← 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
$118B +$2.92B 14 1.7% Increased
2
BlackRock
BlackRock
New York
$95.6B +$1.41B 14 1.62% Increased
3
State Street
State Street
Massachusetts
$52.1B +$481M 15 1.75% Increased
4
Geode Capital Management
Geode Capital Management
Massachusetts
$29.7B +$179M 17 1.83% Increased
5
Invesco
Invesco
Georgia
$24.1B +$16.8B 10 2.27% Increased
6
JP Morgan Chase
JP Morgan Chase
New York
$20.1B -$71.9M 14 1.26% Reduced
7
Capital World Investors
Capital World Investors
California
$19.1B -$688M 1 2.6% Reduced
8
Fidelity Investments
Fidelity Investments
Massachusetts
$17.9B +$1.58B 13 0.91% Increased
9
Norges Bank
Norges Bank
Norway
$17.2B +$17B 3 1.84% New
10
Morgan Stanley
Morgan Stanley
New York
$16.3B -$180M 15 0.97% Reduced
11
Goldman Sachs
Goldman Sachs
New York
$12.4B -$1.11B 11 1.53% Reduced
12
Northern Trust
Northern Trust
Illinois
$11.7B -$190M 14 1.5% Reduced
13
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$11.6B -$978M 7 1.26% Reduced
14
Bank of America
Bank of America
North Carolina
$9.47B +$338M 17 0.69% Increased
15
Legal & General Group
Legal & General Group
United Kingdom
$9.19B +$459M 10 2.04% Increased
16
UBS AM
UBS AM
Illinois
$9.11B +$184M 7 1.93% Increased
17
Charles Schwab
Charles Schwab
California
$9.03B +$167M 11 1.4% Increased
18
Amundi
Amundi
France
$8.76B +$475M 5 2.38% Increased
19
Bank of New York Mellon
Bank of New York Mellon
New York
$6.83B -$105M 8 1.2% Reduced
20
Barclays
Barclays
United Kingdom
$6.15B -$1.2B 13 1.48% Reduced
21
Nuveen
Nuveen
North Carolina
$5.99B -$153M 8 1.57% Reduced
22
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$5.69B -$41M 1 6.86% Reduced
23
BAMCO Inc
BAMCO Inc
New York
$5.36B -$8.93M 1 14.53% Reduced
24
Wellington Management Group
Wellington Management Group
Massachusetts
$4.74B +$502M 4 0.83% Increased
25
Jennison Associates
Jennison Associates
New York
$4.72B -$188M 1 2.83% Reduced