← 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	$4.57B	+$864M	2	0.62%	Increased
2	Baillie Gifford & Co Edinburgh, United Kingdom	$2.77B	+$259M	1	4.95%	Increased
3	T. Rowe Price Associates Baltimore, Maryland	$2.23B	+$713M	2	0.47%	Increased
4	Vanguard Group Malvern, Pennsylvania	$1.25B	+$137M	3	0.08%	Increased
5	Bank of Montreal Toronto, Ontario, Canada	$1.04B	+$70.5M	5	1.19%	Increased
6	Morgan Stanley New York	$842M	+$41.8M	6	0.3%	Increased
7	Jennison Associates New York	$657M	-$113M	1	0.72%	Reduced
8	BlackRock Institutional Trust San Francisco, California	$640M	+$77.9M	5	0.1%	Increased
9	Capital World Investors Los Angeles, California	$532M	-$48.7M	1	0.14%	Reduced
10	State Street Boston, Massachusetts	$472M	+$53.5M	5	0.05%	Increased
11	Goldman Sachs New York	$382M	-$291M	5	0.12%	Reduced
12	BlackRock Fund Advisors San Francisco, California	$312M	+$29.1M	5	0.07%	Increased
13	BAMCO Inc New York	$307M	+$6.32M	1	1.63%	Increased
14	Invesco Atlanta, Georgia	$292M	+$566K	5	0.11%	Increased
15	Deutsche Bank Frankfurt Am Main Ge, Germany	$264M	+$144M	5	0.19%	Increased
16	Bank of New York Mellon New York	$236M	+$22.2M	4	0.07%	Increased
17	TIAA CREF Investment Management New York	$232M	-$25.2M	4	0.18%	Reduced
18	Norges Bank Oslo, Norway	$232M	+$48.6M	3	0.11%	Increased
19	Primecap Management Pasadena, California	$230M	-$9.2M	1	0.24%	Reduced
20	JP Morgan Chase New York	$217M	-$54.1M	5	0.05%	Reduced
21	JPCCM J&P (China) Capital Management Hong Kong, China	$199M	$0	1	64.28%	Maintained
22	Northern Trust Chicago, Illinois	$193M	+$16.9M	5	0.06%	Increased
23	Janus Henderson Investors US Denver, Colorado	$179M	-$36.7M	2	0.15%	Reduced
24	Geode Capital Management Boston, Massachusetts	$173M	+$24.5M	5	0.09%	Increased
25	Capital Research Global Investors Los Angeles, California	$172M	$0	1	0.06%	Maintained