← 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	$2.64B	-$93.8M	3	0.35%	Reduced
2	Baillie Gifford & Co Edinburgh, United Kingdom	$1.28B	+$280M	1	2.76%	Increased
3	Morgan Stanley New York	$992M	+$63.8M	6	0.39%	Increased
4	Vanguard Group Malvern, Pennsylvania	$958M	+$12.8M	3	0.08%	Increased
5	T. Rowe Price Associates Baltimore, Maryland	$922M	-$5.43M	2	0.2%	Reduced
6	Jennison Associates New York	$894M	+$13M	1	0.82%	Increased
7	JP Morgan Chase New York	$650M	+$19.2M	4	0.17%	Increased
8	BlackRock Institutional Trust San Francisco, California	$605M	+$12.2M	4	0.1%	Increased
9	State Street Boston, Massachusetts	$458M	+$14.7M	5	0.05%	Increased
10	Ameriprise Minneapolis, Minnesota	$454M	-$152M	5	0.27%	Reduced
11	Invesco Atlanta, Georgia	$443M	-$21.9M	5	0.17%	Reduced
12	Norges Bank Oslo, Norway	$410M	+$172M	3	0.11%	Increased
13	ACM Andor Capital Management Rye Brook, New York	$362M	-$20.2M	3	19.61%	Reduced
14	Capital Research Global Investors Los Angeles, California	$358M	-$201M	1	0.13%	Reduced
15	Susquehanna International Group Bala Cynwyd, Pennsylvania	$344M	+$249M	4	0.15%	Increased
16	BlackRock Fund Advisors San Francisco, California	$337M	+$3.46M	4	0.09%	Increased
17	Primecap Management Pasadena, California	$318M	-$2.57M	1	0.35%	Reduced
18	Allianz Asset Management Munich, Germany	$311M	-$25.7M	3	0.39%	Reduced
19	JAT Capital Management LP (Connecticut) Greenwich, Connecticut	$228M	$0	1	4.22%	Maintained
20	Goldman Sachs New York	$221M	+$63.5M	4	0.07%	Increased
21	Capital World Investors Los Angeles, California	$219M	+$57.5M	1	0.06%	Increased
22	Northern Trust Chicago, Illinois	$205M	-$2.19M	3	0.06%	Reduced
23	BAMCO Inc New York	$201M	+$82.2M	1	0.8%	Increased
24	Zevenbergen Capital Investments Edmonds, Washington	$201M	-$23.1M	1	7.07%	Reduced
25	Royce & Associates New York	$185M	-$30M	2	0.55%	Reduced