← 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	+$328M	2	0.47%	Increased
2	Baillie Gifford & Co Edinburgh, United Kingdom	$2.36B	+$523M	1	4.62%	Increased
3	T. Rowe Price Associates Baltimore, Maryland	$1.99B	+$218M	2	0.44%	Increased
4	Vanguard Group Malvern, Pennsylvania	$1.17B	+$40.3M	3	0.08%	Increased
5	Morgan Stanley New York	$1.05B	+$13.3M	5	0.39%	Increased
6	Jennison Associates New York	$930M	-$160M	1	0.95%	Reduced
7	Capital World Investors Los Angeles, California	$763M	+$85.6M	1	0.22%	Increased
8	BlackRock Institutional Trust San Francisco, California	$629M	+$1.37M	3	0.11%	Increased
9	JP Morgan Chase New York	$622M	-$60.9M	3	0.17%	Reduced
10	Ameriprise Minneapolis, Minnesota	$569M	+$134M	2	0.35%	Increased
11	State Street Boston, Massachusetts	$443M	+$5.46M	4	0.05%	Increased
12	Invesco Atlanta, Georgia	$350M	+$7.36M	5	0.15%	Increased
13	BAMCO Inc New York	$317M	+$13.3M	1	1.43%	Increased
14	TIAA CREF Investment Management New York	$308M	+$8.58M	3	0.24%	Increased
15	Primecap Management Pasadena, California	$285M	-$25.3M	1	0.32%	Reduced
16	BlackRock Fund Advisors San Francisco, California	$276M	+$14.3M	4	0.07%	Increased
17	Capital Research Global Investors Los Angeles, California	$256M	$0	1	0.09%	Maintained
18	Goldman Sachs New York	$253M	-$19.9M	4	0.09%	Reduced
19	ACM Andor Capital Management Rye Brook, New York	$248M	$0	1	39.05%	Maintained
20	JPCCM J&P (China) Capital Management Hong Kong, China	$242M	-$2.57M	1	50.38%	Reduced
21	Bank of New York Mellon New York	$239M	-$31.4M	3	0.07%	Reduced
22	Janus Henderson Investors US Denver, Colorado	$231M	+$70.9M	2	0.21%	Increased
23	Norges Bank Oslo, Norway	$219M	-$35.5M	3	0.11%	Reduced
24	Waddell & Reed Financial Overland Park, Kansas	$214M	$0	1	0.35%	Maintained
25	Northern Trust Chicago, Illinois	$203M	-$6.65M	4	0.07%	Reduced