← 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
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$56.2M +$35.4M 1 0.18% Increased
302
Private Advisor Group
Private Advisor Group
New Jersey
$56.2M +$291K 2 0.35% Increased
303
Lazard Asset Management
Lazard Asset Management
New York
$56M -$38.1M 4 0.08% Reduced
304
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$55.5M +$12M 6 0.27% Increased
305
TCW Group
TCW Group
California
$54.9M +$22.4M 1 0.48% Increased
306
SCH
Shengqi Capital (HK)
Hong Kong
$54.4M +$47.4M 1 40.62% New
307
CIBC World Market
CIBC World Market
Ontario, Canada
$54.1M -$172M 2 0.11% Reduced
308
Robeco Schweiz
Robeco Schweiz
Switzerland
$52.9M -$7.57M 1 0.99% Reduced
309
ECP
Electron Capital Partners
New York
$52.9M -$6.79M 3 2.54% Reduced
310
Rakuten Investment Management
Rakuten Investment Management
Japan
$52.5M +$11.7M 1 0.31% Increased
311
TAM
Titleist Asset Management
Texas
$52.4M -$419K 1 7.55% Reduced
312
Mizuho Markets Americas
Mizuho Markets Americas
New York
$52.3M +$45.2M 1 1.08% Increased
313
Capricorn Investment Group
Capricorn Investment Group
California
$51.3M $0 1 12.63% Maintained
314
Huntington National Bank
Huntington National Bank
Ohio
$50.8M -$23.3M 4 0.37% Reduced
315
SCM
Suvretta Capital Management
New York
$50.7M +$13.4M 1 1.62% Increased
316
Kentucky Retirement Systems
Kentucky Retirement Systems
Kentucky
$50.6M -$3.6M 1 1.49% Reduced
317
GCM
Gladstone Capital Management
United Kingdom
$50.5M +$44M 1 4.25% New
318
FFM
FengHe Fund Management
Singapore
$50.5M +$44M 1 14.92% New
319
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$50.5M +$44M 1 1.08% New
320
PAR Capital Management
PAR Capital Management
Massachusetts
$50.3M $0 1 1.43% Maintained
321
SteelPeak Wealth
SteelPeak Wealth
California
$49.5M +$6.12M 1 2.15% Increased
322
TAMH
Taikang Asset Management (HK)
Hong Kong
$49.3M +$759K 1 5.2% Increased
323
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab
Denmark
$48.6M +$9.62M 1 0.84% Increased
324
LGT Group Foundation
LGT Group Foundation
Liechtenstein
$48M -$9.78M 2 0.79% Reduced
325
Fisher Asset Management
Fisher Asset Management
Washington
$47.9M +$3.43M 2 0.02% Increased
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