← 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
$4.6B +$1.7B 2 0.67% Increased
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$3.48B -$14.5M 1 3.75% Reduced
3
Fidelity Investments
Fidelity Investments
Massachusetts
$2.41B -$3.76B 3 0.27% Reduced
4
Vanguard Group
Vanguard Group
Pennsylvania
$2.22B +$25M 5 0.09% Increased
5
BlackRock
BlackRock
New York
$2.14B -$37.5M 5 0.09% Reduced
6
Capital World Investors
Capital World Investors
California
$1.81B +$227M 1 0.44% Increased
7
Jennison Associates
Jennison Associates
New York
$1.28B +$152M 1 1.17% Increased
8
Bank of Montreal
Bank of Montreal
Ontario, Canada
$871M -$8.19M 5 0.68% Reduced
9
State Street
State Street
Massachusetts
$814M +$45.6M 5 0.06% Increased
10
Invesco
Invesco
Georgia
$476M -$567K 5 0.15% Reduced
11
BAMCO Inc
BAMCO Inc
New York
$440M -$79.4K 1 1.82% Reduced
12
Morgan Stanley
Morgan Stanley
New York
$359M +$57.1M 6 0.09% Increased
13
Boston Partners
Boston Partners
Massachusetts
$356M +$16.8M 1 0.41% Increased
14
Geode Capital Management
Geode Capital Management
Massachusetts
$320M +$5.4M 4 0.09% Increased
15
Goldman Sachs
Goldman Sachs
New York
$314M +$33.9M 5 0.08% Increased
16
Northern Trust
Northern Trust
Illinois
$306M -$397K 5 0.08% Reduced
17
Norges Bank
Norges Bank
Norway
$294M +$25M 4 0.1% Increased
18
Primecap Management
Primecap Management
California
$293M +$3.41M 1 0.2% Increased
19
Wellington Management Group
Wellington Management Group
Massachusetts
$263M +$140M 3 0.06% Increased
20
Bank of New York Mellon
Bank of New York Mellon
New York
$261M -$102M 3 0.07% Reduced
21
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$258M +$290M 4 0.09% Increased
22
Allianz Asset Management
Allianz Asset Management
Germany
$244M +$8.62M 2 0.22% Increased
23
Janus Henderson Group
Janus Henderson Group
$221M +$60.2M 2 0.12% Increased
24
ARK Investment Management
ARK Investment Management
Florida
$198M +$94.6M 1 5.97% Increased
25
Deutsche Bank
Deutsche Bank
Germany
$187M +$10.9M 6 0.09% Increased