← 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	California Public Employees Retirement System Sacramento, California	$1.68B	+$134M	4	1.18%	Increased
27	Jennison Associates New York	$1.65B	-$1.23B	3	1.1%	Reduced
28	Primecap Management Pasadena, California	$1.59B	-$7.13M	1	1.19%	Reduced
29	Swiss National Bank Zurich, Switzerland	$1.52B	-$71.6M	5	1.06%	Reduced
30	UBS Group Zurich, Switzerland	$1.43B	+$542M	17	0.36%	Increased
31	HSBC Holdings London, United Kingdom	$1.36B	+$313M	9	0.92%	Increased
32	Amundi Paris, France	$1.28B	-$28.3M	4	0.55%	Reduced
33	Deutsche Bank Frankfurt Am Main Ge, Germany	$1.22B	-$11.4M	9	0.57%	Reduced
34	American Century Companies Kansas City, Missouri	$1.21B	+$10.4M	6	0.76%	Increased
35	VOYA Investment Management Atlanta, Georgia	$1.14B	-$43M	9	1.12%	Reduced
36	Jane Street New York	$1.06B	-$125M	11	0.22%	Reduced
37	Dimensional Fund Advisors Austin, Texas	$999M	-$66.4M	7	0.27%	Reduced
38	Franklin Resources San Mateo, California	$990M	+$230M	3	0.31%	Increased
39	BNP Paribas Financial Markets Paris, France	$965M	+$430M	5	0.85%	Increased
40	RhumbLine Advisers Boston, Massachusetts	$953M	+$8.92M	12	0.92%	Increased
41	Credit Suisse Zurich, Switzerland	$924M	-$40.3M	7	0.88%	Reduced
42	ARK Investment Management St. Petersburg, Florida	$910M	+$269M	1	6.3%	Increased
43	Citigroup New York	$865M	+$114M	12	0.57%	Increased
44	Mirae Asset Global Investments Seoul, South Korea	$863M	+$195M	10	1.87%	Increased
45	Susquehanna International Group Bala Cynwyd, Pennsylvania	$857M	-$18.3M	13	0.15%	Reduced
46	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$817M	+$7.61M	10	1.03%	Increased
47	Capital Research Global Investors Los Angeles, California	$810M	-$137M	1	0.18%	Reduced
48	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$779M	+$21.8M	1	0.93%	Increased
49	Ameriprise Minneapolis, Minnesota	$768M	-$85.4M	4	0.21%	Reduced
50	D.E. Shaw & Co New York	$708M	+$306M	6	0.61%	Increased