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 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $4.4B | +$35.1M | 1 | 5.72% | Increased |
|
| 2 |
Fidelity Investments
Boston,
Massachusetts
| $2.99B | -$37.7M | 3 | 0.41% | Reduced |
|
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
| $2.98B | -$2.72B | 2 | 0.5% | Reduced |
|
| 4 |
Vanguard Group
Malvern,
Pennsylvania
| $2.9B | +$228M | 5 | 0.13% | Increased |
|
| 5 |
Capital World Investors
Los Angeles,
California
| $2.87B | +$582M | 1 | 0.78% | Increased |
|
| 6 |
Public Investment Fund
Al Aqiq District, Riyadh,
Saudi Arabia
| $2.75B | +$2.67B | 1 | 100% | New |
|
| 7 |
BlackRock
New York
| $2.54B | +$11.1M | 5 | 0.13% | Increased |
|
| 8 |
Jennison Associates
New York
| $1.77B | +$163M | 1 | 1.98% | Increased |
|
| 9 |
State Street
Boston,
Massachusetts
| $985M | +$8.38M | 5 | 0.09% | Increased |
|
| 10 |
Invesco
Atlanta,
Georgia
| $584M | +$7.83M | 5 | 0.22% | Increased |
|
| 11 |
BAMCO Inc
New York
| $554M | +$418K | 1 | 2.8% | Increased |
|
| 12 |
Norges Bank
Oslo,
Norway
| $542M | +$194M | 4 | 0.2% | Increased |
|
| 13 |
Goldman Sachs
New York
| $483M | +$94.2M | 5 | 0.15% | Increased |
|
| 14 |
Morgan Stanley
New York
| $449M | +$11M | 6 | 0.13% | Increased |
|
| 15 |
Geode Capital Management
Boston,
Massachusetts
| $408M | +$20.2M | 4 | 0.13% | Increased |
|
| 16 |
Northern Trust
Chicago,
Illinois
| $376M | +$19.4M | 5 | 0.11% | Increased |
|
| 17 |
JP Morgan Chase
New York
| $361M | +$160M | 4 | 0.08% | Increased |
|
| 18 |
Primecap Management
Pasadena,
California
| $304M | -$62M | 1 | 0.25% | Reduced |
|
| 19 |
Wellington Management Group
Boston,
Massachusetts
| $304M | +$24M | 3 | 0.08% | Increased |
|
| 20 |
Boston Partners
Boston,
Massachusetts
| $302M | -$15.8M | 1 | 0.43% | Reduced |
|
| 21 |
Bank of New York Mellon
New York
| $287M | -$3.68M | 3 | 0.09% | Reduced |
|
| 22 |
Millennium Management
New York
| $276M | +$268M | 4 | 0.43% | Increased |
|
| 23 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
| $209M | +$16.6M | 1 | 0.23% | Increased |
|
| 24 |
American Century Companies
Kansas City,
Missouri
| $204M | -$767K | 1 | 0.23% | Reduced |
|
| 25 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $202M | -$24.8M | 5 | 0.14% | Reduced |
|