← 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
TD Asset Management
TD Asset Management
Ontario, Canada
$1.24B +$62.9M 1 1.14% Increased
52
AllianceBernstein
AllianceBernstein
Tennessee
$1.23B +$18.9M 7 0.47% Increased
53
D.E. Shaw & Co
D.E. Shaw & Co
New York
$1.21B -$133M 10 1.13% Reduced
54
Principal Financial Group
Principal Financial Group
Iowa
$1.21B +$23M 4 0.76% Increased
55
Wells Fargo
Wells Fargo
California
$1.2B -$315M 13 0.31% Reduced
56
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$1.19B +$158M 8 2.5% Increased
57
National Pension Service
National Pension Service
South Korea
$1.14B +$73.9M 1 2.09% Increased
58
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$1.07B +$24.4M 2 2.18% Increased
59
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$1.05B +$4.91M 3 2.03% Increased
60
UBS Group
UBS Group
Switzerland
$1.03B +$382M 15 0.34% Increased
61
GGHC
Gilder Gagnon Howe & Co
New York
$1B -$313M 2 9.25% Reduced
62
APG Asset Management
APG Asset Management
Netherlands
$950M -$109M 1 1.8% Reduced
63
Winslow Capital Management
Winslow Capital Management
Minnesota
$917M +$339M 2 3.98% Increased
64
DZ Bank
DZ Bank
Germany
$909M -$368M 3 1.3% Reduced
65
Pictet Asset Management (Switzerland)
Pictet Asset Management (Switzerland)
Switzerland
$848M +$142M 3 0.96% Increased
66
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$843M -$404M 12 0.21% Reduced
67
Putnam Investments
Putnam Investments
Massachusetts
$835M +$72M 2 1.26% Increased
68
Capital Research Global Investors
Capital Research Global Investors
California
$829M +$16.1M 1 0.2% Increased
69
Adage Capital Partners
Adage Capital Partners
Massachusetts
$807M -$77M 4 1.53% Reduced
70
Fred Alger Management
Fred Alger Management
New York
$781M -$75M 2 2.49% Reduced
71
Citigroup
Citigroup
New York
$776M -$371M 11 0.47% Reduced
72
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$774M +$68M 5 0.51% Increased
73
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$769M -$232M 1 5.65% Reduced
74
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$760M +$240M 5 1.02% Increased
75
Canada Life
Canada Life
Manitoba, Canada
$740M -$14.2M 5 1.54% Reduced