← 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	Parametric Portfolio Associates Seattle, Washington	$2.67B	+$220M	8	1.37%	Increased
27	Bank of Montreal Toronto, Ontario, Canada	$2.5B	+$286M	6	1.33%	Increased
28	HSBC Holdings London, United Kingdom	$2.5B	+$141M	5	2.31%	Increased
29	American Century Companies Kansas City, Missouri	$2.46B	+$1.17M	3	1.56%	Increased
30	Invesco Atlanta, Georgia	$2.25B	+$199M	11	0.54%	Increased
31	Deutsche Bank Frankfurt Am Main Ge, Germany	$2.13B	+$196M	6	0.96%	Increased
32	ARK Investment Management St. Petersburg, Florida	$2.04B	-$2.04B	2	6.16%	Reduced
33	Wellington Management Group Boston, Massachusetts	$2.01B	+$947M	3	0.32%	Increased
34	Amundi Paris, France	$1.97B	+$138M	5	1.25%	Increased
35	California Public Employees Retirement System Sacramento, California	$1.87B	-$22.4M	4	1.25%	Reduced
36	Credit Suisse Zurich, Switzerland	$1.73B	-$84.3M	9	0.92%	Reduced
37	Bank of America Charlotte, North Carolina	$1.65B	-$1.37B	12	0.16%	Reduced
38	New York State Common Retirement Fund Albany, New York	$1.64B	+$27.9M	7	1.65%	Increased
39	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$1.59B	+$47.9M	7	1.86%	Increased
40	Banque Pictet & Cie Geneva 73, Switzerland	$1.58B	+$1.5B	1	11.69%	Increased
41	Jane Street New York	$1.57B	-$243M	11	0.52%	Reduced
42	Coatue Management New York	$1.56B	+$354M	1	6.93%	Increased
43	Wells Fargo San Francisco, California	$1.54B	+$304M	11	0.39%	Increased
44	Clear Street New York	$1.45B	+$1.38B	2	39.84%	New
45	RhumbLine Advisers Boston, Massachusetts	$1.4B	+$32.5M	6	1.72%	Increased
46	GGHC Gilder Gagnon Howe & Co New York	$1.34B	-$123M	2	7.65%	Reduced
47	Susquehanna International Group Bala Cynwyd, Pennsylvania	$1.34B	-$351M	9	0.2%	Reduced
48	Dimensional Fund Advisors Austin, Texas	$1.34B	+$19.4M	5	0.41%	Increased
49	D.E. Shaw & Co New York	$1.34B	-$88.9M	8	1.11%	Reduced
50	DZ Bank Frankfurt Am Main, Germany	$1.32B	+$1.23B	3	0.94%	Increased