← 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	$4.87B	+$462M	3	0.65%	Increased
2	Baillie Gifford & Co Edinburgh, United Kingdom	$2.84B	+$89.6M	1	4.67%	Increased
3	T. Rowe Price Associates Baltimore, Maryland	$2.54B	+$535M	2	0.51%	Increased
4	Vanguard Group Malvern, Pennsylvania	$1.48B	+$136M	3	0.08%	Increased
5	Morgan Stanley New York	$841M	-$1.05M	5	0.28%	Reduced
6	BlackRock Institutional Trust San Francisco, California	$772M	+$64.5M	4	0.11%	Increased
7	Bank of Montreal Toronto, Ontario, Canada	$639M	+$40.7M	5	0.67%	Increased
8	State Street Boston, Massachusetts	$597M	+$32.8M	5	0.06%	Increased
9	Jennison Associates New York	$570M	-$20.7M	1	0.64%	Reduced
10	Capital World Investors Los Angeles, California	$442M	+$358K	1	0.11%	Increased
11	BlackRock Fund Advisors San Francisco, California	$365M	+$39.8M	5	0.07%	Increased
12	BAMCO Inc New York	$337M	+$4.26M	1	1.9%	Increased
13	JP Morgan Chase New York	$324M	+$65.8M	4	0.08%	Increased
14	Invesco Atlanta, Georgia	$299M	-$13.3M	5	0.1%	Reduced
15	JPCCM J&P (China) Capital Management Hong Kong, China	$261M	+$6.64M	1	78.14%	Increased
16	Primecap Management Pasadena, California	$250M	+$29.3M	1	0.25%	Increased
17	Northern Trust Chicago, Illinois	$236M	+$7.78M	5	0.07%	Increased
18	Geode Capital Management Boston, Massachusetts	$215M	+$27.5M	4	0.1%	Increased
19	Bank of New York Mellon New York	$198M	-$51.5M	3	0.06%	Reduced
20	AllianceBernstein Nashville, Tennessee	$196M	+$33M	2	0.16%	Increased
21	Allianz Asset Management Munich, Germany	$191M	+$19.6M	3	0.17%	Increased
22	BlackRock Group London, United Kingdom	$188M	+$12.7M	4	0.09%	Increased
23	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$167M	-$213K	1	0.35%	Reduced
24	Goldman Sachs New York	$162M	+$22M	4	0.05%	Increased
25	Janus Henderson Investors US Denver, Colorado	$158M	-$38.4M	2	0.13%	Reduced