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
| $99B | +$1.15B | 13 | 1.72% | Increased |
|
| 2 |
BlackRock
New York
| $82.4B | +$2.37B | 14 | 1.67% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $45.6B | +$176M | 13 | 1.8% | Increased |
|
| 4 |
Geode Capital Management
Boston,
Massachusetts
| $24.7B | +$532M | 16 | 1.92% | Increased |
|
| 5 |
Morgan Stanley
New York
| $18.2B | +$1.56B | 16 | 1.28% | Increased |
|
| 6 |
Capital World Investors
Los Angeles,
California
| $16.6B | -$513M | 1 | 2.53% | Reduced |
|
| 7 |
JP Morgan Chase
New York
| $14.6B | +$1.38B | 11 | 1.08% | Increased |
|
| 8 |
Norges Bank
Oslo,
Norway
| $14.5B | +$1.54B | 4 | 1.9% | Increased |
|
| 9 |
Fidelity Investments
Boston,
Massachusetts
| $14.1B | +$3.21B | 10 | 0.84% | Increased |
|
| 10 |
Northern Trust
Chicago,
Illinois
| $11.6B | +$1.64B | 12 | 1.65% | Increased |
|
| 11 |
T. Rowe Price Associates
Baltimore,
Maryland
| $11.5B | -$396M | 7 | 1.33% | Reduced |
|
| 12 |
UBS AM
Chicago,
Illinois
| $9.93B | +$53.3M | 6 | 2.31% | Increased |
|
| 13 |
Bank of America
Charlotte,
North Carolina
| $8.09B | -$465M | 16 | 0.68% | Reduced |
|
| 14 |
Charles Schwab
San Francisco,
California
| $7.07B | +$254M | 10 | 1.3% | Increased |
|
| 15 |
Bank of New York Mellon
New York
| $6.93B | -$59.2M | 9 | 1.28% | Reduced |
|
| 16 |
Legal & General Group
London,
United Kingdom
| $6.63B | -$169M | 9 | 1.75% | Reduced |
|
| 17 |
BAMCO Inc
New York
| $5.89B | -$113M | 1 | 15.22% | Reduced |
|
| 18 |
Loomis, Sayles & Company
Boston,
Massachusetts
| $5.44B | -$853M | 1 | 6.87% | Reduced |
|
| 19 |
Barclays
London,
United Kingdom
| $5.35B | -$414M | 13 | 1.5% | Reduced |
|
| 20 |
Nuveen
Charlotte,
North Carolina
| $5.34B | +$701M | 7 | 1.51% | Increased |
|
| 21 |
Invesco
Atlanta,
Georgia
| $5.27B | +$241M | 10 | 0.98% | Increased |
|
| 22 |
Amundi
Paris,
France
| $5.14B | +$36.4M | 4 | 1.79% | Increased |
|
| 23 |
Goldman Sachs
New York
| $4.89B | -$363M | 11 | 0.77% | Reduced |
|
| 24 |
Wellington Management Group
Boston,
Massachusetts
| $4.14B | +$913M | 3 | 0.76% | Increased |
|
| 25 |
Jennison Associates
New York
| $3.93B | -$801M | 2 | 2.39% | Reduced |
|