← 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
301
GS
Gagnon Securities
New York
$30.5M -$3.05M 1 4.33% Reduced
302
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$30.2M -$4.39M 1 0.01% Reduced
303
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$30.2M +$3.13M 1 0.49% Increased
304
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$29.8M -$1.56M 1 0.07% Reduced
305
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$29.6M +$3.6M 3 0.13% Increased
306
RMCM
Reynders McVeigh Capital Management
Massachusetts
$29.4M -$852K 1 1.8% Reduced
307
Lido Advisors
Lido Advisors
California
$29.1M -$615K 1 0.41% Reduced
308
Erste Asset Management
Erste Asset Management
Austria
$29M +$2.59M 3 0.58% Increased
309
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$28.8M -$1.64M 2 0.68% Reduced
310
SG Americas Securities
SG Americas Securities
New York
$28.5M -$90.2M 5 0.13% Reduced
311
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$28.1M -$320K 1 0.4% Reduced
312
WCM Investment Management
WCM Investment Management
California
$28M +$1.64M 1 0.07% Increased
313
Pathstone Family Office
Pathstone Family Office
New Jersey
$28M +$2.3M 4 0.84% Increased
314
SAM
Soviero Asset Management
New York
$27.8M +$409K 1 2.45% Increased
315
AssetMark Inc
AssetMark Inc
California
$27.8M -$2.34M 1 0.13% Reduced
316
SAM
Shell Asset Management
Netherlands
$26.9M -$9.16M 3 0.52% Reduced
317
TC
Tsai Capital
New York
$26.3M +$246K 1 24.14% Increased
318
Kestra Advisory Services
Kestra Advisory Services
Texas
$25.9M +$1.66M 1 0.29% Increased
319
Leonteq Securities AG
Leonteq Securities AG
Switzerland
$25.7M -$1.54M 6 1.53% Reduced
320
BOTW
Bank of the West
California
$25.5M +$24.1M 1 2.6% Increased
321
Natixis Advisors
Natixis Advisors
Massachusetts
$25.4M -$5.48M 1 0.12% Reduced
322
Harvest Fund Management
Harvest Fund Management
China
$25.3M -$157K 3 2.7% Reduced
323
Cetera Advisor Networks
Cetera Advisor Networks
California
$24.7M +$8.53M 3 0.35% Increased
324
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$24.7M +$321K 5 0.25% Increased
325
JIP
Jaffetilchin Investment Partners
Florida
$24.5M +$8.91M 1 1.69% Increased