35
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$739M -$48.6M 3 0.9% Reduced
36
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
$731M -$482M 1 4.84% Reduced
37
Jane Street
Jane Street
New York
$708M +$173M 4 0.43% Increased
38
D.E. Shaw & Co
D.E. Shaw & Co
New York
$663M -$246M 5 0.68% Reduced
39
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$621M +$908K 3 1% Increased
40
Credit Suisse
Credit Suisse
Switzerland
$596M -$460M 6 0.36% Reduced
41
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$581M -$57.3M 5 0.83% Reduced
42
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$577M -$182M 1 5.12% Reduced
43
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$575M -$248M 2 1.29% Reduced
44
HSBC Holdings
HSBC Holdings
United Kingdom
$568M -$91.2M 3 0.91% Reduced
45
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$560M +$168M 7 0.2% Increased
46
Invesco
Invesco
Georgia
$540M +$54M 5 0.18% Increased
47
APG Asset Management
APG Asset Management
Netherlands
$517M -$19.3M 1 0.9% Reduced
48
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$511M -$301K 5 0.22% Reduced
49
DVF
Discovery Value Fund
Singapore
$508M +$417M 2 15.03% Increased
50
Wellington Management Group
Wellington Management Group
Massachusetts
$490M -$306M 4 0.1% Reduced