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
| $41.1B | +$505M | 8 | 1.02% | Increased |
|
| 2 |
BlackRock
New York
| $35.4B | +$134M | 8 | 0.99% | Increased |
|
| 3 |
Capital World Investors
Los Angeles,
California
| $25.3B | -$2.37B | 1 | 4.31% | Reduced |
|
| 4 |
State Street
Boston,
Massachusetts
| $20.5B | +$311M | 9 | 1.08% | Increased |
|
| 5 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $10.8B | -$240M | 1 | 5.25% | Reduced |
|
| 6 |
Geode Capital Management
Boston,
Massachusetts
| $8.51B | +$268M | 9 | 1.17% | Increased |
|
| 7 |
Jennison Associates
New York
| $7.03B | -$262M | 2 | 4.66% | Reduced |
|
| 8 |
Fidelity Investments
Boston,
Massachusetts
| $6.51B | -$744M | 7 | 0.51% | Reduced |
|
| 9 |
Northern Trust
Chicago,
Illinois
| $5.69B | -$37.4M | 7 | 1% | Reduced |
|
| 10 |
Norges Bank
Oslo,
Norway
| $4.85B | +$208M | 3 | 1.05% | Increased |
|
| 11 |
Bank of New York Mellon
New York
| $4.41B | +$10M | 7 | 0.85% | Increased |
|
| 12 |
JP Morgan Chase
New York
| $4.31B | -$107M | 10 | 0.51% | Reduced |
|
| 13 |
BAMCO Inc
New York
| $4.17B | -$6.37M | 1 | 9.56% | Reduced |
|
| 14 |
ARK Investment Management
St. Petersburg,
Florida
| $3.69B | -$229M | 1 | 6.87% | Reduced |
|
| 15 |
Nuveen
Charlotte,
North Carolina
| $3.64B | +$40.1M | 6 | 1.09% | Increased |
|
| 16 |
Legal & General Group
London,
United Kingdom
| $3.13B | +$193M | 7 | 1.05% | Increased |
|
| 17 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
| $2.99B | +$224M | 1 | 1.77% | Increased |
|
| 18 |
Primecap Management
Pasadena,
California
| $2.76B | -$47M | 1 | 1.85% | Reduced |
|
| 19 |
Charles Schwab
San Francisco,
California
| $2.49B | +$66.5M | 5 | 0.83% | Increased |
|
| 20 |
Morgan Stanley
New York
| $2.46B | -$305M | 12 | 0.32% | Reduced |
|
| 21 |
T. Rowe Price Associates
Baltimore,
Maryland
| $2.44B | -$46.5M | 4 | 0.23% | Reduced |
|
| 22 |
Goldman Sachs
New York
| $2.44B | +$216M | 10 | 0.55% | Increased |
|
| 23 |
UBS AM
Chicago,
Illinois
| $2.39B | +$117M | 4 | 1.02% | Increased |
|
| 24 |
Swiss National Bank
Zurich,
Switzerland
| $2.14B | +$140M | 3 | 1.32% | Increased |
|
| 25 |
Bank of Montreal
Toronto,
Ontario, Canada
| $1.91B | +$1.25B | 5 | 0.95% | Increased |
|