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
| $3.53B | +$327M | 2 | 0.48% | Increased |
|
| 2 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $2.57B | +$270M | 1 | 4.47% | Increased |
|
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
| $1.89B | -$31.5M | 2 | 0.4% | Reduced |
|
| 4 |
Vanguard Group
Malvern,
Pennsylvania
| $1.18B | +$34.9M | 4 | 0.08% | Increased |
|
| 5 |
Morgan Stanley
New York
| $982M | -$38.9M | 6 | 0.36% | Reduced |
|
| 6 |
Jennison Associates
New York
| $884M | -$13.9M | 1 | 0.87% | Reduced |
|
| 7 |
Capital World Investors
Los Angeles,
California
| $869M | +$123M | 1 | 0.24% | Increased |
|
| 8 |
BlackRock Institutional Trust
San Francisco,
California
| $631M | +$17.4M | 5 | 0.1% | Increased |
|
| 9 |
JP Morgan Chase
New York
| $614M | +$10.8M | 5 | 0.15% | Increased |
|
| 10 |
Ameriprise
Minneapolis,
Minnesota
| $497M | -$51.8M | 2 | 0.29% | Reduced |
|
| 11 |
State Street
Boston,
Massachusetts
| $454M | +$21M | 5 | 0.05% | Increased |
|
| 12 |
Invesco
Atlanta,
Georgia
| $355M | +$9.42M | 5 | 0.14% | Increased |
|
| 13 |
BAMCO Inc
New York
| $352M | +$42.9M | 1 | 1.63% | Increased |
|
| 14 |
Goldman Sachs
New York
| $323M | +$70.8M | 5 | 0.1% | Increased |
|
| 15 |
Credit Suisse
Zurich,
Switzerland
| $311M | +$236M | 4 | 0.36% | Increased |
|
| 16 |
BlackRock Fund Advisors
San Francisco,
California
| $295M | +$16.6M | 5 | 0.07% | Increased |
|
| 17 |
Primecap Management
Pasadena,
California
| $273M | -$2.33M | 1 | 0.28% | Reduced |
|
| 18 |
TIAA CREF Investment Management
New York
| $241M | -$53.7M | 4 | 0.18% | Reduced |
|
| 19 |
ACM
Andor Capital Management
Rye Brook,
New York
| $240M | $0 | 1 | 34.19% | Maintained |
|
| 20 |
Norges Bank
Oslo,
Norway
| $235M | +$11.7M | 3 | 0.12% | Increased |
|
| 21 |
JPCCM
J&P (China) Capital Management
Hong Kong,
China
| $234M | $0 | 1 | 51.42% | Maintained |
|
| 22 |
Winslow Capital Management
Minneapolis,
Minnesota
| $212M | +$17.1M | 1 | 0.76% | Increased |
|
| 23 |
Janus Henderson Investors US
Denver,
Colorado
| $210M | -$29.4M | 2 | 0.18% | Reduced |
|
| 24 |
Bank of New York Mellon
New York
| $210M | -$23.1M | 5 | 0.06% | Reduced |
|
| 25 |
Northern Trust
Chicago,
Illinois
| $188M | -$11.7M | 5 | 0.06% | Reduced |
|