← 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	Primecap Management Pasadena, California	$2.26B	-$14.7M	1	1.79%	Reduced
27	Swiss National Bank Zurich, Switzerland	$2.23B	-$58.2M	6	1.64%	Reduced
28	California Public Employees Retirement System Sacramento, California	$2.19B	-$62M	4	1.67%	Reduced
29	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$2.17B	-$23.3M	1	1.6%	Reduced
30	Amundi Paris, France	$2.04B	-$13M	4	0.92%	Reduced
31	Deutsche Bank Frankfurt Am Main Ge, Germany	$1.74B	+$308M	9	0.89%	Increased
32	American Century Companies Kansas City, Missouri	$1.69B	+$18.2M	6	1.16%	Increased
33	VOYA Investment Management Atlanta, Georgia	$1.66B	-$74.6M	9	1.71%	Reduced
34	Jane Street New York	$1.65B	+$797M	11	0.43%	Increased
35	HSBC Holdings London, United Kingdom	$1.53B	+$204M	6	1.33%	Increased
36	Dimensional Fund Advisors Austin, Texas	$1.45B	-$42M	5	0.42%	Reduced
37	Credit Suisse Zurich, Switzerland	$1.36B	-$43.1M	8	1.31%	Reduced
38	Royal Bank of Canada Toronto, Ontario, Canada	$1.35B	+$646M	14	0.32%	Increased
39	UBS Group Zurich, Switzerland	$1.34B	+$201M	17	0.4%	Increased
40	RhumbLine Advisers Boston, Massachusetts	$1.33B	-$14.3M	12	1.4%	Reduced
41	Capital Research Global Investors Los Angeles, California	$1.32B	-$186M	1	0.32%	Reduced
42	Susquehanna International Group Bala Cynwyd, Pennsylvania	$1.23B	+$117M	13	0.23%	Increased
43	Ameriprise Minneapolis, Minnesota	$1.19B	-$235M	7	0.36%	Reduced
44	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$1.14B	+$16M	10	1.58%	Increased
45	Franklin Resources San Mateo, California	$1.11B	-$25.5M	3	0.52%	Reduced
46	Citigroup New York	$1.08B	+$185M	12	0.76%	Increased
47	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$1.07B	+$19.5M	1	1.49%	Increased
48	Coatue Management New York	$1.01B	+$7.45M	1	4.23%	Increased
49	Principal Financial Group Des Moines, Iowa	$985M	-$447K	8	0.63%	Reduced
50	New York State Common Retirement Fund Albany, New York	$956M	-$62.7M	12	1.32%	Reduced