← 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	American Century Companies Kansas City, Missouri	$1.59B	+$190M	4	1.17%	Increased
27	Allianz Asset Management Munich, Germany	$1.57B	+$120M	3	1.52%	Increased
28	Credit Suisse Zurich, Switzerland	$1.41B	-$155M	5	0.72%	Reduced
29	Parametric Portfolio Associates Seattle, Washington	$1.32B	+$114M	4	0.76%	Increased
30	Invesco Atlanta, Georgia	$1.22B	+$20.1M	8	0.33%	Increased
31	Barclays London, United Kingdom	$1.2B	+$336M	6	0.65%	Increased
32	California Public Employees Retirement System Sacramento, California	$1.2B	-$16.9M	7	0.91%	Reduced
33	HSBC Holdings London, United Kingdom	$1.19B	+$434M	4	1.4%	Increased
34	Susquehanna International Group Bala Cynwyd, Pennsylvania	$1.17B	-$447M	8	0.18%	Reduced
35	Coatue Management New York	$1.09B	-$395M	1	5.95%	Reduced
36	D.E. Shaw & Co New York	$1.07B	+$799M	4	1.03%	Increased
37	Nikko Asset Management Americas New York	$1.07B	+$262M	1	5.22%	Increased
38	GGHC Gilder Gagnon Howe & Co New York	$1.06B	-$393M	2	5.74%	Reduced
39	New York State Common Retirement Fund Albany, New York	$1.04B	-$40.6M	3	1.16%	Reduced
40	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$1.01B	+$2.66M	3	1.33%	Increased
41	Amundi Asset Management US Boston, Massachusetts	$979M	+$116M	4	0.75%	Increased
42	Dimensional Fund Advisors Austin, Texas	$901M	-$51M	5	0.3%	Reduced
43	Deutsche Bank Frankfurt Am Main Ge, Germany	$900M	+$117M	6	0.48%	Increased
44	RhumbLine Advisers Boston, Massachusetts	$894M	-$40.8M	3	1.21%	Reduced
45	Wells Fargo San Francisco, California	$785M	+$33.1M	10	0.18%	Increased
46	AllianceBernstein Nashville, Tennessee	$763M	-$66M	5	0.33%	Reduced
47	Principal Financial Group Des Moines, Iowa	$745M	-$40.7M	3	0.52%	Reduced
48	Citigroup New York	$745M	-$516M	9	0.48%	Reduced
49	Wellington Management Group Boston, Massachusetts	$731M	-$292M	4	0.13%	Reduced
50	Franklin Resources San Mateo, California	$697M	+$29.3M	2	0.28%	Increased