← 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	$4.15B	-$281M	2	0.55%	Reduced
2	Baillie Gifford & Co Edinburgh, United Kingdom	$2.62B	-$50.2M	1	4.1%	Reduced
3	T. Rowe Price Associates Baltimore, Maryland	$1.87B	-$287M	2	0.38%	Reduced
4	Vanguard Group Malvern, Pennsylvania	$1.25B	+$17M	3	0.07%	Increased
5	Morgan Stanley New York	$804M	-$5.09M	5	0.27%	Reduced
6	BlackRock Institutional Trust San Francisco, California	$663M	+$36.6M	5	0.1%	Increased
7	Bank of Montreal Toronto, Ontario, Canada	$645M	-$373M	5	0.7%	Reduced
8	Jennison Associates New York	$566M	-$69.3M	1	0.61%	Reduced
9	State Street Boston, Massachusetts	$529M	+$65.6M	5	0.05%	Increased
10	Capital World Investors Los Angeles, California	$422M	-$95.2M	1	0.11%	Reduced
11	BAMCO Inc New York	$317M	+$24.1M	1	1.68%	Increased
12	Invesco Atlanta, Georgia	$296M	+$8.67M	5	0.1%	Increased
13	BlackRock Fund Advisors San Francisco, California	$296M	-$36.6M	5	0.06%	Reduced
14	JPCCM J&P (China) Capital Management Hong Kong, China	$241M	+$52.8M	1	65.82%	Increased
15	JP Morgan Chase New York	$240M	+$29.4M	4	0.06%	Increased
16	Bank of New York Mellon New York	$237M	-$2.52M	3	0.07%	Reduced
17	Northern Trust Chicago, Illinois	$212M	+$16.4M	5	0.07%	Increased
18	Primecap Management Pasadena, California	$208M	-$13.8M	1	0.21%	Reduced
19	Janus Henderson Investors US Denver, Colorado	$179M	-$22.2M	2	0.15%	Reduced
20	TIAA CREF Investment Management New York	$177M	-$51.8M	4	0.11%	Reduced
21	Geode Capital Management Boston, Massachusetts	$175M	+$4.61M	5	0.09%	Increased
22	BlackRock Group London, United Kingdom	$170M	+$18.5M	4	0.09%	Increased
23	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$159M	+$5.63M	1	0.33%	Increased
24	Allianz Asset Management Munich, Germany	$158M	+$52M	4	0.15%	Increased
25	GGHC Gilder Gagnon Howe & Co New York	$157M	-$8.33M	1	2.7%	Reduced