← 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	SAM Securian Asset Management St Paul, Minnesota	$46.3M	-$135K	2	0.94%	Reduced
252	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$46M	+$40.5M	1	0.1%	Increased
253	MAM Mark Asset Management New York	$46M	+$4.89M	1	5.66%	Increased
254	Paradigm Capital Management Inc Albany, New York	$45.7M	+$74.6K	1	2.19%	Increased
255	US Bancorp Minneapolis, Minnesota	$45.3M	+$1.08M	7	0.08%	Increased
256	Pacer Advisors Malvern, Pennsylvania	$45M	-$1.58M	2	0.64%	Reduced
257	Stephens Investment Management Group Houston, Texas	$44.8M	+$2.62M	1	0.61%	Increased
258	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$44.5M	+$5.26M	1	0.79%	Increased
259	VVP Vulcan Value Partners Birmingham, Alabama	$44.3M	-$3.07M	1	0.24%	Reduced
260	HCS Himension Capital (Singapore) Singapore	$42.9M	+$26.8M	1	4.16%	Increased
261	BCH Berkshire Capital Holdings San Jose, California	$42.2M	-$11.4M	1	4.94%	Reduced
262	CIBC World Markets New York	$42.1M	-$27.2M	1	0.29%	Reduced
263	United Capital Financial Advisors Irving, Texas	$41.7M	+$4.04M	1	0.21%	Increased
264	Rockefeller Capital Management New York	$40.8M	-$558K	6	0.23%	Reduced
265	Ceredex Value Advisors Orlando, Florida	$40.6M	-$793K	1	0.46%	Reduced
266	TCM Tao Capital Management San Francisco, California	$39.1M	$0	1	8.97%	Maintained
267	Huntington National Bank Columbus, Ohio	$39M	+$7.26M	2	0.39%	Increased
268	Maryland State Retirement & Pension System Baltimore, Maryland	$38.9M	+$118K	1	1.27%	Increased
269	Mercer Global Advisors Denver, Colorado	$38.9M	+$10.1M	1	0.3%	Increased
270	T2I Turim 21 Investimentos Rio De Janeiro, Brazil	$38.7M	+$37.1M	1	12.89%	New
271	Capstone Investment Advisors New York	$37.8M	-$13.5M	1	0.09%	Reduced
272	CloudAlpha Capital Management Hong Kong	$37.4M	+$35.4M	1	4.49%	Increased
273	Factory Mutual Insurance Waltham, Massachusetts	$37M	+$10.3M	1	0.45%	Increased
274	WorldQuant Millennium Advisors New York	$36.5M	-$2.83M	1	0.81%	Reduced
275	Elo Mutual Pension Insurance Espoo, Finland	$36.5M	-$666K	1	1.21%	Reduced