← 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	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$29.1M	-$39.9M	2	0.12%	Reduced
352	Oppenheimer & Co New York	$28.9M	+$2.85M	4	0.46%	Increased
353	LBP AM Paris, France	$28.8M	+$264K	1	1.18%	Increased
354	New Mexico Educational Retirement Board Santa Fe, New Mexico	$28.4M	$0	2	0.99%	Maintained
355	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$28.4M	+$11.3M	1	0.46%	Increased
356	BWP Balboa Wealth Partners Scottsdale, Arizona	$28.1M	+$24.8M	1	7.42%	New
357	GXJ Global X Japan Chiyoda-Ku, Tokyo, Japan	$28.1M	+$13.2M	2	3.98%	Increased
358	DZ Bank Frankfurt Am Main, Germany	$28M	-$43.8M	4	0.03%	Reduced
359	Marex Group London,	$27.8M	+$2.74M	4	0.75%	Increased
360	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$27.7M	+$7.1M	1	0.64%	Increased
361	Johnson Investment Counsel Cincinnati, Ohio	$27.7M	+$34.4K	1	0.29%	Increased
362	O'Shaughnessy Asset Management Stamford, Connecticut	$27.7M	+$3.27M	2	0.29%	Increased
363	LFDLE La Financiere de L'Echiquier Paris, France	$27.4M	+$367K	1	1.19%	Increased
364	Equitable Holdings New York	$27.3M	+$2.28M	2	0.29%	Increased
365	Avantax Advisory Services Dallas, Texas	$27.2M	+$7.17M	3	0.19%	Increased
366	Dai-ichi Life Insurance Company Tokyo, Japan	$27.1M	-$1.53M	1	0.66%	Reduced
367	Slate Path Capital New York	$26.8M	+$23.6M	1	0.51%	New
368	SCM Suvretta Capital Management New York	$26.7M	+$23.6M	1	0.98%	New
369	Adams Diversified Equity Fund Baltimore, Maryland	$26.7M	$0	1	0.91%	Maintained
370	Moore Capital Management New York	$26.5M	+$23.4M	1	0.46%	New
371	Mission Wealth Management Santa Barbara, California	$26.4M	-$1.79M	2	0.7%	Reduced
372	Commerce Bank Kansas City, Missouri	$26.2M	+$1.07M	1	0.17%	Increased
373	MFAM Motley Fool Asset Management Alexandria, Virginia	$26M	+$5.31M	1	1.72%	Increased
374	TC Tsai Capital New York	$26M	+$82.8K	1	25.59%	Increased
375	Kovitz Investment Group Partners Chicago, Illinois	$26M	+$14.9M	2	0.22%	Increased