← 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	$2.4B	+$222M	2	0.31%	Increased
2	Baillie Gifford & Co Edinburgh, United Kingdom	$1.34B	+$197M	1	2.69%	Increased
3	T. Rowe Price Associates Baltimore, Maryland	$1.33B	+$524M	2	0.28%	Increased
4	Morgan Stanley New York	$965M	+$46.7M	6	0.35%	Increased
5	Vanguard Group Malvern, Pennsylvania	$944M	+$54.1M	3	0.07%	Increased
6	Jennison Associates New York	$724M	-$115M	1	0.68%	Reduced
7	JP Morgan Chase New York	$606M	-$10.2M	4	0.14%	Reduced
8	Goldman Sachs New York	$594M	+$377M	5	0.19%	Increased
9	BlackRock Institutional Trust San Francisco, California	$581M	-$4.83M	4	0.09%	Reduced
10	Capital World Investors Los Angeles, California	$550M	+$237M	1	0.15%	Increased
11	Ameriprise Minneapolis, Minnesota	$501M	+$48.6M	3	0.29%	Increased
12	TIAA CREF Investment Management New York	$435M	+$113M	3	0.3%	Increased
13	State Street Boston, Massachusetts	$421M	+$8.9M	5	0.04%	Increased
14	JPCCM J&P (China) Capital Management Hong Kong, China	$413M	+$435M	1	41.77%	New
15	Invesco Atlanta, Georgia	$342M	-$49.1M	5	0.13%	Reduced
16	BlackRock Fund Advisors San Francisco, California	$335M	+$25.7M	4	0.08%	Increased
17	Deutsche Bank Frankfurt Am Main Ge, Germany	$305M	+$188M	6	0.19%	Increased
18	Allianz Asset Management Munich, Germany	$289M	-$67.3M	3	0.32%	Reduced
19	Primecap Management Pasadena, California	$281M	-$12.9M	1	0.28%	Reduced
20	ACM Andor Capital Management Rye Brook, New York	$278M	$0	1	17.71%	Maintained
21	Winslow Capital Management Minneapolis, Minnesota	$265M	+$279M	1	0.82%	Increased
22	BAMCO Inc New York	$256M	+$27.6M	1	1.03%	Increased
23	Marsico Capital Management Denver, Colorado	$230M	-$50.9M	1	1.85%	Reduced
24	Capital Research Global Investors Los Angeles, California	$229M	-$11.3M	1	0.08%	Reduced
25	Norges Bank Oslo, Norway	$217M	+$17.9M	4	0.11%	Increased