← 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
Deutsche Bank
Deutsche Bank
Germany
$3.38B -$105M 8 1.32% Reduced
27
Swiss National Bank
Swiss National Bank
Switzerland
$3.29B -$126M 5 2.19% Reduced
28
HSBC Holdings
HSBC Holdings
United Kingdom
$3.27B +$177M 7 1.9% Increased
29
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$3.18B -$210M 1 2.15% Reduced
30
Capital Research Global Investors
Capital Research Global Investors
California
$3.17B -$898M 1 0.65% Reduced
31
Citigroup
Citigroup
New York
$3.1B +$8.25M 11 1.84% Increased
32
Primecap Management
Primecap Management
California
$3.05B -$374M 1 2.36% Reduced
33
UBS Group
UBS Group
Switzerland
$3.01B +$232M 17 0.56% Increased
34
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$3B -$1.68B 1 2.3% Reduced
35
American Century Companies
American Century Companies
Missouri
$2.97B +$86.7M 5 1.71% Increased
36
Bank of Montreal
Bank of Montreal
Ontario, Canada
$2.78B +$64.4M 6 1.29% Increased
37
Franklin Resources
Franklin Resources
California
$2.72B +$887M 3 0.75% Increased
38
Nomura Holdings
Nomura Holdings
Japan
$2.67B +$786M 5 3.6% Increased
39
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$2.49B -$287M 11 1.39% Reduced
40
DZ Bank
DZ Bank
Germany
$2.4B +$755M 4 2.43% Increased
41
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.36B +$1.84B 1 0.74% Increased
42
Ameriprise
Ameriprise
Minnesota
$2.35B -$9.57M 4 0.6% Reduced
43
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$2.22B +$254M 12 0.44% Increased
44
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$2.22B +$1.17B 1 3.57% Increased
45
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$2.12B -$14.6M 11 1.89% Reduced
46
National Pension Service
National Pension Service
South Korea
$2.09B -$4.77M 1 1.98% Reduced
47
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$2.08B -$3.4M 7 0.5% Reduced
48
California Public Employees Retirement System
California Public Employees Retirement System
California
$1.93B -$28.3M 4 1.29% Reduced
49
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$1.93B +$112M 7 1.87% Increased
50
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$1.82B -$39.2M 7 2.13% Reduced