← 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
Invesco
Invesco
Georgia
$2.54B +$262M 12 0.65% Increased
27
American Century Companies
American Century Companies
Missouri
$2.5B -$2.76M 3 1.71% Reduced
28
Bank of Montreal
Bank of Montreal
Ontario, Canada
$2.3B -$157M 7 1.12% Reduced
29
HSBC Holdings
HSBC Holdings
United Kingdom
$2.26B -$248M 5 2.75% Reduced
30
Bank of America
Bank of America
North Carolina
$2.22B +$470M 13 0.22% Increased
31
Deutsche Bank
Deutsche Bank
Germany
$2.17B +$11M 7 1.01% Increased
32
Barclays
Barclays
United Kingdom
$2.08B -$723M 13 1.63% Reduced
33
California Public Employees Retirement System
California Public Employees Retirement System
California
$1.81B -$76.9M 4 1.41% Reduced
34
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$1.74B +$1.51B 1 2.32% Increased
35
ARK Investment Management
ARK Investment Management
Florida
$1.72B -$311M 2 7.17% Reduced
36
Renaissance Technologies
Renaissance Technologies
New York
$1.71B +$793M 7 2.01% Increased
37
Credit Suisse
Credit Suisse
Switzerland
$1.71B -$43.3M 9 1.46% Reduced
38
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$1.7B +$20M 7 1.81% Increased
39
Coatue Management
Coatue Management
New York
$1.65B +$45.8M 1 12.04% Increased
40
Amundi
Amundi
France
$1.64B -$338M 4 1.11% Reduced
41
Ameriprise
Ameriprise
Minnesota
$1.6B +$392M 6 0.47% Increased
42
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.59B +$195M 11 0.28% Increased
43
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$1.59B -$21.4M 1 12.25% Reduced
44
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$1.56B -$52.9M 7 2.05% Reduced
45
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$1.49B +$56M 6 1.92% Increased
46
Wellington Management Group
Wellington Management Group
Massachusetts
$1.46B -$522M 2 0.25% Reduced
47
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$1.42B +$53.5M 5 0.44% Increased
48
Prudential Financial
Prudential Financial
New Jersey
$1.4B +$67.8M 2 1.86% Increased
49
Franklin Resources
Franklin Resources
California
$1.26B +$199M 3 0.51% Increased
50
ProShare Advisors
ProShare Advisors
Maryland
$1.25B -$6.75M 4 2.69% Reduced