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
| $7.72B | -$1.05B | 3 | 0.96% | Reduced |
|
| 2 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $4.85B | -$66.6M | 1 | 6.53% | Reduced |
|
| 3 |
Vanguard Group
Malvern,
Pennsylvania
| $2.53B | +$102M | 3 | 0.12% | Increased |
|
| 4 |
BlackRock
New York
| $2.3B | +$64.3M | 5 | 0.12% | Increased |
|
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
| $2.01B | -$1.74B | 2 | 0.36% | Reduced |
|
| 6 |
Bank of Montreal
Toronto,
Ontario, Canada
| $1.2B | -$2.33M | 5 | 1.15% | Reduced |
|
| 7 |
Capital World Investors
Los Angeles,
California
| $1.09B | +$5.76M | 1 | 0.26% | Increased |
|
| 8 |
Jennison Associates
New York
| $1.09B | +$41.1M | 1 | 1.15% | Increased |
|
| 9 |
State Street
Boston,
Massachusetts
| $984M | +$32.1M | 5 | 0.09% | Increased |
|
| 10 |
BAMCO Inc
New York
| $579M | -$2.83M | 1 | 2.96% | Reduced |
|
| 11 |
Morgan Stanley
New York
| $542M | -$705M | 6 | 0.16% | Reduced |
|
| 12 |
Invesco
Atlanta,
Georgia
| $534M | +$46.6M | 5 | 0.17% | Increased |
|
| 13 |
Primecap Management
Pasadena,
California
| $439M | -$875K | 1 | 0.38% | Reduced |
|
| 14 |
Geode Capital Management
Boston,
Massachusetts
| $379M | +$16.7M | 4 | 0.15% | Increased |
|
| 15 |
Northern Trust
Chicago,
Illinois
| $365M | +$8.9M | 5 | 0.1% | Increased |
|
| 16 |
JP Morgan Chase
New York
| $327M | -$76.6M | 5 | 0.07% | Reduced |
|
| 17 |
JPCCM
J&P (China) Capital Management
Hong Kong,
China
| $304M | +$20.6M | 2 | 63.99% | Increased |
|
| 18 |
Norges Bank
Oslo,
Norway
| $298M | +$107M | 4 | 0.12% | Increased |
|
| 19 |
Bank of New York Mellon
New York
| $293M | +$6.23M | 3 | 0.08% | Increased |
|
| 20 |
TIAA CREF Investment Management
New York
| $290M | -$21M | 4 | 0.2% | Reduced |
|
| 21 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
| $273M | -$3.05M | 1 | 0.53% | Reduced |
|
| 22 |
Allianz Asset Management
Munich,
Germany
| $256M | -$32.2M | 2 | 0.25% | Reduced |
|
| 23 |
GGHC
Gilder Gagnon Howe & Co
New York
| $251M | +$909K | 1 | 3.7% | Increased |
|
| 24 |
Goldman Sachs
New York
| $242M | -$59M | 5 | 0.06% | Reduced |
|
| 25 |
Capital Research Global Investors
Los Angeles,
California
| $226M | -$10.6M | 1 | 0.07% | Reduced |
|