← 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
51	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$62.4M	+$3.03M	1	0.11%	Increased
52	NIMC NWQ Investment Management Company Los Angeles, California	$61.5M	+$2.29M	1	0.96%	Increased
53	Allianz Asset Management Munich, Germany	$61.3M	-$30.1M	4	0.07%	Reduced
54	Swiss National Bank Zurich, Switzerland	$60.4M	+$16.2M	3	0.11%	Increased
55	BTP Bloom Tree Partners New York	$59.5M	+$51.1M	1	5.39%	New
56	UBS AM Chicago, Illinois	$59.4M	-$610K	3	0.07%	Reduced
57	OppenheimerFunds New York	$58.5M	-$231K	2	0.08%	Reduced
58	Teachers Advisors New York	$53.2M	+$3.42M	4	0.1%	Increased
59	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$53.1M	+$5.87M	3	0.11%	Increased
60	UBS Group Zurich, Switzerland	$51.7M	+$9.46M	5	0.03%	Increased
61	PNC Financial Services Group Pittsburgh, Pennsylvania	$46.9M	+$9.3M	4	0.05%	Increased
62	Royce & Associates New York	$46.1M	-$7.06M	2	0.29%	Reduced
63	Charles Schwab San Francisco, California	$43.8M	+$1.72M	3	0.06%	Increased
64	HCM Highfields Capital Management Boston, Massachusetts	$43.5M	+$28.8M	1	0.41%	Increased
65	Boston Partners Boston, Massachusetts	$42.7M	+$212K	1	0.06%	Increased
66	Sculptor Capital New York	$42.1M	+$32.4M	2	0.21%	Increased
67	Commerzbank Aktiengesellschaft Frankfurt, Germany	$42.1M	-$22.3M	3	0.35%	Reduced
68	Wedge Capital Management Charlotte, North Carolina	$39.9M	-$473K	2	0.42%	Reduced
69	AllianceBernstein Nashville, Tennessee	$39.3M	+$10.3M	2	0.03%	Increased
70	Calamos Advisors Naperville, Illinois	$39.1M	+$517K	1	0.26%	Increased
71	Eventide Asset Management Boston, Massachusetts	$36.9M	$0	2	2.06%	Maintained
72	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$35.6M	-$987K	1	0.37%	Reduced
73	MTB Mizuho Trust & Banking Tokyo, Japan	$35.4M	+$2.2M	1	0.11%	Increased
74	APG Asset Management Amsterdam, Netherlands	$33.6M	+$6.47M	1	0.07%	Increased
75	Baird Financial Group Milwaukee, Wisconsin	$31.9M	-$673K	1	0.3%	Reduced