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
| $27.7B | +$944M | 15 | 0.75% | Increased |
|
| 2 |
BlackRock
New York
| $22.7B | +$1.06B | 14 | 0.71% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $12.4B | -$106M | 14 | 0.73% | Reduced |
|
| 4 |
Geode Capital Management
Boston,
Massachusetts
| $6.18B | +$313M | 17 | 0.87% | Increased |
|
| 5 |
Capital World Investors
Los Angeles,
California
| $5.97B | -$7.9B | 1 | 1.27% | Reduced |
|
| 6 |
Bank of Montreal
Toronto,
Ontario, Canada
| $4.15B | -$199M | 4 | 1.8% | Reduced |
|
| 7 |
Fidelity Investments
Boston,
Massachusetts
| $3.97B | -$1.19B | 11 | 0.39% | Reduced |
|
| 8 |
Norges Bank
Oslo,
Norway
| $3.5B | +$298M | 6 | 0.84% | Increased |
|
| 9 |
Northern Trust
Chicago,
Illinois
| $3.39B | +$21.8M | 13 | 0.71% | Increased |
|
| 10 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $3.3B | -$201M | 1 | 3.44% | Reduced |
|
| 11 |
Morgan Stanley
New York
| $3.26B | +$1.01B | 15 | 0.37% | Increased |
|
| 12 |
JP Morgan Chase
New York
| $3.16B | +$106M | 13 | 0.42% | Increased |
|
| 13 |
Bank of New York Mellon
New York
| $2.57B | -$900K | 11 | 0.59% | Reduced |
|
| 14 |
Jennison Associates
New York
| $2.33B | -$2.03B | 2 | 2.36% | Reduced |
|
| 15 |
BAMCO Inc
New York
| $2.16B | +$11.2M | 1 | 7.25% | Increased |
|
| 16 |
T. Rowe Price Associates
Baltimore,
Maryland
| $2.12B | -$5.64B | 7 | 0.34% | Reduced |
|
| 17 |
Nuveen
Charlotte,
North Carolina
| $2.03B | +$118M | 9 | 0.79% | Increased |
|
| 18 |
Legal & General Group
London,
United Kingdom
| $1.93B | -$104M | 10 | 0.74% | Reduced |
|
| 19 |
Charles Schwab
San Francisco,
California
| $1.77B | +$91.2M | 11 | 0.57% | Increased |
|
| 20 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $1.72B | +$2.16B | 15 | 0.44% | Increased |
|
| 21 |
UBS AM
Chicago,
Illinois
| $1.53B | +$184M | 8 | 0.8% | Increased |
|
| 22 |
Amundi
Paris,
France
| $1.41B | +$419M | 8 | 0.77% | Increased |
|
| 23 |
Barclays
London,
United Kingdom
| $1.4B | +$960M | 13 | 0.63% | Increased |
|
| 24 |
Swiss National Bank
Zurich,
Switzerland
| $1.35B | -$116M | 8 | 0.97% | Reduced |
|
| 25 |
Primecap Management
Pasadena,
California
| $1.24B | -$14.3M | 1 | 1.13% | Reduced |
|