← 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
Coatue Management
Coatue Management
New York
$519M +$126M 1 5.82% Increased
52
Principal Financial Group
Principal Financial Group
Iowa
$489M +$8.75M 5 0.37% Increased
53
Nomura Holdings
Nomura Holdings
Japan
$487M +$335M 4 1.99% Increased
54
Prudential Financial
Prudential Financial
New Jersey
$483M -$19.8M 3 0.81% Reduced
55
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$458M +$280M 5 0.7% Increased
56
National Pension Service
National Pension Service
South Korea
$447M +$9.73M 1 0.88% Increased
57
Renaissance Technologies
Renaissance Technologies
New York
$442M +$642M 8 0.61% Increased
58
AllianceBernstein
AllianceBernstein
Tennessee
$430M -$25.8M 10 0.19% Reduced
59
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$429M +$162M 11 0.12% Increased
60
Citigroup
Citigroup
New York
$421M +$274M 10 0.33% Increased
61
Two Sigma Advisers
Two Sigma Advisers
New York
$391M +$264M 2 1.09% Increased
62
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$390M -$4.34M 2 0.96% Reduced
63
Jefferies Financial Group
Jefferies Financial Group
New York
$389M +$598M 1 2.69% New
64
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$382M +$96.2M 6 0.61% Increased
65
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$376M +$156M 1 3.92% Increased
66
LW
Libra Wealth
California
$370M $0 1 10.11% Maintained
67
APG Asset Management
APG Asset Management
Netherlands
$361M +$72.2M 1 0.69% Increased
68
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$353M +$51.7M 2 1.26% Increased
69
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$351M -$2.19M 4 0.86% Reduced
70
Wells Fargo
Wells Fargo
California
$341M -$2.74M 14 0.1% Reduced
71
Adage Capital Partners
Adage Capital Partners
Massachusetts
$329M +$3.11M 1 0.79% Increased
72
Millennium Management
Millennium Management
New York
$327M +$119M 9 0.18% Increased
73
SPT
Siemens Pension Trust
Germany
$323M +$297M 1 73.38% New
74
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$319M +$85.3M 6 0.85% Increased
75
Pictet Asset Management (Switzerland)
Pictet Asset Management (Switzerland)
Switzerland
$308M +$36.9M 4 0.45% Increased