← 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	$4.04B	+$546M	2	0.56%	Increased
2	Baillie Gifford & Co Edinburgh, United Kingdom	$2.74B	+$240M	1	4.82%	Increased
3	T. Rowe Price Associates Baltimore, Maryland	$1.69B	-$98.7M	2	0.36%	Reduced
4	Vanguard Group Malvern, Pennsylvania	$1.18B	+$38M	3	0.08%	Increased
5	Bank of Montreal Toronto, Ontario, Canada	$1.05B	+$849M	5	1.12%	Increased
6	Morgan Stanley New York	$869M	-$58.5M	6	0.33%	Reduced
7	Jennison Associates New York	$825M	-$18M	1	0.87%	Reduced
8	Goldman Sachs New York	$700M	+$339M	4	0.23%	Increased
9	Capital World Investors Los Angeles, California	$625M	-$177M	1	0.17%	Reduced
10	BlackRock Institutional Trust San Francisco, California	$604M	-$1.08M	5	0.1%	Reduced
11	Ameriprise Minneapolis, Minnesota	$462M	-$13.1M	2	0.28%	Reduced
12	State Street Boston, Massachusetts	$449M	+$11.6M	5	0.05%	Increased
13	BAMCO Inc New York	$326M	-$9.64M	1	1.72%	Reduced
14	Invesco Atlanta, Georgia	$312M	-$22.3M	5	0.13%	Reduced
15	JP Morgan Chase New York	$288M	-$258M	4	0.07%	Reduced
16	BlackRock Fund Advisors San Francisco, California	$284M	-$2.3M	5	0.07%	Reduced
17	TIAA CREF Investment Management New York	$275M	+$38.1M	4	0.21%	Increased
18	Primecap Management Pasadena, California	$258M	-$3.03M	1	0.27%	Reduced
19	Bank of New York Mellon New York	$224M	+$20.4M	4	0.07%	Increased
20	JPCCM J&P (China) Capital Management Hong Kong, China	$216M	-$7.31M	1	60.39%	Reduced
21	Janus Henderson Investors US Denver, Colorado	$210M	+$2.2M	2	0.18%	Increased
22	Norges Bank Oslo, Norway	$197M	-$21.6M	3	0.1%	Reduced
23	Capital Research Global Investors Los Angeles, California	$187M	+$30.6M	1	0.06%	Increased
24	Northern Trust Chicago, Illinois	$186M	+$3.1M	5	0.06%	Increased
25	Credit Suisse Zurich, Switzerland	$177M	-$101M	4	0.21%	Reduced