← 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 Munich, Germany	$1.75B	+$126M	3	1.47%	Increased
27	Susquehanna International Group Bala Cynwyd, Pennsylvania	$1.64B	+$427M	8	0.23%	Increased
28	American Century Companies Kansas City, Missouri	$1.59B	-$24.5M	5	1.08%	Reduced
29	HSBC Holdings London, United Kingdom	$1.56B	+$310M	3	1.66%	Increased
30	Invesco Atlanta, Georgia	$1.48B	+$185M	8	0.36%	Increased
31	Credit Suisse Zurich, Switzerland	$1.41B	-$41.1M	5	0.75%	Reduced
32	Nikko Asset Management Americas New York	$1.4B	+$294M	1	5.48%	Increased
33	Parametric Portfolio Associates Seattle, Washington	$1.39B	+$44M	6	0.78%	Increased
34	California Public Employees Retirement System Sacramento, California	$1.2B	-$12.2M	4	0.9%	Reduced
35	Coatue Management New York	$1.17B	+$59.6M	1	4.52%	Increased
36	Bank of America Charlotte, North Carolina	$1.14B	-$573M	9	0.12%	Reduced
37	D.E. Shaw & Co New York	$1.12B	+$29.8M	8	0.96%	Increased
38	New York State Common Retirement Fund Albany, New York	$1.07B	+$3.04M	5	1.11%	Increased
39	GGHC Gilder Gagnon Howe & Co New York	$1.01B	-$74.4M	2	4.98%	Reduced
40	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$987M	-$38.5M	5	1.24%	Reduced
41	Deutsche Bank Frankfurt Am Main Ge, Germany	$977M	+$57M	8	0.47%	Increased
42	Barclays London, United Kingdom	$971M	-$248M	4	0.46%	Reduced
43	Citigroup New York	$939M	+$169M	9	0.57%	Increased
44	Dimensional Fund Advisors Austin, Texas	$926M	-$26M	5	0.29%	Reduced
45	RhumbLine Advisers Boston, Massachusetts	$869M	-$40.5M	5	1.14%	Reduced
46	Principal Financial Group Des Moines, Iowa	$772M	+$8.97M	4	0.5%	Increased
47	BNP Paribas Financial Markets Paris, France	$771M	+$467M	5	1.02%	Increased
48	Wells Fargo San Francisco, California	$759M	-$41.5M	9	0.17%	Reduced
49	AllianceBernstein Nashville, Tennessee	$748M	-$28.5M	8	0.3%	Reduced
50	Amundi Paris, France	$740M	+$708M	3	0.51%	New