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
| $3.71B | +$3.05M | 1 | 4.05% | Increased |
|
| 2 |
Capital World Investors
Los Angeles,
California
| $2.64B | +$242M | 1 | 0.64% | Increased |
|
| 3 |
Vanguard Group
Malvern,
Pennsylvania
| $2.46B | +$1.62M | 5 | 0.1% | Increased |
|
| 4 |
Public Investment Fund
Al Aqiq District, Riyadh,
Saudi Arabia
| $2.32B | $0 | 1 | 100% | Maintained |
|
| 5 |
BlackRock
New York
| $2.16B | +$6.25M | 5 | 0.1% | Increased |
|
| 6 |
Jennison Associates
New York
| $1.44B | -$57M | 1 | 1.43% | Reduced |
|
| 7 |
Fidelity Investments
Boston,
Massachusetts
| $1.3B | -$1.31B | 3 | 0.16% | Reduced |
|
| 8 |
State Street
Boston,
Massachusetts
| $898M | +$69.1M | 5 | 0.07% | Increased |
|
| 9 |
Goldman Sachs
New York
| $531M | +$128M | 4 | 0.16% | Increased |
|
| 10 |
Invesco
Atlanta,
Georgia
| $522M | +$11.8M | 5 | 0.18% | Increased |
|
| 11 |
T. Rowe Price Associates
Baltimore,
Maryland
| $470M | -$2.19B | 2 | 0.07% | Reduced |
|
| 12 |
BAMCO Inc
New York
| $460M | -$5.59M | 1 | 1.95% | Reduced |
|
| 13 |
Norges Bank
Oslo,
Norway
| $438M | -$31.6M | 4 | 0.14% | Reduced |
|
| 14 |
Morgan Stanley
New York
| $375M | -$27.7M | 6 | 0.11% | Reduced |
|
| 15 |
Geode Capital Management
Boston,
Massachusetts
| $366M | +$23.9M | 4 | 0.09% | Increased |
|
| 16 |
Two Sigma Advisers
New York
| $330M | +$334M | 5 | 0.83% | Increased |
|
| 17 |
Northern Trust
Chicago,
Illinois
| $324M | +$6M | 5 | 0.08% | Increased |
|
| 18 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $311M | +$151M | 6 | 0.18% | Increased |
|
| 19 |
Citadel Advisors
Miami,
Florida
| $290M | +$309M | 5 | 0.14% | Increased |
|
| 20 |
JP Morgan Chase
New York
| $281M | -$30.4M | 5 | 0.06% | Reduced |
|
| 21 |
Jane Street
New York
| $273M | +$250M | 4 | 0.44% | Increased |
|
| 22 |
Allianz Asset Management
Munich,
Germany
| $272M | +$167M | 2 | 0.27% | Increased |
|
| 23 |
Wellington Management Group
Boston,
Massachusetts
| $268M | +$9.6M | 3 | 0.06% | Increased |
|
| 24 |
Primecap Management
Pasadena,
California
| $256M | -$151K | 1 | 0.19% | Reduced |
|
| 25 |
Bank of New York Mellon
New York
| $245M | +$3.27M | 3 | 0.07% | Increased |
|