← 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
Principal Financial Group
Principal Financial Group
Iowa
$810M +$54.1M 6 0.6% Increased
52
AllianceBernstein
AllianceBernstein
Tennessee
$778M +$7.73M 9 0.36% Increased
53
National Pension Service
National Pension Service
South Korea
$766M +$62.6M 1 1.58% Increased
54
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$716M +$858M 1 1.01% Increased
55
UBS Group
UBS Group
Switzerland
$684M +$40.4M 15 0.28% Increased
56
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$674M +$5.89M 2 1.65% Increased
57
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$642M -$17.3M 4 1.55% Reduced
58
Wells Fargo
Wells Fargo
California
$630M -$150M 13 0.19% Reduced
59
Adage Capital Partners
Adage Capital Partners
Massachusetts
$576M +$84.3M 3 1.32% Increased
60
GGHC
Gilder Gagnon Howe & Co
New York
$559M -$81M 2 9.96% Reduced
61
Renaissance Technologies
Renaissance Technologies
New York
$550M -$645M 7 0.65% Reduced
62
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$546M -$65.4M 5 0.83% Reduced
63
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$544M +$23.4M 13 0.16% Increased
64
APG Asset Management
APG Asset Management
Netherlands
$543M -$114M 1 1.27% Reduced
65
D.E. Shaw & Co
D.E. Shaw & Co
New York
$542M -$273M 10 0.64% Reduced
66
ProShare Advisors
ProShare Advisors
Maryland
$526M -$314M 4 1.74% Reduced
67
DZ Bank
DZ Bank
Germany
$505M -$76.7M 3 0.91% Reduced
68
Pictet Asset Management (Switzerland)
Pictet Asset Management (Switzerland)
Switzerland
$500M -$38.1M 2 0.7% Reduced
69
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$495M -$603M 1 4.9% Reduced
70
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$494M +$53.9M 1 1.26% Increased
71
Jane Street
Jane Street
New York
$490M +$248M 14 0.21% Increased
72
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$487M +$3.54M 8 0.34% Increased
73
Putnam Investments
Putnam Investments
Massachusetts
$477M -$54.6M 2 0.85% Reduced
74
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$470M +$28.6M 3 1.12% Increased
75
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$465M -$17.7M 1 5.75% Reduced