← All themes Electrification & Grid

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
Vanguard Group
Pennsylvania
$71.1B +$2.56B 12 1.68% Increased
2
BlackRock
BlackRock
New York
$60.5B +$2.23B 12 1.63% Increased
3
Capital World Investors
Capital World Investors
California
$39.1B -$340M 1 6.74% Reduced
4
State Street
State Street
Massachusetts
$35.2B -$27.6M 12 1.74% Reduced
5
Geode Capital Management
Geode Capital Management
Massachusetts
$15.6B +$714M 14 1.94% Increased
6
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$13.9B +$4.45B 5 1.41% Increased
7
Fidelity Investments
Fidelity Investments
Massachusetts
$12.4B +$427M 8 0.99% Increased
8
Jennison Associates
Jennison Associates
New York
$11B -$481M 2 8.08% Reduced
9
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$10.6B -$921M 1 7.41% Reduced
10
Northern Trust
Northern Trust
Illinois
$9.56B +$197M 11 1.68% Increased
11
Norges Bank
Norges Bank
Norway
$8.4B +$224M 5 1.83% Increased
12
JP Morgan Chase
JP Morgan Chase
New York
$7.13B -$1.06B 13 0.86% Reduced
13
Bank of New York Mellon
Bank of New York Mellon
New York
$6.86B -$92.3M 9 1.33% Reduced
14
BAMCO Inc
BAMCO Inc
New York
$6.25B +$3.72M 1 15.33% Increased
15
Legal & General Group
Legal & General Group
United Kingdom
$5.57B +$318M 9 1.69% Increased
16
Nuveen
Nuveen
North Carolina
$4.85B -$199M 7 1.57% Reduced
17
Charles Schwab
Charles Schwab
California
$4.47B +$188M 8 1.34% Increased
18
UBS AM
UBS AM
Illinois
$4.33B +$317M 7 1.86% Increased
19
Morgan Stanley
Morgan Stanley
New York
$4.24B +$108M 14 0.57% Increased
20
Swiss National Bank
Swiss National Bank
Switzerland
$4B +$467M 5 2.26% Increased
21
Primecap Management
Primecap Management
California
$3.72B -$110M 1 2.8% Reduced
22
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$3.32B -$242M 1 2.21% Reduced
23
Goldman Sachs
Goldman Sachs
New York
$3.21B -$910M 14 0.67% Reduced
24
Allianz Asset Management
Allianz Asset Management
Germany
$2.82B +$55.7M 3 2.1% Increased
25
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$2.81B +$75.6M 8 1.48% Increased