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
| $5.2B | -$920M | 2 | 0.61% | Reduced |
|
| 2 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $4.02B | -$63.2M | 1 | 4.99% | Reduced |
|
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
| $3.36B | +$1.86B | 2 | 0.55% | Increased |
|
| 4 |
Vanguard Group
Malvern,
Pennsylvania
| $2.44B | +$54.7M | 5 | 0.11% | Increased |
|
| 5 |
BlackRock
New York
| $2.12B | +$48.3M | 5 | 0.1% | Increased |
|
| 6 |
Jennison Associates
New York
| $1.05B | +$161M | 1 | 1.04% | Increased |
|
| 7 |
Bank of Montreal
Toronto,
Ontario, Canada
| $1.05B | +$18.1M | 5 | 0.91% | Increased |
|
| 8 |
Capital World Investors
Los Angeles,
California
| $943M | +$2.35M | 1 | 0.2% | Increased |
|
| 9 |
State Street
Boston,
Massachusetts
| $905M | +$33.9M | 5 | 0.07% | Increased |
|
| 10 |
BAMCO Inc
New York
| $502M | +$3.28M | 1 | 2.31% | Increased |
|
| 11 |
Invesco
Atlanta,
Georgia
| $485M | +$20.5M | 5 | 0.18% | Increased |
|
| 12 |
Goldman Sachs
New York
| $379M | +$160M | 4 | 0.09% | Increased |
|
| 13 |
Morgan Stanley
New York
| $353M | +$65.3M | 5 | 0.1% | Increased |
|
| 14 |
Bank of New York Mellon
New York
| $348M | +$20.3M | 3 | 0.09% | Increased |
|
| 15 |
Geode Capital Management
Boston,
Massachusetts
| $346M | +$3.41M | 4 | 0.12% | Increased |
|
| 16 |
Janus Henderson Group
London,
| $343M | +$53.7M | 2 | 0.21% | Increased |
|
| 17 |
Primecap Management
Pasadena,
California
| $338M | -$1.81M | 1 | 0.26% | Reduced |
|
| 18 |
Northern Trust
Chicago,
Illinois
| $331M | +$3M | 5 | 0.08% | Increased |
|
| 19 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $329M | +$112M | 6 | 0.21% | Increased |
|
| 20 |
Norges Bank
Oslo,
Norway
| $303M | +$7.62M | 4 | 0.11% | Increased |
|
| 21 |
Credit Suisse
Zurich,
Switzerland
| $278M | +$69.6M | 3 | 0.25% | Increased |
|
| 22 |
Allianz Asset Management
Munich,
Germany
| $262M | +$48.2M | 2 | 0.21% | Increased |
|
| 23 |
JP Morgan Chase
New York
| $260M | +$3.33M | 5 | 0.05% | Increased |
|
| 24 |
Barclays
London,
United Kingdom
| $258M | +$108M | 6 | 0.21% | Increased |
|
| 25 |
Boston Partners
Boston,
Massachusetts
| $231M | +$41.5M | 1 | 0.27% | Increased |
|