← 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	$2.44B	-$25.2M	12	0.64%	Reduced
27	Primecap Management Pasadena, California	$2.41B	-$135M	1	2.01%	Reduced
28	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$2.41B	-$191M	3	1.87%	Reduced
29	Amundi Paris, France	$2.39B	+$94.9M	6	1.21%	Increased
30	Barclays London, United Kingdom	$2.23B	+$265M	12	1.41%	Increased
31	California Public Employees Retirement System Sacramento, California	$1.78B	+$3M	4	1.53%	Increased
32	American Century Companies Kansas City, Missouri	$1.76B	-$43.6M	6	1.33%	Reduced
33	VOYA Investment Management Atlanta, Georgia	$1.76B	-$52.3M	9	1.82%	Reduced
34	Capital Research Global Investors Los Angeles, California	$1.73B	-$402M	1	0.46%	Reduced
35	Deutsche Bank Frankfurt Am Main Ge, Germany	$1.69B	+$99.5M	10	0.9%	Increased
36	Dimensional Fund Advisors Austin, Texas	$1.66B	+$154M	5	0.53%	Increased
37	HSBC Holdings London, United Kingdom	$1.52B	+$252M	5	1.54%	Increased
38	Ameriprise Minneapolis, Minnesota	$1.5B	+$66.1M	6	0.47%	Increased
39	Credit Suisse Zurich, Switzerland	$1.44B	+$32.8M	8	1.43%	Increased
40	RhumbLine Advisers Boston, Massachusetts	$1.4B	+$56.6M	12	1.57%	Increased
41	D.E. Shaw & Co New York	$1.29B	-$301M	7	1.31%	Reduced
42	ARK Investment Management St. Petersburg, Florida	$1.27B	-$119M	1	8.39%	Reduced
43	UBS Group Zurich, Switzerland	$1.26B	+$70.2M	15	0.43%	Increased
44	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$1.23B	+$37.7M	10	1.74%	Increased
45	Coatue Management New York	$1.22B	-$36.4M	1	5.99%	Reduced
46	Franklin Resources San Mateo, California	$1.18B	+$32.1M	3	0.56%	Increased
47	New York State Common Retirement Fund Albany, New York	$1.15B	-$6.5M	12	1.48%	Reduced
48	Mirae Asset Global Investments Seoul, South Korea	$1.15B	+$13.2M	9	2.46%	Increased
49	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$1.08B	+$97.5M	1	1.74%	Increased
50	S Siemens Munich, Germany	$1.06B	$0	1	85.31%	Maintained