← 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
S
Siemens
Germany
$948M $0 1 89.08% Maintained
52
ARK Investment Management
ARK Investment Management
Florida
$945M -$65.6M 1 5.59% Reduced
53
NMO
Newlands Management Operations
Texas
$936M $0 1 8.59% Maintained
54
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$898M -$34.9M 10 1.83% Reduced
55
AllianceBernstein
AllianceBernstein
Tennessee
$816M -$11.9M 11 0.31% Reduced
56
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$814M +$57.7M 5 0.92% Increased
57
Prudential Financial
Prudential Financial
New Jersey
$769M -$150M 5 1.16% Reduced
58
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$721M +$6.96M 9 1.5% Increased
59
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$717M -$18.3M 2 1.6% Reduced
60
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$701M +$46.8M 6 1.23% Increased
61
Wellington Management Group
Wellington Management Group
Massachusetts
$690M -$63.9M 3 0.13% Reduced
62
APG Asset Management
APG Asset Management
Netherlands
$689M +$32.7M 1 1.34% Increased
63
DZ Bank
DZ Bank
Germany
$686M -$243M 4 0.85% Reduced
64
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$657M -$11.7M 3 1.3% Reduced
65
Adage Capital Partners
Adage Capital Partners
Massachusetts
$655M -$4.78M 1 1.36% Reduced
66
Renaissance Technologies
Renaissance Technologies
New York
$641M +$425M 7 0.99% Increased
67
Wells Fargo
Wells Fargo
California
$615M -$28.6M 16 0.16% Reduced
68
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$612M -$22.3M 4 0.79% Reduced
69
Pictet Asset Management
Pictet Asset Management
Switzerland
$607M -$2.56M 3 0.67% Reduced
70
D.E. Shaw & Co
D.E. Shaw & Co
New York
$599M -$153M 11 0.52% Reduced
71
Victory Capital Management
Victory Capital Management
Texas
$592M +$25.7M 8 0.62% Increased
72
Aberdeen Group
Aberdeen Group
United Kingdom
$571M +$122M 5 1.24% Increased
73
Canada Life
Canada Life
Manitoba, Canada
$566M +$5.15M 5 1.24% Increased
74
Korea Investment Corp
Korea Investment Corp
South Korea
$561M +$17.6M 1 1.47% Increased
75
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$558M -$48.6M 6 1.15% Reduced