← 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	Wellington Management Group Boston, Massachusetts	$2.32B	-$438M	2	0.45%	Reduced
27	Jennison Associates New York	$2.26B	-$337M	2	1.59%	Reduced
28	Assenagon Asset Management Senningerberg, Luxembourg	$2.19B	+$992M	1	3.66%	Increased
29	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$2.16B	+$152M	1	1.53%	Increased
30	Swiss National Bank Zurich, Switzerland	$2.12B	+$8.49M	5	1.5%	Increased
31	HSBC Holdings London, United Kingdom	$2.08B	+$8.49M	8	1.29%	Increased
32	National Bank of Canada Montreal, Quebec, Canada	$1.91B	+$1.85B	6	2%	Increased
33	American Century Companies Kansas City, Missouri	$1.87B	-$65.8M	5	1.15%	Reduced
34	Capital Research Global Investors Los Angeles, California	$1.84B	-$252M	1	0.4%	Reduced
35	Primecap Management Pasadena, California	$1.84B	-$158M	1	1.52%	Reduced
36	BNP Paribas Financial Markets Paris, France	$1.8B	+$258M	11	1.06%	Increased
37	Bank of Montreal Toronto, Ontario, Canada	$1.77B	-$17.5M	6	0.86%	Reduced
38	UBS Group Zurich, Switzerland	$1.75B	-$226M	19	0.32%	Reduced
39	Franklin Resources San Mateo, California	$1.74B	-$790K	3	0.5%	Reduced
40	Royal Bank of Canada Toronto, Ontario, Canada	$1.74B	+$408M	13	0.36%	Increased
41	Ameriprise Minneapolis, Minnesota	$1.41B	-$141M	4	0.38%	Reduced
42	Dimensional Fund Advisors Austin, Texas	$1.41B	+$50M	6	0.35%	Increased
43	Capstone Investment Advisors New York	$1.4B	+$1.78B	3	3.7%	Increased
44	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$1.38B	+$57.6M	1	1.33%	Increased
45	RhumbLine Advisers Boston, Massachusetts	$1.37B	+$6.94M	9	1.28%	Increased
46	Mitsubishi UFJ Asset Management Tokyo, Japan	$1.37B	+$193M	7	1.26%	Increased
47	Marshall Wace London, United Kingdom	$1.31B	+$404M	7	1.66%	Increased
48	California Public Employees Retirement System Sacramento, California	$1.23B	-$20.4M	4	0.86%	Reduced
49	Wells Fargo San Francisco, California	$1.19B	+$397M	9	0.27%	Increased
50	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$1.17B	-$2.53M	7	1.45%	Reduced