← 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	GIM Growth Interface Management Orlando, Florida	$83M	-$84.6M	1	21.09%	Reduced
252	Quadrature Capital London, United Kingdom	$82.4M	+$231K	2	3.32%	Increased
253	Huntington National Bank Columbus, Ohio	$82.4M	+$4.7M	2	0.76%	Increased
254	CloudAlpha Capital Management Hong Kong	$80.6M	+$69.9M	1	37.78%	New
255	OPFM Optimus Prime Fund Management Grand Cayman, Cayman Islands	$80.3M	+$46.7M	1	6.95%	Increased
256	ClearBridge Investments New York	$80.1M	+$47.3M	3	0.06%	Increased
257	VVP Vulcan Value Partners Birmingham, Alabama	$79.7M	+$1.69M	1	0.49%	Increased
258	Walleye Trading New York	$78.8M	+$6.25M	6	0.25%	Increased
259	William Blair Investment Management Chicago, Illinois	$78.8M	+$18M	1	0.24%	Increased
260	Nomura Holdings Tokyo, Japan	$78.2M	-$27.3M	3	0.23%	Reduced
261	US Bancorp Minneapolis, Minnesota	$77.5M	+$1.53M	7	0.13%	Increased
262	SAM Securian Asset Management St Paul, Minnesota	$77.1M	+$1.04M	2	1.51%	Increased
263	Parallax Volatility Advisers San Francisco, California	$76.8M	-$247M	3	0.04%	Reduced
264	Summit Partners Public Asset Management Boston, Massachusetts	$76.2M	-$16.8M	1	2.71%	Reduced
265	Capricorn Investment Group Palo Alto, California	$75.8M	$0	1	8.88%	Maintained
266	CAM ClariVest Asset Management San Diego, California	$74.4M	+$2.52M	1	2.93%	Increased
267	CIBC World Markets New York	$74.3M	-$20.5M	1	0.58%	Reduced
268	Massachusetts Financial Services Boston, Massachusetts	$74.2M	+$7.97M	1	0.02%	Increased
269	LCG Luxor Capital Group New York	$73.6M	$0	1	1.01%	Maintained
270	AAM Ardevora Asset Management London, United Kingdom	$73.6M	+$63.8M	1	0.96%	New
271	Investment Management Corp of Ontario (IMCO) Toronto, Canada	$73.3M	$0	1	6.79%	Maintained
272	Fifth Third Bancorp Cincinnati, Ohio	$72.3M	+$3.11M	4	0.3%	Increased
273	FFL Future Fund LLC Chicago, Illinois	$71.8M	-$12M	1	83.16%	Reduced
274	Elo Mutual Pension Insurance Espoo, Finland	$71.6M	+$2.96M	1	2.07%	Increased
275	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$71.5M	+$12M	2	2.18%	Increased