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
| $12.7B | -$248M | 1 | 9.69% | Reduced |
|
| 2 |
Capital World Investors
Los Angeles,
California
| $11.5B | -$29.2M | 1 | 2.79% | Reduced |
|
| 3 |
Vanguard Group
Malvern,
Pennsylvania
| $9.89B | +$149M | 5 | 0.35% | Increased |
|
| 4 |
BlackRock
New York
| $8.78B | +$422M | 5 | 0.35% | Increased |
|
| 5 |
Fidelity Investments
Boston,
Massachusetts
| $5.09B | +$76.1M | 4 | 0.56% | Increased |
|
| 6 |
Jennison Associates
New York
| $4.18B | -$367M | 1 | 3.78% | Reduced |
|
| 7 |
State Street
Boston,
Massachusetts
| $3.53B | +$61.5M | 5 | 0.26% | Increased |
|
| 8 |
JP Morgan Chase
New York
| $2.99B | -$48.8M | 5 | 0.58% | Reduced |
|
| 9 |
Goldman Sachs
New York
| $2.19B | -$595M | 6 | 0.66% | Reduced |
|
| 10 |
BAMCO Inc
New York
| $1.75B | +$1.49M | 1 | 6.31% | Increased |
|
| 11 |
Norges Bank
Oslo,
Norway
| $1.67B | -$56.4M | 4 | 0.48% | Reduced |
|
| 12 |
Geode Capital Management
Boston,
Massachusetts
| $1.59B | -$32.7M | 4 | 0.34% | Reduced |
|
| 13 |
Nuveen
Charlotte,
North Carolina
| $1.58B | -$15.6M | 4 | 0.64% | Reduced |
|
| 14 |
Primecap Management
Pasadena,
California
| $1.42B | -$184M | 1 | 1.22% | Reduced |
|
| 15 |
Renaissance Technologies
New York
| $1.2B | +$278M | 3 | 1.04% | Increased |
|
| 16 |
Northern Trust
Chicago,
Illinois
| $1.16B | +$39.8M | 5 | 0.28% | Increased |
|
| 17 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
| $1.06B | -$119M | 1 | 0.75% | Reduced |
|
| 18 |
Legal & General Group
London,
United Kingdom
| $875M | +$21.9M | 5 | 0.42% | Increased |
|
| 19 |
Citigroup
New York
| $830M | -$156M | 6 | 0.65% | Reduced |
|
| 20 |
Bank of New York Mellon
New York
| $796M | +$24.9M | 3 | 0.21% | Increased |
|
| 21 |
ARK Investment Management
St. Petersburg,
Florida
| $769M | +$93.9M | 1 | 8.27% | Increased |
|
| 22 |
Wells Fargo
San Francisco,
California
| $676M | -$11.2M | 5 | 0.2% | Reduced |
|
| 23 |
Whale Rock Capital Management
Boston,
Massachusetts
| $662M | +$6.94M | 1 | 5.28% | Increased |
|
| 24 |
Swiss National Bank
Zurich,
Switzerland
| $637M | +$48.5M | 3 | 0.54% | Increased |
|
| 25 |
UBS AM
Chicago,
Illinois
| $601M | +$5.3M | 3 | 0.37% | Increased |
|