← 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	$3.49B	-$474M	4	0.65%	Reduced
27	Capital Research Global Investors Los Angeles, California	$3.21B	+$172M	1	0.5%	Increased
28	Swiss National Bank Zurich, Switzerland	$3.1B	+$228M	7	1.79%	Increased
29	Deutsche Bank Frankfurt Am Main Ge, Germany	$3.06B	+$58M	10	1.01%	Increased
30	Franklin Resources San Mateo, California	$2.91B	+$73.9M	7	0.71%	Increased
31	HSBC Holdings London, United Kingdom	$2.84B	-$90M	10	1.48%	Reduced
32	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$2.77B	-$109M	1	1.8%	Reduced
33	American Securities New York	$2.76B	+$2.72B	1	70.12%	New
34	BNP Paribas Financial Markets Paris, France	$2.7B	+$116M	12	1.31%	Increased
35	American Century Companies Kansas City, Missouri	$2.58B	-$36.4M	5	1.33%	Reduced
36	Royal Bank of Canada Toronto, Ontario, Canada	$2.53B	-$374M	17	0.44%	Reduced
37	Bank of Montreal Toronto, Ontario, Canada	$2.47B	-$465M	8	0.92%	Reduced
38	Mitsubishi UFJ Asset Management Tokyo, Japan	$2.46B	+$193M	8	1.65%	Increased
39	Vanguard Global Advisers Malvern, Pennsylvania	$2.29B	+$2.54B	13	1.23%	New
40	Primecap Management Pasadena, California	$2.28B	-$79.1M	1	1.79%	Reduced
41	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$2.25B	+$411M	3	1.45%	Increased
42	Dimensional Fund Advisors Austin, Texas	$2.24B	+$90.7M	8	0.46%	Increased
43	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$2.19B	+$89.8M	1	1.66%	Increased
44	UBS Group Zurich, Switzerland	$2.18B	+$592M	19	0.33%	Increased
45	National Bank of Canada Montreal, Quebec, Canada	$1.99B	+$9.88M	7	1.78%	Increased
46	Citigroup New York	$1.96B	-$535M	15	0.84%	Reduced
47	California Public Employees Retirement System Sacramento, California	$1.94B	-$20.2M	3	1.19%	Reduced
48	ExodusPoint Capital Management New York	$1.86B	+$2.01B	4	14.74%	Increased
49	Susquehanna International Group Bala Cynwyd, Pennsylvania	$1.83B	+$399M	11	0.21%	Increased
50	RhumbLine Advisers Boston, Massachusetts	$1.83B	-$21.7M	10	1.56%	Reduced