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
| $46.6B | +$498M | 15 | 1.19% | Increased |
|
| 2 |
BlackRock
New York
| $38B | +$157M | 14 | 1.12% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $20.9B | +$127M | 15 | 1.18% | Increased |
|
| 4 |
Geode Capital Management
Boston,
Massachusetts
| $10.5B | +$171M | 17 | 1.36% | Increased |
|
| 5 |
Capital World Investors
Los Angeles,
California
| $9.08B | -$815M | 1 | 1.88% | Reduced |
|
| 6 |
Fidelity Investments
Boston,
Massachusetts
| $6.94B | +$225M | 11 | 0.64% | Increased |
|
| 7 |
JP Morgan Chase
New York
| $6.08B | +$645M | 11 | 0.74% | Increased |
|
| 8 |
Norges Bank
Oslo,
Norway
| $5.9B | +$26.1M | 5 | 1.29% | Increased |
|
| 9 |
Northern Trust
Chicago,
Illinois
| $5.71B | +$56.5M | 13 | 1.13% | Increased |
|
| 10 |
T. Rowe Price Associates
Baltimore,
Maryland
| $5.44B | +$1.58B | 7 | 0.82% | Increased |
|
| 11 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $5.41B | -$133M | 1 | 4.88% | Reduced |
|
| 12 |
Morgan Stanley
New York
| $4.77B | -$533M | 15 | 0.51% | Reduced |
|
| 13 |
Bank of Montreal
Toronto,
Ontario, Canada
| $4.76B | +$97.6M | 3 | 1.9% | Increased |
|
| 14 |
Jennison Associates
New York
| $4.21B | +$246M | 2 | 3.86% | Increased |
|
| 15 |
Bank of New York Mellon
New York
| $4.17B | -$91.7M | 11 | 0.91% | Reduced |
|
| 16 |
BAMCO Inc
New York
| $3.65B | +$13.8M | 1 | 10.97% | Increased |
|
| 17 |
Legal & General Group
London,
United Kingdom
| $3.46B | +$214M | 10 | 1.24% | Increased |
|
| 18 |
Nuveen
Charlotte,
North Carolina
| $3.32B | -$61.4M | 9 | 1.23% | Reduced |
|
| 19 |
Charles Schwab
San Francisco,
California
| $2.99B | +$45.4M | 11 | 0.91% | Increased |
|
| 20 |
UBS AM
Chicago,
Illinois
| $2.71B | +$123M | 9 | 1.31% | Increased |
|
| 21 |
Bank of America
Charlotte,
North Carolina
| $2.57B | +$803M | 13 | 0.26% | Increased |
|
| 22 |
Goldman Sachs
New York
| $2.25B | +$360M | 11 | 0.52% | Increased |
|
| 23 |
Swiss National Bank
Zurich,
Switzerland
| $2.22B | -$31.9M | 8 | 1.52% | Reduced |
|
| 24 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
| $2.11B | +$53.3M | 2 | 1.57% | Increased |
|
| 25 |
Primecap Management
Pasadena,
California
| $2.05B | -$29.9M | 1 | 1.79% | Reduced |
|