← 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
VOYA Investment Management
VOYA Investment Management
Georgia
$1.6B -$387M 6 1.66% Reduced
52
Principal Financial Group
Principal Financial Group
Iowa
$1.59B +$31.9M 3 0.87% Increased
53
Marshall Wace
Marshall Wace
United Kingdom
$1.55B +$38M 9 1.87% Increased
54
NMO
Newlands Management Operations
Texas
$1.52B $0 1 9.57% Maintained
55
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$1.43B -$13.2M 7 1.92% Reduced
56
Wells Fargo
Wells Fargo
California
$1.37B -$16.3M 11 0.31% Reduced
57
ARK Investment Management
ARK Investment Management
Florida
$1.33B -$419M 1 11.06% Reduced
58
D.E. Shaw & Co
D.E. Shaw & Co
New York
$1.31B +$681M 4 0.96% Increased
59
AllianceBernstein
AllianceBernstein
Tennessee
$1.3B +$20M 6 0.44% Increased
60
Jane Street
Jane Street
New York
$1.27B -$896M 12 0.28% Reduced
61
Rafferty Asset Management
Rafferty Asset Management
New York
$1.19B +$338M 1 4.21% Increased
62
Aberdeen Group
Aberdeen Group
United Kingdom
$1.1B -$57.2M 3 2.07% Reduced
63
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$1.09B +$10.6M 5 2.07% Increased
64
Prudential Financial
Prudential Financial
New Jersey
$1.08B +$1.71M 4 1.48% Increased
65
LPL Financial
LPL Financial
California
$1.06B +$69.4M 9 0.43% Increased
66
Adage Capital Partners
Adage Capital Partners
Massachusetts
$1.04B -$1.13M 1 1.83% Reduced
67
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$1.01B +$308M 3 0.97% Increased
68
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$994M -$30.8M 2 2.09% Reduced
69
Canada Life
Canada Life
Manitoba, Canada
$928M -$32.6M 5 1.6% Reduced
70
Pictet Asset Management
Pictet Asset Management
Switzerland
$928M +$18.4M 4 1% Increased
71
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$915M -$55.3M 4 1.63% Reduced
72
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$900M +$87.7M 5 0.86% Increased
73
Raymond James Financial
Raymond James Financial
Florida
$893M +$712M 7 0.33% New
74
Korea Investment Corp
Korea Investment Corp
South Korea
$878M -$5.2M 1 2.08% Reduced
75
Coatue Management
Coatue Management
New York
$877M -$20.1M 1 2.96% Reduced