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
| $6.83B | +$477M | 3 | 0.87% | Increased |
|
| 2 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $3.79B | +$85.3M | 1 | 5.52% | Increased |
|
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
| $3.01B | -$274M | 2 | 0.56% | Reduced |
|
| 4 |
Vanguard Group
Malvern,
Pennsylvania
| $1.95B | +$96.4M | 3 | 0.1% | Increased |
|
| 5 |
BlackRock
New York
| $1.82B | +$1.65B | 5 | 0.1% | Increased |
|
| 6 |
Morgan Stanley
New York
| $1.01B | -$67.4M | 5 | 0.31% | Reduced |
|
| 7 |
Bank of Montreal
Toronto,
Ontario, Canada
| $926M | -$9.7M | 5 | 0.88% | Reduced |
|
| 8 |
Capital World Investors
Los Angeles,
California
| $835M | +$236M | 1 | 0.2% | Increased |
|
| 9 |
Jennison Associates
New York
| $801M | +$53.1M | 1 | 0.86% | Increased |
|
| 10 |
State Street
Boston,
Massachusetts
| $764M | +$17.4M | 5 | 0.07% | Increased |
|
| 11 |
BAMCO Inc
New York
| $448M | +$8.42M | 1 | 2.37% | Increased |
|
| 12 |
Invesco
Atlanta,
Georgia
| $384M | +$6.31M | 5 | 0.13% | Increased |
|
| 13 |
Primecap Management
Pasadena,
California
| $338M | +$12.1M | 1 | 0.31% | Increased |
|
| 14 |
JP Morgan Chase
New York
| $331M | -$64.7M | 4 | 0.08% | Reduced |
|
| 15 |
Northern Trust
Chicago,
Illinois
| $297M | +$10.2M | 5 | 0.09% | Increased |
|
| 16 |
Geode Capital Management
Boston,
Massachusetts
| $288M | +$15.2M | 4 | 0.12% | Increased |
|
| 17 |
TIAA CREF Investment Management
New York
| $245M | +$44.2M | 4 | 0.18% | Increased |
|
| 18 |
Goldman Sachs
New York
| $242M | +$32.8M | 4 | 0.07% | Increased |
|
| 19 |
Bank of New York Mellon
New York
| $241M | +$3.23M | 3 | 0.07% | Increased |
|
| 20 |
Allianz Asset Management
Munich,
Germany
| $239M | +$6.39M | 3 | 0.23% | Increased |
|
| 21 |
JPCCM
J&P (China) Capital Management
Hong Kong,
China
| $213M | -$112M | 1 | 74.05% | Reduced |
|
| 22 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
| $212M | -$4.35M | 1 | 0.42% | Reduced |
|
| 23 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $201M | +$5.94M | 5 | 0.15% | Increased |
|
| 24 |
GGHC
Gilder Gagnon Howe & Co
New York
| $192M | -$4.64M | 1 | 3.24% | Reduced |
|
| 25 |
Renaissance Technologies
New York
| $190M | +$89.1M | 2 | 0.27% | Increased |
|