← 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
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$942M -$145M 10 2.08% Reduced
52
Prudential Financial
Prudential Financial
New Jersey
$935M +$36.1M 4 1.46% Increased
53
S
Siemens
Germany
$914M $0 1 90.26% Maintained
54
Citigroup
Citigroup
New York
$888M +$101M 11 0.66% Increased
55
AllianceBernstein
AllianceBernstein
Tennessee
$834M -$18.1M 11 0.35% Reduced
56
Jane Street
Jane Street
New York
$827M -$2.11B 11 0.27% Reduced
57
Wellington Management Group
Wellington Management Group
Massachusetts
$772M +$121M 4 0.15% Increased
58
D.E. Shaw & Co
D.E. Shaw & Co
New York
$763M -$464M 9 0.8% Reduced
59
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$760M -$76M 5 0.98% Reduced
60
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$741M -$12.9M 2 1.79% Reduced
61
APG Asset Management
APG Asset Management
Netherlands
$732M -$36.4M 1 1.5% Reduced
62
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$719M -$8.44M 8 1.69% Reduced
63
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$687M +$55M 6 1.39% Increased
64
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$683M -$148M 14 0.18% Reduced
65
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$674M +$39.7M 3 1.44% Increased
66
Adage Capital Partners
Adage Capital Partners
Massachusetts
$665M +$15.9M 1 1.51% Increased
67
Wells Fargo
Wells Fargo
California
$649M -$77.2M 15 0.19% Reduced
68
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$638M -$10.2M 4 0.95% Reduced
69
TD Asset Management
TD Asset Management
Ontario, Canada
$626M -$31.4M 1 0.76% Reduced
70
Pictet Asset Management
Pictet Asset Management
Switzerland
$614M +$631M 4 0.76% New
71
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$599M +$18.2M 7 1.38% Increased
72
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$596M -$61.8M 3 1.83% Reduced
73
Mariner
Mariner
Kansas
$588M +$40.1M 8 1.58% Increased
74
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$574M -$19.2M 2 1.44% Reduced
75
Victory Capital Management
Victory Capital Management
Texas
$569M -$4.4M 7 0.65% Reduced