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
| $67B | +$609M | 12 | 1.52% | Increased |
|
| 2 |
BlackRock
New York
| $56.9B | +$191M | 12 | 1.45% | Increased |
|
| 3 |
Capital World Investors
Los Angeles,
California
| $38.7B | -$767M | 1 | 6.13% | Reduced |
|
| 4 |
State Street
Boston,
Massachusetts
| $34.6B | +$1.3B | 12 | 1.64% | Increased |
|
| 5 |
Geode Capital Management
Boston,
Massachusetts
| $14.5B | +$445M | 13 | 1.74% | Increased |
|
| 6 |
Fidelity Investments
Boston,
Massachusetts
| $11.9B | +$1.35B | 6 | 0.88% | Increased |
|
| 7 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $11.4B | -$3.07B | 1 | 6.26% | Reduced |
|
| 8 |
Jennison Associates
New York
| $11.3B | +$57M | 3 | 7.17% | Increased |
|
| 9 |
Northern Trust
Chicago,
Illinois
| $9.17B | -$58.6M | 11 | 1.5% | Reduced |
|
| 10 |
T. Rowe Price Associates
Baltimore,
Maryland
| $8.64B | +$4.46B | 6 | 0.78% | Increased |
|
| 11 |
JP Morgan Chase
New York
| $8.26B | +$1.19B | 13 | 0.95% | Increased |
|
| 12 |
Norges Bank
Oslo,
Norway
| $8.01B | -$32.2M | 5 | 1.65% | Reduced |
|
| 13 |
Bank of New York Mellon
New York
| $6.84B | -$236M | 9 | 1.23% | Reduced |
|
| 14 |
BAMCO Inc
New York
| $6.12B | -$224M | 1 | 12.99% | Reduced |
|
| 15 |
Nuveen
Charlotte,
North Carolina
| $5.79B | +$380M | 7 | 1.71% | Increased |
|
| 16 |
Legal & General Group
London,
United Kingdom
| $5.11B | -$68M | 9 | 1.55% | Reduced |
|
| 17 |
Goldman Sachs
New York
| $4.2B | -$544M | 13 | 0.83% | Reduced |
|
| 18 |
Charles Schwab
San Francisco,
California
| $4.18B | +$116M | 8 | 1.24% | Increased |
|
| 19 |
Morgan Stanley
New York
| $4.06B | +$10.1M | 13 | 0.5% | Increased |
|
| 20 |
UBS AM
Chicago,
Illinois
| $3.89B | -$30.6M | 6 | 1.49% | Reduced |
|
| 21 |
Primecap Management
Pasadena,
California
| $3.77B | -$478M | 1 | 2.61% | Reduced |
|
| 22 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
| $3.53B | -$758M | 1 | 2.15% | Reduced |
|
| 23 |
Swiss National Bank
Zurich,
Switzerland
| $3.4B | -$35.6M | 5 | 2.04% | Reduced |
|
| 24 |
Barclays
London,
United Kingdom
| $2.86B | -$143M | 5 | 1.07% | Reduced |
|
| 25 |
Allianz Asset Management
Munich,
Germany
| $2.71B | -$94.2M | 4 | 1.86% | Reduced |
|