← 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
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$4.16B +$1.59B 2 0.66% Increased
2
Fidelity Investments
Fidelity Investments
Massachusetts
$3.78B -$820M 2 0.45% Reduced
3
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$3.4B -$41.7M 1 3.99% Reduced
4
Vanguard Group
Vanguard Group
Pennsylvania
$2.18B +$68.4M 5 0.1% Increased
5
BlackRock
BlackRock
New York
$1.98B +$149M 5 0.09% Increased
6
Capital World Investors
Capital World Investors
California
$1.18B +$468M 1 0.27% Increased
7
Bank of Montreal
Bank of Montreal
Ontario, Canada
$912M +$15.2M 5 0.81% Increased
8
Jennison Associates
Jennison Associates
New York
$863M -$46.1M 1 0.86% Reduced
9
State Street
State Street
Massachusetts
$773M -$19.3M 5 0.07% Reduced
10
BAMCO Inc
BAMCO Inc
New York
$441M +$15M 1 2.03% Increased
11
Invesco
Invesco
Georgia
$421M +$705K 5 0.16% Increased
12
Morgan Stanley
Morgan Stanley
New York
$411M +$128M 6 0.11% Increased
13
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$347M +$207M 3 0.12% Increased
14
Bank of New York Mellon
Bank of New York Mellon
New York
$341M +$37.9M 3 0.09% Increased
15
Geode Capital Management
Geode Capital Management
Massachusetts
$304M +$4.88M 4 0.1% Increased
16
Goldman Sachs
Goldman Sachs
New York
$299M -$32.7M 3 0.08% Reduced
17
Primecap Management
Primecap Management
California
$292M +$3.71M 1 0.22% Increased
18
Northern Trust
Northern Trust
Illinois
$290M -$3.83M 5 0.08% Reduced
19
Deutsche Bank
Deutsche Bank
Germany
$274M -$9.65M 6 0.13% Reduced
20
JP Morgan Chase
JP Morgan Chase
New York
$260M +$35.8M 4 0.06% Increased
21
Boston Partners
Boston Partners
Massachusetts
$257M +$26.8M 1 0.31% Increased
22
Allianz Asset Management
Allianz Asset Management
Germany
$238M +$13.5M 2 0.23% Increased
23
Norges Bank
Norges Bank
Norway
$233M -$39.4M 3 0.08% Reduced
24
Janus Henderson Group
Janus Henderson Group
$201M -$135M 2 0.12% Reduced
25
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$189M +$216K 1 0.33% Increased