← 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	$2.35B	-$273M	3	0.32%	Reduced
2	Baillie Gifford & Co Edinburgh, United Kingdom	$1.26B	-$33.7M	1	2.76%	Reduced
3	Morgan Stanley New York	$1.01B	+$4.33M	5	0.39%	Increased
4	Vanguard Group Malvern, Pennsylvania	$947M	+$15.2M	4	0.07%	Increased
5	T. Rowe Price Associates Baltimore, Maryland	$911M	-$21.4M	2	0.2%	Reduced
6	Jennison Associates New York	$909M	+$5.86M	1	0.84%	Increased
7	JP Morgan Chase New York	$670M	+$17.9M	3	0.16%	Increased
8	BlackRock Institutional Trust San Francisco, California	$627M	+$31.3M	4	0.11%	Increased
9	Ameriprise Minneapolis, Minnesota	$491M	+$38.7M	5	0.3%	Increased
10	State Street Boston, Massachusetts	$442M	-$9.53M	5	0.05%	Reduced
11	Invesco Atlanta, Georgia	$421M	-$20.7M	5	0.17%	Reduced
12	Susquehanna International Group Bala Cynwyd, Pennsylvania	$385M	+$37.2M	5	0.15%	Increased
13	Allianz Asset Management Munich, Germany	$372M	+$71M	3	0.45%	Increased
14	TIAA CREF Investment Management New York	$356M	+$184M	3	0.25%	Increased
15	Capital World Investors Los Angeles, California	$355M	+$136M	1	0.1%	Increased
16	Primecap Management Pasadena, California	$320M	-$1.34M	1	0.34%	Reduced
17	BlackRock Fund Advisors San Francisco, California	$317M	+$2.56M	4	0.09%	Increased
18	Marsico Capital Management Denver, Colorado	$304M	+$310M	1	2.38%	New
19	ACM Andor Capital Management Rye Brook, New York	$303M	-$61.4M	1	14.1%	Reduced
20	Capital Research Global Investors Los Angeles, California	$262M	-$102M	1	0.09%	Reduced
21	Goldman Sachs New York	$258M	+$36.4M	5	0.08%	Increased
22	BAMCO Inc New York	$251M	+$48.5M	1	1.04%	Increased
23	JAT Capital Management LP (Connecticut) Greenwich, Connecticut	$230M	$0	1	3.75%	Maintained
24	Norges Bank Oslo, Norway	$218M	-$191M	4	0.12%	Reduced
25	Northern Trust Chicago, Illinois	$205M	+$7.99M	3	0.06%	Increased