能源儲存
儲能可平衡間歇性發電與需求之間的落差，且收益來源逐漸從單純的套利轉向電網服務。電池芯成本持續下降，也讓更多專案具備可行性。
26檔股票
| # | 名稱 | 持股 | 交易金額 |
主題 股票 |
投資組合 占比 | 狀態 | |
|---|---|---|---|---|---|---|---|
| 1 |
BlackRock
New York
| US$920億 | +US$26.8億 | 16 | 1.37% | 增持 |
|
| 2 |
Vanguard Capital Management
Malvern,
Pennsylvania
| US$781億 | +US$5.15億 | 16 | 1.67% | 增持 |
|
| 3 |
State Street
Boston,
Massachusetts
| US$500億 | +US$11.7億 | 17 | 1.48% | 增持 |
|
| 4 |
Geode Capital Management
Boston,
Massachusetts
| US$293億 | +US$4.52億 | 19 | 1.56% | 增持 |
|
| 5 |
Invesco
Atlanta,
Georgia
| US$237億 | +US$2.53億 | 10 | 1.88% | 增持 |
|
| 6 |
Vanguard Portfolio Management
Malvern,
Pennsylvania
| US$216億 | +US$1.64億 | 9 | 0.97% | 增持 |
|
| 7 |
Capital World Investors
Los Angeles,
California
| US$192億 | +US$11.3億 | 1 | 2.27% | 增持 |
|
| 8 |
JP Morgan Chase
New York
| US$174億 | -US$16.2億 | 15 | 0.96% | 減碼 |
|
| 9 |
Fidelity Investments
Boston,
Massachusetts
| US$169億 | +US$15.4億 | 13 | 0.73% | 增持 |
|
| 10 |
Morgan Stanley
New York
| US$166億 | -US$1.02億 | 19 | 0.88% | 減碼 |
|
| 11 |
Norges Bank
Oslo,
Norway
| US$164億 | +US$155億 | 4 | 1.64% | 新 |
|
| 12 |
Goldman Sachs
New York
| US$132億 | +US$6.4億 | 13 | 1.15% | 增持 |
|
| 13 |
Northern Trust
Chicago,
Illinois
| US$110億 | +US$8338萬 | 16 | 1.28% | 增持 |
|
| 14 |
T. Rowe Price Associates
Baltimore,
Maryland
| US$108億 | +US$2.83億 | 10 | 1.08% | 增持 |
|
| 15 |
Legal & General Group
London,
United Kingdom
| US$87.3億 | +US$1.37億 | 10 | 1.82% | 增持 |
|
| 16 |
Amundi
Paris,
France
| US$84.6億 | -US$8.39億 | 6 | 2.03% | 減碼 |
|
| 17 |
Charles Schwab
San Francisco,
California
| US$82.9億 | -US$2.59億 | 10 | 1.1% | 減碼 |
|
| 18 |
UBS AM
Chicago,
Illinois
| US$82.4億 | -US$8414萬 | 10 | 1.5% | 減碼 |
|
| 19 |
Bank of America
Charlotte,
North Carolina
| US$77.7億 | -US$3.87億 | 11 | 0.5% | 減碼 |
|
| 20 |
Vanguard Fiduciary Trust
Malvern,
Pennsylvania
| US$69.3億 | +US$2213萬 | 17 | 1.53% | 增持 |
|
| 21 |
Nuveen
Charlotte,
North Carolina
| US$68.2億 | +US$9.9億 | 10 | 1.63% | 增持 |
|
| 22 |
Bank of New York Mellon
New York
| US$61.7億 | -US$1.41億 | 9 | 1.01% | 減碼 |
|
| 23 |
Loomis, Sayles & Company
Boston,
Massachusetts
| US$53.3億 | +US$973萬 | 1 | 6.68% | 增持 |
|
| 24 |
BAMCO Inc
New York
| US$52.7億 | +US$2.35億 | 1 | 7.9% | 增持 |
|
| 25 |
Barclays
London,
United Kingdom
| US$49億 | +US$3.97億 | 15 | 0.94% | 增持 |
|