← 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	Baillie Gifford & Co Edinburgh, United Kingdom	$3B	+$38.6M	1	3.18%	Increased
2	Capital World Investors Los Angeles, California	$2.19B	+$85.1M	1	0.51%	Increased
3	Vanguard Group Malvern, Pennsylvania	$2.04B	-$1.3M	5	0.08%	Reduced
4	Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia	$1.85B	$0	1	35.38%	Maintained
5	BlackRock New York	$1.76B	-$62.9M	5	0.08%	Reduced
6	Fidelity Investments Boston, Massachusetts	$1.1B	+$68.4M	3	0.13%	Increased
7	Jennison Associates New York	$964M	-$191M	1	0.96%	Reduced
8	State Street Boston, Massachusetts	$756M	+$12.8M	5	0.06%	Increased
9	Morgan Stanley New York	$491M	+$175M	7	0.13%	Increased
10	Invesco Atlanta, Georgia	$448M	+$9.79M	5	0.12%	Increased
11	Norges Bank Oslo, Norway	$438M	+$72.2M	4	0.14%	Increased
12	Goldman Sachs New York	$399M	-$37.6M	5	0.11%	Reduced
13	Schroder Investment Management Group London, United Kingdom	$390M	+$241M	2	0.26%	Increased
14	BAMCO Inc New York	$364M	-$3.49M	1	1.46%	Reduced
15	Primecap Management Pasadena, California	$341M	+$143M	1	0.25%	Increased
16	Geode Capital Management Boston, Massachusetts	$316M	+$14.2M	4	0.08%	Increased
17	T. Rowe Price Associates Baltimore, Maryland	$285M	-$94.4M	2	0.04%	Reduced
18	Northern Trust Chicago, Illinois	$281M	+$6.4M	5	0.07%	Increased
19	Wellington Management Group Boston, Massachusetts	$271M	-$5.52M	2	0.06%	Reduced
20	ARK Investment Management St. Petersburg, Florida	$260M	+$95.6M	1	6.55%	Increased
21	Citadel Advisors Miami, Florida	$254M	+$19.9M	5	0.12%	Increased
22	Deutsche Bank Frankfurt Am Main Ge, Germany	$212M	-$42.6M	5	0.12%	Reduced
23	Bank of New York Mellon New York	$203M	-$12.1M	3	0.06%	Reduced
24	Commerzbank Aktiengesellschaft Frankfurt, Germany	$179M	+$80.5M	2	1.42%	Increased
25	Wells Fargo San Francisco, California	$179M	+$89.7M	5	0.05%	Increased