← 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 Boston, Massachusetts	$2.54B	-$583M	2	0.39%	Reduced
2	BNP Paribas Financial Markets Paris, France	$1.21B	+$1.06B	2	0.88%	Increased
3	T. Rowe Price Associates Baltimore, Maryland	$1.18B	-$313M	2	0.3%	Reduced
4	Vanguard Group Malvern, Pennsylvania	$867M	-$29.4M	3	0.08%	Reduced
5	Baillie Gifford & Co Edinburgh, United Kingdom	$836M	+$295M	1	2.11%	Increased
6	Capital Research Global Investors Los Angeles, California	$789M	-$288M	1	0.31%	Reduced
7	Morgan Stanley New York	$781M	-$106M	5	0.37%	Reduced
8	BlackRock Institutional Trust San Francisco, California	$455M	+$15.8M	4	0.09%	Increased
9	Invesco Atlanta, Georgia	$388M	+$190M	5	0.17%	Increased
10	Allianz Asset Management Munich, Germany	$366M	-$49.8M	2	0.48%	Reduced
11	Ameriprise Minneapolis, Minnesota	$363M	+$207M	4	0.24%	Increased
12	State Street Boston, Massachusetts	$334M	+$71.1M	3	0.04%	Increased
13	American Century Companies Kansas City, Missouri	$323M	+$73.9M	2	0.4%	Increased
14	JP Morgan Chase New York	$294M	+$108M	4	0.09%	Increased
15	BlackRock Fund Advisors San Francisco, California	$273M	+$18.7M	3	0.09%	Increased
16	Primecap Management Pasadena, California	$271M	-$32.7M	1	0.36%	Reduced
17	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$259M	+$189M	1	9.86%	Increased
18	Zevenbergen Capital Investments Edmonds, Washington	$231M	-$42.1M	1	7.8%	Reduced
19	Royce & Associates New York	$223M	+$6.51M	2	0.66%	Increased
20	Jennison Associates New York	$208M	+$144M	1	0.22%	Increased
21	Goldman Sachs New York	$208M	+$90.8M	5	0.08%	Increased
22	Susquehanna International Group Bala Cynwyd, Pennsylvania	$189M	+$53.8M	4	0.1%	Increased
23	Northern Trust Chicago, Illinois	$167M	+$36M	4	0.06%	Increased
24	Norges Bank Oslo, Norway	$165M	-$14.4M	2	0.1%	Reduced
25	GGHC Gilder Gagnon Howe & Co New York	$156M	-$18.1M	1	2.44%	Reduced