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
| $7.24B | +$2.1B | 2 | 0.83% | Increased |
|
| 2 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $4.52B | +$121M | 1 | 4.87% | Increased |
|
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
| $4.09B | -$1.13B | 2 | 0.63% | Reduced |
|
| 4 |
Vanguard Group
Malvern,
Pennsylvania
| $2.7B | -$34M | 5 | 0.11% | Reduced |
|
| 5 |
BlackRock
New York
| $2.61B | +$140M | 5 | 0.12% | Increased |
|
| 6 |
Capital World Investors
Los Angeles,
California
| $2.09B | +$500M | 1 | 0.45% | Increased |
|
| 7 |
Jennison Associates
New York
| $1.49B | +$332M | 1 | 1.45% | Increased |
|
| 8 |
Bank of Montreal
Toronto,
Ontario, Canada
| $1.14B | -$33.2M | 5 | 0.94% | Reduced |
|
| 9 |
State Street
Boston,
Massachusetts
| $949M | -$18.1M | 5 | 0.08% | Reduced |
|
| 10 |
Invesco
Atlanta,
Georgia
| $591M | +$66.3M | 5 | 0.2% | Increased |
|
| 11 |
BAMCO Inc
New York
| $570M | +$1.6M | 1 | 2.49% | Increased |
|
| 12 |
Bank of New York Mellon
New York
| $406M | -$14.3M | 3 | 0.11% | Reduced |
|
| 13 |
Geode Capital Management
Boston,
Massachusetts
| $391M | +$5.21M | 4 | 0.12% | Increased |
|
| 14 |
Morgan Stanley
New York
| $386M | -$113M | 6 | 0.1% | Reduced |
|
| 15 |
Primecap Management
Pasadena,
California
| $376M | -$587K | 1 | 0.28% | Reduced |
|
| 16 |
Northern Trust
Chicago,
Illinois
| $362M | +$2.68M | 5 | 0.09% | Increased |
|
| 17 |
Goldman Sachs
New York
| $358M | -$19.3M | 4 | 0.1% | Reduced |
|
| 18 |
Norges Bank
Oslo,
Norway
| $319M | +$34.1M | 4 | 0.11% | Increased |
|
| 19 |
Allianz Asset Management
Munich,
Germany
| $295M | -$6.08M | 2 | 0.29% | Reduced |
|
| 20 |
Boston Partners
Boston,
Massachusetts
| $289M | +$13.1M | 1 | 0.35% | Increased |
|
| 21 |
JP Morgan Chase
New York
| $256M | -$53.3M | 5 | 0.05% | Reduced |
|
| 22 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
| $231M | -$10.9M | 1 | 0.39% | Reduced |
|
| 23 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $219M | -$115M | 6 | 0.11% | Reduced |
|
| 24 |
American Century Companies
Kansas City,
Missouri
| $212M | -$1.52M | 1 | 0.21% | Reduced |
|
| 25 |
Credit Suisse
Zurich,
Switzerland
| $189M | +$5.01M | 4 | 0.19% | Increased |
|