← 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
$57.4B +$898M 14 1.41% Increased
2
BlackRock
BlackRock
New York
$47.6B +$231M 13 1.37% Increased
3
State Street
State Street
Massachusetts
$26.5B +$193M 15 1.47% Increased
4
Geode Capital Management
Geode Capital Management
Massachusetts
$13.6B +$580M 18 1.62% Increased
5
Capital World Investors
Capital World Investors
California
$10.3B -$300M 1 2.04% Reduced
6
Morgan Stanley
Morgan Stanley
New York
$7.69B +$583M 16 0.78% Increased
7
Fidelity Investments
Fidelity Investments
Massachusetts
$7.39B +$151M 12 0.64% Increased
8
JP Morgan Chase
JP Morgan Chase
New York
$7.38B +$689M 15 0.81% Increased
9
Norges Bank
Norges Bank
Norway
$7.29B -$55.4M 5 1.48% Reduced
10
Northern Trust
Northern Trust
Illinois
$6.99B +$233M 14 1.35% Increased
11
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$6.66B -$354M 9 0.98% Reduced
12
Bank of Montreal
Bank of Montreal
Ontario, Canada
$6.36B +$67.1M 6 2.2% Increased
13
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$5.58B -$229M 1 5.09% Reduced
14
Bank of New York Mellon
Bank of New York Mellon
New York
$4.88B -$122M 12 1.07% Reduced
15
Jennison Associates
Jennison Associates
New York
$4.67B -$116M 2 3.97% Reduced
16
BAMCO Inc
BAMCO Inc
New York
$4.42B -$7.16M 1 12.85% Reduced
17
Legal & General Group
Legal & General Group
United Kingdom
$4.36B -$219M 12 1.52% Reduced
18
Goldman Sachs
Goldman Sachs
New York
$3.94B +$445M 11 0.84% Increased
19
Nuveen
Nuveen
North Carolina
$3.84B -$82.6M 11 1.35% Reduced
20
UBS AM
UBS AM
Illinois
$3.8B +$554M 7 1.7% Increased
21
Charles Schwab
Charles Schwab
California
$3.76B +$128M 11 1.08% Increased
22
Bank of America
Bank of America
North Carolina
$2.6B +$13.2M 13 0.29% Increased
23
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$2.58B -$96.8M 1 4.43% Reduced
24
Swiss National Bank
Swiss National Bank
Switzerland
$2.31B -$289M 6 1.81% Reduced
25
Primecap Management
Primecap Management
California
$2.29B -$17.3M 1 1.93% Reduced