← 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
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.67B +$858M 6 0.27% Increased
27
Credit Suisse
Credit Suisse
Switzerland
$1.64B +$479M 5 0.8% Increased
28
Allianz Asset Management
Allianz Asset Management
Germany
$1.56B -$137M 5 1.54% Reduced
29
Coatue Management
Coatue Management
New York
$1.52B -$490M 1 5.68% Reduced
30
American Century Companies
American Century Companies
Missouri
$1.5B +$85.3M 4 1.17% Increased
31
GGHC
Gilder Gagnon Howe & Co
New York
$1.49B -$103M 2 7.38% Reduced
32
Bank of Montreal
Bank of Montreal
Ontario, Canada
$1.33B +$472M 6 0.88% Increased
33
Invesco
Invesco
Georgia
$1.31B +$351M 7 0.38% Increased
34
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$1.29B +$410M 4 0.81% Increased
35
Citigroup
Citigroup
New York
$1.28B -$851M 7 0.76% Reduced
36
California Public Employees Retirement System
California Public Employees Retirement System
California
$1.28B +$45.2M 7 0.99% Increased
37
Bank of America
Bank of America
North Carolina
$1.24B -$255M 5 0.16% Reduced
38
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
$1.16B -$29.8M 1 7.73% Reduced
39
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$1.14B -$49.7M 3 1.27% Reduced
40
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$1.06B +$30.8M 3 1.49% Increased
41
Wellington Management Group
Wellington Management Group
Massachusetts
$1.02B +$200M 5 0.19% Increased
42
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$1.01B +$150M 5 0.36% Increased
43
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$981M +$279M 3 1.35% Increased
44
Barclays
Barclays
United Kingdom
$961M -$369M 6 0.51% Reduced
45
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$924M +$361M 4 0.79% Increased
46
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$880M -$34.5M 1 5% Reduced
47
HSBC Holdings
HSBC Holdings
United Kingdom
$867M -$48.7M 4 1.16% Reduced
48
AllianceBernstein
AllianceBernstein
Tennessee
$865M +$253M 5 0.41% Increased
49
APG Asset Management
APG Asset Management
Netherlands
$865M +$44M 1 1.41% Increased
50
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$849M -$69.6M 2 1.71% Reduced