← 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	$2.11B	+$26.2M	2	0.3%	Increased
2	Vanguard Group Malvern, Pennsylvania	$780M	+$26M	3	0.07%	Increased
3	T. Rowe Price Associates Baltimore, Maryland	$667M	-$257M	2	0.15%	Reduced
4	Baillie Gifford & Co Edinburgh, United Kingdom	$639M	-$11.4M	1	1.51%	Reduced
5	Morgan Stanley New York	$632M	+$3.78M	5	0.27%	Increased
6	Ameriprise Minneapolis, Minnesota	$590M	+$290M	4	0.36%	Increased
7	Jennison Associates New York	$521M	+$366M	1	0.51%	Increased
8	Capital Research Global Investors Los Angeles, California	$511M	-$104M	1	0.19%	Reduced
9	BlackRock Institutional Trust San Francisco, California	$403M	+$16.4M	4	0.07%	Increased
10	BNP Paribas Financial Markets Paris, France	$337M	-$1.07B	4	0.25%	Reduced
11	Invesco Atlanta, Georgia	$326M	-$5.27M	5	0.13%	Reduced
12	Goldman Sachs New York	$304M	+$140M	5	0.1%	Increased
13	State Street Boston, Massachusetts	$301M	+$14M	4	0.03%	Increased
14	JP Morgan Chase New York	$296M	+$56.7M	3	0.08%	Increased
15	BlackRock Fund Advisors San Francisco, California	$280M	+$7.3M	3	0.09%	Increased
16	Bank of America Charlotte, North Carolina	$253M	+$218M	5	0.09%	Increased
17	Allianz Asset Management Munich, Germany	$246M	-$58.7M	3	0.31%	Reduced
18	Royce & Associates New York	$240M	-$14.6M	2	0.69%	Reduced
19	Primecap Management Pasadena, California	$202M	-$9.21M	1	0.24%	Reduced
20	Zevenbergen Capital Investments Edmonds, Washington	$175M	-$4.36M	1	6.04%	Reduced
21	ACM Andor Capital Management Rye Brook, New York	$173M	+$119M	2	9.47%	Increased
22	American Century Companies Kansas City, Missouri	$162M	-$94M	2	0.19%	Reduced
23	Northern Trust Chicago, Illinois	$156M	+$5.15M	3	0.05%	Increased
24	Norges Bank Oslo, Norway	$138M	-$10.1M	2	0.08%	Reduced
25	EARNEST Partners Atlanta, Georgia	$130M	+$125M	1	1.04%	New