← 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	$3.27B	+$441M	3	0.42%	Increased
2	Baillie Gifford & Co Edinburgh, United Kingdom	$2B	+$103M	1	3.6%	Increased
3	T. Rowe Price Associates Baltimore, Maryland	$1.92B	-$230M	2	0.39%	Reduced
4	Vanguard Group Malvern, Pennsylvania	$1.26B	+$74.2M	3	0.09%	Increased
5	Jennison Associates New York	$1.17B	-$6.41M	1	1.08%	Reduced
6	Morgan Stanley New York	$1.12B	-$92.4M	6	0.39%	Reduced
7	JP Morgan Chase New York	$740M	+$27.4M	3	0.17%	Increased
8	Capital World Investors Los Angeles, California	$734M	+$48.7M	1	0.2%	Increased
9	BlackRock Institutional Trust San Francisco, California	$691M	-$17.8M	4	0.11%	Reduced
10	State Street Boston, Massachusetts	$485M	-$12.3M	4	0.05%	Reduced
11	Ameriprise Minneapolis, Minnesota	$481M	-$88.6M	2	0.27%	Reduced
12	Invesco Atlanta, Georgia	$382M	+$2.44M	5	0.15%	Increased
13	Deutsche Bank Frankfurt Am Main Ge, Germany	$346M	+$24.5M	6	0.22%	Increased
14	Primecap Management Pasadena, California	$335M	-$2.34M	1	0.33%	Reduced
15	BAMCO Inc New York	$328M	+$1.92M	1	1.29%	Increased
16	TIAA CREF Investment Management New York	$326M	-$164M	3	0.23%	Reduced
17	BlackRock Fund Advisors San Francisco, California	$316M	-$77.3M	4	0.08%	Reduced
18	Bank of New York Mellon New York	$306M	+$39.2M	4	0.08%	Increased
19	Goldman Sachs New York	$299M	-$180M	4	0.09%	Reduced
20	Norges Bank Oslo, Norway	$288M	+$26.5M	4	0.14%	Increased
21	Capital Research Global Investors Los Angeles, California	$277M	$0	1	0.09%	Maintained
22	ACM Andor Capital Management Rye Brook, New York	$268M	$0	1	24.89%	Maintained
23	JPCCM J&P (China) Capital Management Hong Kong, China	$264M	-$2.37M	1	36.43%	Reduced
24	Northern Trust Chicago, Illinois	$237M	-$1.6M	4	0.07%	Reduced
25	Waddell & Reed Financial Overland Park, Kansas	$231M	+$204M	1	0.33%	New