← 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
226	HCM Hitchwood Capital Management New York	$87.5M	$0	1	18.2%	Maintained
227	AWA Artemis Wealth Advisors New York	$87.5M	+$25.1M	1	22.94%	Increased
228	SCM Scopia Capital Management New York	$86.6M	+$8.01M	1	7.93%	Increased
229	Holocene Advisors New York	$86.3M	+$84.2M	3	0.55%	Increased
230	Factory Mutual Insurance Waltham, Massachusetts	$85.1M	-$838K	1	1.4%	Reduced
231	Atalanta Sosnoff Capital New York	$84.2M	+$1.6M	1	2.66%	Increased
232	Truist Financial Charlotte, North Carolina	$84.1M	+$3.92M	3	0.16%	Increased
233	Marsico Capital Management Denver, Colorado	$83.9M	+$80.5M	1	4.51%	Increased
234	Shelton Capital Management Denver, Colorado	$83.8M	-$2.93M	3	3.99%	Reduced
235	Ilmarinen Mutual Pension Insurance Helsinki, Finland	$82.2M	+$2.79M	1	1.34%	Increased
236	Czech National Bank Prague, Czech Republic	$82.1M	+$86.4M	1	2.35%	New
237	CAPTRUST Financial Advisors Raleigh, North Carolina	$81.3M	+$6.89M	4	0.47%	Increased
238	Polar Capital Holdings London, United Kingdom	$81M	-$16.6M	7	0.52%	Reduced
239	Cantor Fitzgerald New York	$80.8M	+$39.7M	2	1.76%	Increased
240	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$79.7M	+$18M	1	1.65%	Increased
241	Fjarde Ap-fonden Stockholm, Sweden	$79.6M	-$66M	1	1%	Reduced
242	Comerica Bank Dallas, Texas	$79.3M	+$5.74M	2	0.67%	Increased
243	PCM Prime Capital Management Hong Kong	$79.1M	+$83.3M	1	44.69%	New
244	CA Cornerstone Advisors Asheville, North Carolina	$78.8M	+$32.7M	1	3.87%	Increased
245	CIBC World Market Toronto, Ontario, Canada	$78.5M	-$693K	2	0.3%	Reduced
246	WBC Westpac Banking Corp Sydney, Australia	$75.8M	+$4.93M	1	1.15%	Increased
247	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$75.1M	+$992K	2	1.21%	Increased
248	D1 Capital Partners New York	$73.6M	-$71.5M	1	1.34%	Reduced
249	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$72.6M	+$3.27M	2	2.12%	Increased
250	ALPS Advisors Denver, Colorado	$72M	+$1.05M	5	0.68%	Increased