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
| $5.78B | +$122M | 1 | 5.59% | Increased |
|
| 2 |
Capital World Investors
Los Angeles,
California
| $4.47B | +$148M | 1 | 1% | Increased |
|
| 3 |
Vanguard Group
Malvern,
Pennsylvania
| $3.88B | +$162M | 5 | 0.13% | Increased |
|
| 4 |
BlackRock
New York
| $3.26B | +$105M | 5 | 0.13% | Increased |
|
| 5 |
Fidelity Investments
Boston,
Massachusetts
| $2.21B | -$5.27M | 4 | 0.24% | Reduced |
|
| 6 |
Renaissance Technologies
New York
| $1.65B | +$1.06B | 2 | 1.27% | Increased |
|
| 7 |
Jennison Associates
New York
| $1.64B | -$42.4M | 1 | 1.65% | Reduced |
|
| 8 |
State Street
Boston,
Massachusetts
| $1.37B | +$17.4M | 5 | 0.09% | Increased |
|
| 9 |
JP Morgan Chase
New York
| $1.07B | +$713M | 5 | 0.2% | Increased |
|
| 10 |
T. Rowe Price Associates
Baltimore,
Maryland
| $719M | +$289M | 2 | 0.09% | Increased |
|
| 11 |
Nuveen
Charlotte,
North Carolina
| $691M | +$315M | 4 | 0.26% | Increased |
|
| 12 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $688M | +$477M | 5 | 0.2% | Increased |
|
| 13 |
BAMCO Inc
New York
| $681M | -$203K | 1 | 2.6% | Reduced |
|
| 14 |
Primecap Management
Pasadena,
California
| $643M | -$1.81M | 1 | 0.47% | Reduced |
|
| 15 |
Geode Capital Management
Boston,
Massachusetts
| $592M | +$19.3M | 5 | 0.12% | Increased |
|
| 16 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
| $514M | -$71.8M | 1 | 0.4% | Reduced |
|
| 17 |
D.E. Shaw & Co
New York
| $512M | +$388M | 3 | 0.59% | Increased |
|
| 18 |
Northern Trust
Chicago,
Illinois
| $472M | +$3.66M | 5 | 0.11% | Increased |
|
| 19 |
Norges Bank
Oslo,
Norway
| $436M | -$6.94M | 4 | 0.12% | Reduced |
|
| 20 |
Morgan Stanley
New York
| $402M | -$48.3M | 7 | 0.09% | Reduced |
|
| 21 |
Wellington Management Group
Boston,
Massachusetts
| $390M | +$36.1M | 4 | 0.08% | Increased |
|
| 22 |
Goldman Sachs
New York
| $384M | +$94.3M | 5 | 0.1% | Increased |
|
| 23 |
Bank of New York Mellon
New York
| $369M | +$49.5M | 3 | 0.1% | Increased |
|
| 24 |
American Century Companies
Kansas City,
Missouri
| $323M | +$13.4M | 1 | 0.31% | Increased |
|
| 25 |
Legal & General Group
London,
United Kingdom
| $320M | +$10.2M | 5 | 0.15% | Increased |
|