← 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
$58B +$945M 14 1.27% Increased
2
BlackRock
BlackRock
New York
$47.8B +$458M 13 1.22% Increased
3
State Street
State Street
Massachusetts
$27.3B +$975M 15 1.33% Increased
4
Geode Capital Management
Geode Capital Management
Massachusetts
$13.9B +$345M 18 1.45% Increased
5
Capital World Investors
Capital World Investors
California
$10.2B -$16.2M 1 1.81% Reduced
6
Bank of Montreal
Bank of Montreal
Ontario, Canada
$9.03B +$582M 5 2.74% Increased
7
Morgan Stanley
Morgan Stanley
New York
$8.41B +$720M 16 0.74% Increased
8
Norges Bank
Norges Bank
Norway
$7.91B +$633M 5 1.38% Increased
9
Fidelity Investments
Fidelity Investments
Massachusetts
$7.33B -$2.84M 12 0.56% Reduced
10
JP Morgan Chase
JP Morgan Chase
New York
$7.05B -$273M 14 0.68% Reduced
11
Northern Trust
Northern Trust
Illinois
$6.52B -$404M 14 1.18% Reduced
12
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$6.5B -$106M 9 0.87% Reduced
13
Bank of New York Mellon
Bank of New York Mellon
New York
$4.8B -$47.3M 12 0.97% Reduced
14
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$4.65B -$857M 1 3.68% Reduced
15
BAMCO Inc
BAMCO Inc
New York
$4.4B +$9.4M 1 11.72% Increased
16
Legal & General Group
Legal & General Group
United Kingdom
$4.34B +$13.9M 12 1.35% Increased
17
Goldman Sachs
Goldman Sachs
New York
$4.14B +$217M 11 0.76% Increased
18
Jennison Associates
Jennison Associates
New York
$3.89B -$716M 3 2.9% Reduced
19
UBS AM
UBS AM
Illinois
$3.86B +$81.1M 6 1.52% Increased
20
Charles Schwab
Charles Schwab
California
$3.85B +$113M 11 0.98% Increased
21
Nuveen
Nuveen
North Carolina
$3.82B +$1.73M 10 1.23% Increased
22
Bank of America
Bank of America
North Carolina
$3.08B +$476M 13 0.31% Increased
23
Invesco
Invesco
Georgia
$2.73B +$465M 12 0.65% Increased
24
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$2.5B -$55.1M 1 3.83% Reduced
25
Barclays
Barclays
United Kingdom
$2.31B +$258M 13 0.85% Increased