← 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$1.21B +$90.5M 1 0.96% Increased
27
Invesco
Invesco
Georgia
$1.12B -$95.2M 12 0.33% Reduced
28
Goldman Sachs
Goldman Sachs
New York
$1.1B -$335M 11 0.27% Reduced
29
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$1B +$644M 1 2.01% Increased
30
Bank of America
Bank of America
North Carolina
$985M -$561M 13 0.11% Reduced
31
Citadel Advisors
Citadel Advisors
Florida
$974M +$896M 13 0.23% Increased
32
Capital Research Global Investors
Capital Research Global Investors
California
$939M +$228M 1 0.28% Increased
33
American Century Companies
American Century Companies
Missouri
$873M -$10.6M 4 0.71% Reduced
34
VOYA Investment Management
VOYA Investment Management
Georgia
$872M +$36.8M 8 1.01% Increased
35
Deutsche Bank
Deutsche Bank
Germany
$850M +$150M 8 0.49% Increased
36
D.E. Shaw & Co
D.E. Shaw & Co
New York
$807M +$827M 6 0.89% Increased
37
California Public Employees Retirement System
California Public Employees Retirement System
California
$805M +$128M 4 0.69% Increased
38
HSBC Holdings
HSBC Holdings
United Kingdom
$748M +$353M 4 0.86% Increased
39
Jane Street
Jane Street
New York
$734M +$30.3M 14 0.34% Increased
40
S
Siemens
Germany
$682M -$297M 1 73.47% Reduced
41
Credit Suisse
Credit Suisse
Switzerland
$627M +$24.4M 10 0.67% Increased
42
Ameriprise
Ameriprise
Minnesota
$624M +$26.3M 2 0.21% Increased
43
UBS Group
UBS Group
Switzerland
$599M +$571M 16 0.22% Increased
44
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$595M +$33.3M 8 0.8% Increased
45
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$572M -$4.62M 8 0.78% Reduced
46
ARK Investment Management
ARK Investment Management
Florida
$570M +$103M 1 4.94% Increased
47
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$564M +$21.1M 8 0.89% Increased
48
Franklin Resources
Franklin Resources
California
$558M -$3.32M 2 0.29% Reduced
49
Wellington Management Group
Wellington Management Group
Massachusetts
$539M +$21.3M 5 0.11% Increased
50
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$537M +$51.7M 8 1.4% Increased