← 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	$3.24B	+$9.83M	1	3.69%	Increased
2	Capital World Investors Los Angeles, California	$2.47B	+$106M	1	0.59%	Increased
3	Vanguard Group Malvern, Pennsylvania	$2.22B	+$64M	5	0.08%	Increased
4	Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia	$1.99B	$0	1	47.32%	Maintained
5	BlackRock New York	$1.93B	+$84.1M	5	0.08%	Increased
6	Fidelity Investments Boston, Massachusetts	$1.28B	+$90.8M	3	0.15%	Increased
7	Jennison Associates New York	$974M	-$64M	1	1.03%	Reduced
8	State Street Boston, Massachusetts	$811M	+$10.3M	5	0.06%	Increased
9	Invesco Atlanta, Georgia	$484M	+$17.4M	5	0.13%	Increased
10	BAMCO Inc New York	$392M	-$591K	1	1.61%	Reduced
11	Primecap Management Pasadena, California	$372M	+$3.7M	1	0.3%	Increased
12	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$349M	+$172M	1	0.3%	Increased
13	Geode Capital Management Boston, Massachusetts	$343M	+$7.37M	5	0.08%	Increased
14	Northern Trust Chicago, Illinois	$295M	+$251K	5	0.07%	Increased
15	Wellington Management Group Boston, Massachusetts	$288M	+$22.4M	3	0.07%	Increased
16	Morgan Stanley New York	$283M	-$224M	7	0.08%	Reduced
17	ARK Investment Management St. Petersburg, Florida	$282M	+$2.21M	1	6.16%	Increased
18	Norges Bank Oslo, Norway	$277M	-$178M	4	0.09%	Reduced
19	Nikko Asset Management Americas New York	$230M	+$70M	1	4.09%	Increased
20	T. Rowe Price Associates Baltimore, Maryland	$201M	-$103M	2	0.03%	Reduced
21	Bank of New York Mellon New York	$199M	-$10.2M	3	0.05%	Reduced
22	Commerzbank Aktiengesellschaft Frankfurt, Germany	$198M	+$8.84M	2	1.52%	Increased
23	Wells Fargo San Francisco, California	$184M	-$3.44M	5	0.05%	Reduced
24	Deutsche Bank Frankfurt Am Main Ge, Germany	$181M	-$44.3M	5	0.13%	Reduced
25	Legal & General Group London, United Kingdom	$180M	-$333K	5	0.09%	Reduced