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
| $6.33B | -$1.09B | 1 | 6.86% | Reduced |
|
| 2 |
Capital World Investors
Los Angeles,
California
| $5.61B | +$12.3M | 1 | 1.63% | Increased |
|
| 3 |
Vanguard Group
Malvern,
Pennsylvania
| $4.8B | +$172M | 5 | 0.2% | Increased |
|
| 4 |
BlackRock
New York
| $4.11B | +$334M | 5 | 0.2% | Increased |
|
| 5 |
Fidelity Investments
Boston,
Massachusetts
| $2.42B | -$415M | 3 | 0.33% | Reduced |
|
| 6 |
Jennison Associates
New York
| $2.26B | +$254M | 1 | 2.75% | Increased |
|
| 7 |
State Street
Boston,
Massachusetts
| $1.7B | +$65M | 5 | 0.15% | Increased |
|
| 8 |
JP Morgan Chase
New York
| $1.49B | +$180M | 5 | 0.35% | Increased |
|
| 9 |
Goldman Sachs
New York
| $1.46B | +$1.2B | 6 | 0.52% | Increased |
|
| 10 |
Norges Bank
Oslo,
Norway
| $864M | +$430M | 4 | 0.31% | Increased |
|
| 11 |
BAMCO Inc
New York
| $846M | -$7.43M | 1 | 4.15% | Reduced |
|
| 12 |
Primecap Management
Pasadena,
California
| $810M | +$5.29M | 1 | 0.79% | Increased |
|
| 13 |
Geode Capital Management
Boston,
Massachusetts
| $805M | +$111M | 4 | 0.21% | Increased |
|
| 14 |
Nuveen
Charlotte,
North Carolina
| $782M | -$75.9M | 4 | 0.38% | Reduced |
|
| 15 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
| $593M | -$60.2M | 1 | 0.51% | Reduced |
|
| 16 |
Northern Trust
Chicago,
Illinois
| $559M | +$19.7M | 5 | 0.16% | Increased |
|
| 17 |
Citigroup
New York
| $513M | +$313M | 5 | 0.46% | Increased |
|
| 18 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $417M | -$515M | 4 | 0.13% | Reduced |
|
| 19 |
Legal & General Group
London,
United Kingdom
| $413M | +$22.6M | 5 | 0.24% | Increased |
|
| 20 |
Renaissance Technologies
New York
| $403M | -$1.97B | 3 | 0.39% | Reduced |
|
| 21 |
Morgan Stanley
New York
| $403M | -$57.8M | 7 | 0.11% | Reduced |
|
| 22 |
Bank of New York Mellon
New York
| $386M | -$41.1M | 3 | 0.13% | Reduced |
|
| 23 |
Wellington Management Group
Boston,
Massachusetts
| $362M | +$36.7M | 4 | 0.1% | Increased |
|
| 24 |
Wells Fargo
San Francisco,
California
| $340M | +$63.1M | 5 | 0.12% | Increased |
|
| 25 |
Whale Rock Capital Management
Boston,
Massachusetts
| $317M | +$171M | 1 | 4.32% | Increased |
|