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 |
Vanguard Group
Malvern,
Pennsylvania
| $41.4B | +$7.47B | 6 | 1.2% | Increased |
|
| 2 |
BlackRock
New York
| $36.2B | +$6.2B | 5 | 1.16% | Increased |
|
| 3 |
Capital World Investors
Los Angeles,
California
| $32.6B | -$3.07B | 1 | 6.29% | Reduced |
|
| 4 |
State Street
Boston,
Massachusetts
| $21B | +$7.07B | 5 | 1.29% | Increased |
|
| 5 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $19.3B | -$3.79B | 1 | 10.72% | Reduced |
|
| 6 |
Fidelity Investments
Boston,
Massachusetts
| $10.8B | -$157M | 4 | 0.96% | Reduced |
|
| 7 |
Jennison Associates
New York
| $8.55B | -$3.39B | 1 | 6.1% | Reduced |
|
| 8 |
Geode Capital Management
Boston,
Massachusetts
| $8.22B | +$2.42B | 7 | 1.38% | Increased |
|
| 9 |
JP Morgan Chase
New York
| $6.08B | -$1.44B | 6 | 0.89% | Reduced |
|
| 10 |
Northern Trust
Chicago,
Illinois
| $5.82B | +$1.62B | 5 | 1.13% | Increased |
|
| 11 |
Norges Bank
Oslo,
Norway
| $5.59B | -$36.7M | 4 | 1.3% | Reduced |
|
| 12 |
BAMCO Inc
New York
| $4.75B | -$301M | 1 | 11.75% | Reduced |
|
| 13 |
Bank of New York Mellon
New York
| $4.35B | +$1.41B | 5 | 0.95% | Increased |
|
| 14 |
Nuveen
Charlotte,
North Carolina
| $3.78B | +$7.26M | 4 | 1.28% | Increased |
|
| 15 |
Primecap Management
Pasadena,
California
| $3.47B | -$189M | 1 | 2.58% | Reduced |
|
| 16 |
Legal & General Group
London,
United Kingdom
| $3.02B | +$197M | 5 | 1.18% | Increased |
|
| 17 |
ARK Investment Management
St. Petersburg,
Florida
| $2.92B | +$360M | 1 | 7.76% | Increased |
|
| 18 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
| $2.65B | -$206M | 1 | 1.71% | Reduced |
|
| 19 |
Morgan Stanley
New York
| $2.64B | +$417M | 9 | 0.41% | Increased |
|
| 20 |
T. Rowe Price Associates
Baltimore,
Maryland
| $2.48B | +$672M | 3 | 0.25% | Increased |
|
| 21 |
Charles Schwab
San Francisco,
California
| $2.43B | +$660M | 3 | 0.96% | Increased |
|
| 22 |
UBS AM
Chicago,
Illinois
| $2.3B | +$142M | 3 | 1.08% | Increased |
|
| 23 |
Goldman Sachs
New York
| $2.29B | -$4.48B | 6 | 0.59% | Reduced |
|
| 24 |
Jane Street
New York
| $2.1B | +$681M | 7 | 1.05% | Increased |
|
| 25 |
Swiss National Bank
Zurich,
Switzerland
| $2B | -$36.7M | 3 | 1.42% | Reduced |
|