← 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	Capital Research Global Investors Los Angeles, California	$2.93B	+$645M	1	0.59%	Increased
27	Swiss National Bank Zurich, Switzerland	$2.79B	+$185M	5	1.67%	Increased
28	Wellington Management Group Boston, Massachusetts	$2.73B	-$102M	2	0.5%	Reduced
29	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$2.7B	+$47.5M	1	1.68%	Increased
30	UBS Group Zurich, Switzerland	$2.64B	+$467M	19	0.46%	Increased
31	Jennison Associates New York	$2.51B	-$250M	2	1.49%	Reduced
32	HSBC Holdings London, United Kingdom	$2.4B	-$161M	9	1.44%	Reduced
33	American Century Companies Kansas City, Missouri	$2.28B	+$1.3M	6	1.24%	Increased
34	Primecap Management Pasadena, California	$2.2B	-$49.7M	1	1.74%	Reduced
35	Bank of Montreal Toronto, Ontario, Canada	$2.19B	+$19.9M	5	1.03%	Increased
36	Franklin Resources San Mateo, California	$2.03B	-$103M	4	0.54%	Reduced
37	Nomura Holdings Tokyo, Japan	$1.99B	+$584M	3	4.15%	Increased
38	BNP Paribas Financial Markets Paris, France	$1.92B	-$269M	13	1.1%	Reduced
39	Royal Bank of Canada Toronto, Ontario, Canada	$1.82B	-$301M	13	0.33%	Reduced
40	Mitsubishi UFJ Asset Management Tokyo, Japan	$1.79B	+$112M	7	1.43%	Increased
41	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$1.75B	+$53.2M	1	1.51%	Increased
42	National Bank of Canada Montreal, Quebec, Canada	$1.67B	-$638M	7	1.59%	Reduced
43	RhumbLine Advisers Boston, Massachusetts	$1.66B	-$10.5M	10	1.42%	Reduced
44	Dimensional Fund Advisors Austin, Texas	$1.66B	-$32.5M	6	0.38%	Reduced
45	Ameriprise Minneapolis, Minnesota	$1.65B	-$55M	4	0.41%	Reduced
46	California Public Employees Retirement System Sacramento, California	$1.62B	+$109M	4	1.03%	Increased
47	Aberdeen Group Edinburgh, United Kingdom	$1.48B	+$63M	3	2.51%	Increased
48	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$1.45B	+$12.8M	7	1.61%	Increased
49	Jane Street New York	$1.43B	+$334M	8	0.28%	Increased
50	Wells Fargo San Francisco, California	$1.41B	-$42.1M	11	0.29%	Reduced