← 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	WBC Westpac Banking Corp Sydney, Australia	$89.3M	+$15M	1	0.93%	Increased
252	Polar Capital Holdings London, United Kingdom	$89.2M	-$22.4M	5	0.33%	Reduced
253	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$88.8M	-$9.46M	2	1.95%	Reduced
254	Truist Financial Charlotte, North Carolina	$87.2M	+$5.66M	3	0.13%	Increased
255	FFL Future Fund LLC Chicago, Illinois	$84M	+$80M	1	72.42%	New
256	CIBC World Market Toronto, Ontario, Canada	$84M	+$30.9M	2	0.24%	Increased
257	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$82.9M	-$8.2M	1	1.6%	Reduced
258	VVP Vulcan Value Partners Birmingham, Alabama	$82.7M	+$40.8M	1	0.42%	Increased
259	BCH Berkshire Capital Holdings San Jose, California	$82.2M	-$11.7M	1	10.99%	Reduced
260	Natixis Advisors Boston, Massachusetts	$82.1M	+$17M	1	0.31%	Increased
261	Private Advisor Group Morristown, New Jersey	$81.2M	-$20.7M	1	0.61%	Reduced
262	Quadrature Capital London, United Kingdom	$80.7M	-$49.3M	1	4.25%	Reduced
263	Norinchukin Bank Tokyo, Japan	$79.1M	-$6.27M	1	1%	Reduced
264	Huntington National Bank Columbus, Ohio	$75.5M	+$7.33M	2	0.69%	Increased
265	Neuberger Berman Group New York	$74.7M	-$5.95M	1	0.06%	Reduced
266	SAM Securian Asset Management St Paul, Minnesota	$74.5M	-$165K	2	1.37%	Reduced
267	US Bancorp Minneapolis, Minnesota	$74.4M	+$305K	8	0.12%	Increased
268	Capricorn Investment Group Palo Alto, California	$74.3M	+$70.8M	1	6.2%	New
269	TAMH Taikang Asset Management (HK) Hong Kong	$74.3M	$0	1	14.79%	Maintained
270	Pacer Advisors Malvern, Pennsylvania	$74.3M	+$3.25M	2	0.76%	Increased
271	Boston Partners Boston, Massachusetts	$73.6M	+$10.8M	1	0.09%	Increased
272	Qube Research & Technologies (QRT) London, United Kingdom	$73.1M	+$67M	5	0.56%	Increased
273	PEAK6 Investments Chicago, Illinois	$73M	+$64.7M	3	0.16%	Increased
274	CCP Clough Capital Partners Boston, Massachusetts	$72.8M	-$16.4M	1	4.87%	Reduced
275	SAM Shell Asset Management The Hague, Netherlands	$72.6M	+$19.2M	3	1.49%	Increased