← 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	Jennison Associates New York	$2.17B	+$274M	2	1.39%	Increased
27	Capital Research Global Investors Los Angeles, California	$2.11B	+$1.06B	1	0.46%	Increased
28	California Public Employees Retirement System Sacramento, California	$1.85B	-$26.5M	4	1.36%	Reduced
29	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$1.78B	-$151M	1	1.31%	Reduced
30	UBS Group Zurich, Switzerland	$1.75B	+$121M	19	0.43%	Increased
31	Primecap Management Pasadena, California	$1.75B	-$37.7M	1	1.26%	Reduced
32	Swiss National Bank Zurich, Switzerland	$1.69B	-$14.9M	4	1.16%	Reduced
33	HSBC Holdings London, United Kingdom	$1.58B	+$40.8M	9	0.97%	Increased
34	BNP Paribas Financial Markets Paris, France	$1.48B	+$349M	5	1.2%	Increased
35	Deutsche Bank Frankfurt Am Main Ge, Germany	$1.46B	+$76.2M	6	0.66%	Increased
36	Jane Street New York	$1.39B	+$179M	13	0.32%	Increased
37	American Century Companies Kansas City, Missouri	$1.38B	+$23.2M	4	0.85%	Increased
38	VOYA Investment Management Atlanta, Georgia	$1.24B	-$38.7M	6	1.22%	Reduced
39	Dimensional Fund Advisors Austin, Texas	$1.2B	+$73.5M	7	0.31%	Increased
40	Citigroup New York	$1.18B	+$184M	12	0.76%	Increased
41	RhumbLine Advisers Boston, Massachusetts	$1.07B	-$916K	12	1.01%	Reduced
42	ARK Investment Management St. Petersburg, Florida	$1.05B	+$23.8M	1	9.33%	Increased
43	Wellington Management Group Boston, Massachusetts	$987M	+$739M	3	0.18%	Increased
44	Ameriprise Minneapolis, Minnesota	$960M	+$85.7M	3	0.26%	Increased
45	CET Clean Energy Transition London, United Kingdom	$954M	+$842M	1	51.77%	New
46	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$924M	+$4.08M	6	1.13%	Increased
47	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$889M	+$11.1M	1	1.02%	Increased
48	Royal Bank of Canada Toronto, Ontario, Canada	$821M	+$52M	14	0.19%	Increased
49	Mitsubishi UFJ Asset Management Tokyo, Japan	$804M	+$78.1M	6	0.98%	Increased
50	D.E. Shaw & Co New York	$777M	-$15.3M	5	0.73%	Reduced