← 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
Barclays
Barclays
United Kingdom
$2.21B +$1.01B 6 1% Increased
27
Allianz Asset Management
Allianz Asset Management
Germany
$2.08B +$110M 3 1.61% Increased
28
American Century Companies
American Century Companies
Missouri
$1.8B -$9.45M 4 1.23% Reduced
29
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$1.79B +$187M 7 1.02% Increased
30
HSBC Holdings
HSBC Holdings
United Kingdom
$1.72B -$48.4M 5 1.73% Reduced
31
Invesco
Invesco
Georgia
$1.63B +$105M 8 0.41% Increased
32
Citadel Advisors
Citadel Advisors
Florida
$1.6B +$1.28B 9 0.33% Increased
33
Bank of Montreal
Bank of Montreal
Ontario, Canada
$1.57B -$590M 5 0.71% Reduced
34
Deutsche Bank
Deutsche Bank
Germany
$1.41B +$277M 5 0.67% Increased
35
California Public Employees Retirement System
California Public Employees Retirement System
California
$1.39B +$20.2M 4 1.04% Increased
36
Amundi
Amundi
France
$1.38B +$489M 3 0.97% Increased
37
Jane Street
Jane Street
New York
$1.35B +$632M 12 0.48% Increased
38
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$1.34B -$234M 1 5.75% Reduced
39
Credit Suisse
Credit Suisse
Switzerland
$1.33B -$233M 5 0.73% Reduced
40
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.27B -$525M 10 0.17% Reduced
41
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$1.19B -$12.5M 6 1.27% Reduced
42
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$1.13B +$9.08M 5 1.45% Increased
43
GGHC
Gilder Gagnon Howe & Co
New York
$1.09B -$42.4M 2 5.66% Reduced
44
D.E. Shaw & Co
D.E. Shaw & Co
New York
$1.06B -$191M 9 0.96% Reduced
45
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$1.01B +$18.6M 5 1.36% Increased
46
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$1B +$23.2M 5 0.32% Increased
47
Wells Fargo
Wells Fargo
California
$910M +$52.5M 9 0.2% Increased
48
Principal Financial Group
Principal Financial Group
Iowa
$880M +$24.1M 4 0.57% Increased
49
Coatue Management
Coatue Management
New York
$874M -$417M 1 3.56% Reduced
50
AllianceBernstein
AllianceBernstein
Tennessee
$870M +$21.6M 8 0.34% Increased