← 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
BlackRock
BlackRock
New York
$78.6B -$563M 15 1.37% Reduced
2
Vanguard Capital Management
Vanguard Capital Management
Pennsylvania
$68.5B +$76B 15 1.69% New
3
State Street
State Street
Massachusetts
$43.1B -$51M 16 1.49% Reduced
4
Geode Capital Management
Geode Capital Management
Massachusetts
$25.5B +$973M 18 1.58% Increased
5
Invesco
Invesco
Georgia
$20.7B +$858M 11 2.02% Increased
6
Vanguard Portfolio Management
Vanguard Portfolio Management
Pennsylvania
$18.8B +$20.8B 9 0.98% New
7
JP Morgan Chase
JP Morgan Chase
New York
$16.5B +$645M 13 1.06% Increased
8
Capital World Investors
Capital World Investors
California
$15.9B +$173M 1 2.18% Increased
9
Morgan Stanley
Morgan Stanley
New York
$14.7B +$1.4B 19 0.89% Increased
10
Fidelity Investments
Fidelity Investments
Massachusetts
$13.5B -$1.46B 12 0.71% Reduced
11
Goldman Sachs
Goldman Sachs
New York
$11.1B +$896M 12 1.27% Increased
12
Northern Trust
Northern Trust
Illinois
$9.66B -$53.3M 15 1.28% Reduced
13
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$9.27B -$401M 7 1.07% Reduced
14
Amundi
Amundi
France
$8.26B +$1.13B 5 2.25% Increased
15
Legal & General Group
Legal & General Group
United Kingdom
$7.59B +$7.36M 11 1.76% Increased
16
Charles Schwab
Charles Schwab
California
$7.56B +$92.1M 12 1.16% Increased
17
UBS AM
UBS AM
Illinois
$7.36B -$191M 8 1.53% Reduced
18
Bank of America
Bank of America
North Carolina
$7.2B -$696M 12 0.53% Reduced
19
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust
Pennsylvania
$6.1B +$6.77B 15 1.54% New
20
Bank of New York Mellon
Bank of New York Mellon
New York
$5.58B -$87.8M 9 1.03% Reduced
21
Nuveen
Nuveen
North Carolina
$5.1B +$162M 8 1.38% Increased
22
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$4.7B +$2.21M 1 6.33% Increased
23
BAMCO Inc
BAMCO Inc
New York
$4.44B +$2.49M 1 13.39% Increased
24
Barclays
Barclays
United Kingdom
$3.95B -$1.26B 13 0.95% Reduced
25
Jennison Associates
Jennison Associates
New York
$3.73B -$186M 2 2.57% Reduced