← 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
1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.9B +$1.39B 2 0.31% New
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$883M +$619M 2 0.24% New
3
Capital Research Global Investors
Capital Research Global Investors
California
$647M +$453M 1 0.27% New
4
Vanguard Group
Vanguard Group
Pennsylvania
$558M +$438M 3 0.06% New
5
Morgan Stanley
Morgan Stanley
New York
$513M +$363M 5 0.26% New
6
BlackRock Institutional Trust
BlackRock Institutional Trust
California
$262M +$201M 4 0.05% New
7
Allianz Asset Management
Allianz Asset Management
Germany
$251M +$186M 2 0.36% New
8
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$251M +$176M 1 0.76% New
9
BlackRock Fund Advisors
BlackRock Fund Advisors
California
$177M +$156M 4 0.07% New
10
Royce & Associates
Royce & Associates
New York
$176M +$169M 2 0.54% New
11
Primecap Management
Primecap Management
California
$174M +$122M 1 0.25% New
12
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$159M +$111M 1 6.41% New
13
State Street
State Street
Massachusetts
$152M +$120M 3 0.02% New
14
Capital World Investors
Capital World Investors
California
$134M +$93.6M 1 0.04% New
15
American Century Companies
American Century Companies
Missouri
$128M +$91.9M 2 0.17% New
16
Norges Bank
Norges Bank
Norway
$115M +$91.2M 2 0.07% New
17
GGHC
Gilder Gagnon Howe & Co
New York
$99.8M +$70M 1 1.88% New
18
HAM
HHR Asset Management
New Jersey
$94.4M +$66.2M 1 4.6% New
19
Invesco
Invesco
Georgia
$92.6M +$75.2M 4 0.04% New
20
JP Morgan Chase
JP Morgan Chase
New York
$91.9M +$70.2M 2 0.03% New
21
Northern Trust
Northern Trust
Illinois
$81.8M +$69.8M 4 0.03% New
22
Bank of New York Mellon
Bank of New York Mellon
New York
$79.9M +$68.5M 3 0.03% New
23
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$78.4M +$70.7M 3 0.07% New
24
Deutsche Bank
Deutsche Bank
Germany
$76.9M +$60.7M 5 0.06% New
25
Coatue Management
Coatue Management
New York
$76.2M +$53.4M 1 0.84% New