← 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	ARK Investment Management St. Petersburg, Florida	$83.9M	+$57.6M	1	4.17%	Increased
52	Royal Bank of Canada Toronto, Ontario, Canada	$82.2M	+$8.67M	6	0.04%	Increased
53	California Public Employees Retirement System Sacramento, California	$79.1M	-$34.3M	5	0.11%	Reduced
54	HCM Highfields Capital Management Boston, Massachusetts	$76.5M	$0	1	0.69%	Maintained
55	Commerzbank Aktiengesellschaft Frankfurt, Germany	$76.1M	+$28.3M	3	0.78%	Increased
56	HAM HHR Asset Management Berkeley Heights, New Jersey	$73.9M	+$12.4M	1	4.23%	Increased
57	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$61.5M	-$2.72M	3	0.13%	Reduced
58	Asset Management One Tokyo, Japan	$58.9M	+$2.57M	1	0.13%	Increased
59	Wellington Management Group Boston, Massachusetts	$52.6M	+$22.9M	3	0.01%	Increased
60	Guggenheim Capital Chicago, Illinois	$51.2M	+$1.84M	4	0.12%	Increased
61	State Board of Administration of Florida Retirement System Tallahassee, Florida	$50M	-$1.59M	2	0.14%	Reduced
62	Pictet Asset Management (UK) London, United Kingdom	$49.5M	-$14.2M	2	0.12%	Reduced
63	NIMC NWQ Investment Management Company Los Angeles, California	$49.3M	-$3.33M	1	0.8%	Reduced
64	DnB Asset Management Oslo, Norway	$48.5M	+$165K	3	0.58%	Increased
65	Jefferies Group New York	$47M	+$57.6M	2	0.25%	Increased
66	APG Asset Management Amsterdam, Netherlands	$45.9M	-$561K	1	0.09%	Reduced
67	SEP Soma Equity Partners San Francisco, California	$45.2M	+$56.1M	1	6.19%	New
68	Prudential Financial Newark, New Jersey	$44.9M	+$1.98M	2	0.07%	Increased
69	Jasper Ridge Partners Menlo Park, California	$42.9M	$0	1	2.56%	Maintained
70	Jane Street New York	$42.6M	+$47.5M	2	0.11%	Increased
71	Royce & Associates New York	$41.3M	-$5.05M	2	0.29%	Reduced
72	Glenmede Trust Philadelphia, Pennsylvania	$39.9M	$0	2	0.17%	Maintained
73	RhumbLine Advisers Boston, Massachusetts	$39M	-$1.82M	3	0.08%	Reduced
74	State of Wisconsin Investment Board Madison, Wisconsin	$38.5M	+$375K	2	0.11%	Increased
75	Wedge Capital Management Charlotte, North Carolina	$38.3M	-$3.73M	1	0.37%	Reduced