← 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	$2.45B	-$319M	2	0.34%	Reduced
2	BNP Paribas Financial Markets Paris, France	$1.05B	+$2.19B	2	0.81%	Increased
3	Vanguard Group Malvern, Pennsylvania	$854M	-$123M	3	0.07%	Reduced
4	Baillie Gifford & Co Edinburgh, United Kingdom	$831M	-$52.5M	1	1.96%	Reduced
5	T. Rowe Price Associates Baltimore, Maryland	$806M	-$113M	2	0.18%	Reduced
6	Morgan Stanley New York	$802M	-$57M	6	0.34%	Reduced
7	Jennison Associates New York	$763M	+$40.1M	1	0.73%	Increased
8	JP Morgan Chase New York	$552M	+$157M	3	0.15%	Increased
9	Ameriprise Minneapolis, Minnesota	$551M	-$242M	5	0.33%	Reduced
10	BlackRock Institutional Trust San Francisco, California	$527M	+$9.4M	4	0.09%	Increased
11	Capital Research Global Investors Los Angeles, California	$511M	-$191M	1	0.18%	Reduced
12	Invesco Atlanta, Georgia	$417M	-$3.17M	5	0.17%	Reduced
13	State Street Boston, Massachusetts	$394M	+$10.8M	5	0.04%	Increased
14	ACM Andor Capital Management Rye Brook, New York	$345M	+$122M	3	18.27%	Increased
15	BlackRock Fund Advisors San Francisco, California	$313M	+$1.28M	3	0.09%	Increased
16	Allianz Asset Management Munich, Germany	$303M	-$13.6M	3	0.36%	Reduced
17	Primecap Management Pasadena, California	$279M	-$864K	1	0.32%	Reduced
18	Royce & Associates New York	$217M	-$18.4M	2	0.64%	Reduced
19	Deutsche Bank Frankfurt Am Main Ge, Germany	$209M	+$80.6M	6	0.15%	Increased
20	JAT Capital Management LP (Connecticut) Greenwich, Connecticut	$198M	+$185M	1	4.15%	Increased
21	Zevenbergen Capital Investments Edmonds, Washington	$198M	-$43.7M	1	7.07%	Reduced
22	Norges Bank Oslo, Norway	$195M	+$25.7M	2	0.11%	Increased
23	Northern Trust Chicago, Illinois	$188M	-$1.4M	3	0.06%	Reduced
24	GGHC Gilder Gagnon Howe & Co New York	$137M	-$29.3M	1	1.87%	Reduced
25	Renaissance Technologies New York	$135M	+$94.2M	5	0.32%	Increased