← 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 Atlanta, Georgia	$2B	+$223M	11	0.56%	Increased
27	Loomis, Sayles & Company Boston, Massachusetts	$1.99B	+$252M	1	3.45%	Increased
28	Capital Research Global Investors Los Angeles, California	$1.79B	+$172M	1	0.51%	Increased
29	Amundi Paris, France	$1.5B	-$562M	7	0.81%	Reduced
30	Barclays London, United Kingdom	$1.5B	-$711M	11	0.69%	Reduced
31	VOYA Investment Management Atlanta, Georgia	$1.45B	-$10.7M	8	1.55%	Reduced
32	American Century Companies Kansas City, Missouri	$1.43B	-$14.1M	4	1.13%	Reduced
33	California Public Employees Retirement System Sacramento, California	$1.41B	+$51.7M	4	1.25%	Increased
34	D.E. Shaw & Co New York	$1.34B	-$5.28M	7	1.43%	Reduced
35	Deutsche Bank Frankfurt Am Main Ge, Germany	$1.24B	-$149M	8	0.69%	Reduced
36	Dimensional Fund Advisors Austin, Texas	$1.17B	+$1.02B	5	0.39%	New
37	ARK Investment Management St. Petersburg, Florida	$1.13B	+$142M	1	7.76%	Increased
38	Ameriprise Minneapolis, Minnesota	$1.12B	+$60.7M	3	0.37%	Increased
39	Credit Suisse Zurich, Switzerland	$1.11B	+$54.6M	10	1.12%	Increased
40	Jane Street New York	$1.09B	-$122M	12	0.44%	Reduced
41	RhumbLine Advisers Boston, Massachusetts	$1.05B	+$50.2M	8	1.3%	Increased
42	Coatue Management New York	$1.01B	+$112M	1	6.69%	Increased
43	Susquehanna International Group Bala Cynwyd, Pennsylvania	$970M	-$1.61B	13	0.21%	Reduced
44	HSBC Holdings London, United Kingdom	$942M	-$268M	3	1.13%	Reduced
45	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$940M	-$3.01M	8	1.4%	Reduced
46	UBS Group Zurich, Switzerland	$933M	-$59.2M	16	0.34%	Reduced
47	New York State Common Retirement Fund Albany, New York	$919M	-$25.6M	8	1.23%	Reduced
48	Franklin Resources San Mateo, California	$900M	-$31.6M	2	0.45%	Reduced
49	Mirae Asset Global Investments Seoul, South Korea	$896M	+$28.8M	9	2.09%	Increased
50	Renaissance Technologies New York	$868M	+$112M	7	1.15%	Increased