← 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
351
Adams Diversified Equity Fund
Adams Diversified Equity Fund
Maryland
$34.4M $0 1 1.43% Maintained
352
TA
Trivest Advisors
Hong Kong
$34.3M +$19.2M 1 1.18% Increased
353
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$33.6M +$890K 7 0.21% Increased
354
Regions Financial Corp
Regions Financial Corp
Alabama
$33.3M +$2.06M 2 0.29% Increased
355
Perigon Wealth Management
Perigon Wealth Management
California
$32.7M +$15.2M 2 1.28% Increased
356
BRWA
B. Riley Wealth Advisors
Florida
$32.4M -$1.67M 4 0.73% Reduced
357
Whittier Trust
Whittier Trust
California
$32.1M -$360K 3 0.56% Reduced
358
Avantax Advisory Services
Avantax Advisory Services
Texas
$31.6M +$465K 2 0.36% Increased
359
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
$31.5M -$10M 15 1.05% Reduced
360
Metis Global Partners
Metis Global Partners
California
$31.2M +$1.31M 1 1.68% Increased
361
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$31.2M -$559K 8 1.52% Reduced
362
GCM
Goldstream Capital Management
Hong Kong
$31.1M -$9.29M 1 22.3% Reduced
363
SLM
Snow Lake Management
California
$31.1M -$4.52M 1 25% Reduced
364
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$30.7M -$305K 2 0.3% Reduced
365
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$30.2M -$114M 6 0.26% Reduced
366
Oppenheimer & Co
Oppenheimer & Co
New York
$29.7M +$1.96M 4 0.59% Increased
367
Independent Advisor Alliance
Independent Advisor Alliance
North Carolina
$29.2M +$4.22M 2 1.29% Increased
368
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$29.1M -$25.7M 1 0.79% Reduced
369
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$29M +$14.6M 1 0.17% Increased
370
Mission Wealth Management
Mission Wealth Management
California
$28.9M +$785K 2 1.09% Increased
371
Illinois Municipal Retirement Fund
Illinois Municipal Retirement Fund
Illinois
$28.4M +$406K 1 0.57% Increased
372
CRM
Cramer Rosenthal McGlynn
Connecticut
$28.2M +$554K 1 1.41% Increased
373
LSCM
Light Street Capital Management
California
$28.1M -$5.76M 1 7.46% Reduced
374
Aristotle Atlantic Partners
Aristotle Atlantic Partners
Florida
$28.1M +$3.49M 1 1.06% Increased
375
VVP
Vulcan Value Partners
Alabama
$27.8M -$19.7M 1 0.35% Reduced