← 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	$2.04B	-$70M	3	0.26%	Reduced
2	T. Rowe Price Associates Baltimore, Maryland	$1.53B	+$433M	2	0.32%	Increased
3	Baillie Gifford & Co Edinburgh, United Kingdom	$1.33B	+$201M	1	2.51%	Increased
4	Vanguard Group Malvern, Pennsylvania	$875M	+$40.1M	3	0.06%	Increased
5	Morgan Stanley New York	$868M	+$50.2M	6	0.32%	Increased
6	Jennison Associates New York	$831M	+$232M	1	0.76%	Increased
7	BlackRock Institutional Trust San Francisco, California	$518M	+$9.88M	3	0.08%	Increased
8	JP Morgan Chase New York	$504M	-$15.8M	3	0.11%	Reduced
9	Capital World Investors Los Angeles, California	$477M	+$11.1M	1	0.13%	Increased
10	Ameriprise Minneapolis, Minnesota	$421M	-$14.7M	3	0.24%	Reduced
11	State Street Boston, Massachusetts	$366M	-$4.63M	5	0.04%	Reduced
12	TIAA CREF Investment Management New York	$363M	-$9.32M	3	0.25%	Reduced
13	Goldman Sachs New York	$359M	-$160M	4	0.12%	Reduced
14	BlackRock Fund Advisors San Francisco, California	$324M	+$8.56M	4	0.08%	Increased
15	Invesco Atlanta, Georgia	$282M	-$23.3M	5	0.11%	Reduced
16	Primecap Management Pasadena, California	$238M	-$1.2M	1	0.23%	Reduced
17	Deutsche Bank Frankfurt Am Main Ge, Germany	$235M	-$36.5M	5	0.15%	Reduced
18	BAMCO Inc New York	$229M	+$12.8M	1	0.89%	Increased
19	Allianz Asset Management Munich, Germany	$207M	-$65.6M	3	0.24%	Reduced
20	Bank of New York Mellon New York	$203M	+$82.9M	4	0.05%	Increased
21	Janus Henderson Investors US Denver, Colorado	$198M	+$12.4M	2	0.16%	Increased
22	Norges Bank Oslo, Norway	$195M	+$144K	4	0.1%	Increased
23	Capital Research Global Investors Los Angeles, California	$195M	$0	1	0.07%	Maintained
24	ACM Andor Capital Management Rye Brook, New York	$189M	-$50.6M	1	18.75%	Reduced
25	JPCCM J&P (China) Capital Management Hong Kong, China	$188M	-$174M	1	26.49%	Reduced