← 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
251	FFM Fullerton Fund Management Singapore	$47.3M	+$34.3M	1	3.47%	New
252	Munro Partners Melbourne, Australia	$46.2M	+$22.1M	1	2%	Increased
253	LPC Lion Point Capital New York	$45.1M	-$100M	1	8.69%	Reduced
254	Profund Advisors Bethesda, Maryland	$43.8M	+$1.31M	3	1.91%	Increased
255	Rockefeller Capital Management New York	$43.4M	+$6.93M	7	0.33%	Increased
256	CAM ClariVest Asset Management San Diego, California	$42.1M	+$10.1M	3	1.43%	Increased
257	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$42M	+$30.5M	1	0.32%	New
258	Quadrature Capital London, United Kingdom	$42M	+$17.7M	2	2.05%	Increased
259	WorldQuant Millennium Advisors New York	$41M	+$4.63M	1	0.9%	Increased
260	Castleark Management Chicago, Illinois	$40.7M	+$741K	2	1.52%	Increased
261	Marsico Capital Management Denver, Colorado	$39.8M	-$14.9M	1	1.03%	Reduced
262	Varma Mutual Pension Insurance Co Helsinki, Finland	$39.4M	+$9.9M	1	0.69%	Increased
263	Paradigm Capital Management Inc Albany, New York	$39.1M	-$330K	1	2.34%	Reduced
264	ACL APEIRON Capital Ltd Hong Kong	$38.8M	+$28.2M	1	18.7%	New
265	Twin Tree Management Dallas, Texas	$38.3M	+$8.79M	1	0.15%	Increased
266	United Capital Financial Advisors Irving, Texas	$38.1M	+$304K	1	0.23%	Increased
267	Employees Provident Fund Board Shah Alam, Malaysia	$37.9M	-$5.45M	1	0.64%	Reduced
268	Achmea Investment Management Zeist, Netherlands	$37.5M	+$2.03M	1	1.36%	Increased
269	Elo Mutual Pension Insurance Espoo, Finland	$37.4M	+$27.1M	1	1.24%	New
270	SIM SW Investment Management Telluride, Colorado	$37M	+$30.5M	1	22.66%	New
271	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$36.3M	-$2.32M	1	2.48%	Reduced
272	Ceredex Value Advisors Orlando, Florida	$35.5M	+$228K	1	0.45%	Increased
273	MAM Myriad Asset Management North Point, Hong Kong	$35.4M	+$36.2M	1	7.26%	New
274	Rubric Capital Management (New York) New York	$35.4M	+$3.23M	1	2.6%	Increased
275	Dai-ichi Life Insurance Company Tokyo, Japan	$35.2M	-$1.19M	1	0.51%	Reduced