← 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
401	KRSITF Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$25.3M	+$2.64M	1	2.35%	Increased
402	PHM Prospect Hill Management Short Hills, New Jersey	$25.3M	+$3.91K	1	19.59%	Increased
403	KA Kintegral Advisory New York	$24.8M	$0	1	3.44%	Maintained
404	Belvedere Trading Chicago, Illinois	$24.8M	+$15.9M	2	0.83%	Increased
405	CCP Clough Capital Partners Boston, Massachusetts	$24.4M	+$25.6M	1	2.59%	New
406	UAM UAS Asset Management New York	$24.3M	+$15.9M	1	7.69%	Increased
407	Buckingham Strategic Wealth Clayton, Missouri	$24.3M	+$11.7M	1	0.5%	Increased
408	Walleye Trading New York	$24.1M	-$8.16M	2	0.07%	Reduced
409	Scotia Capital Toronto, Ontario, Canada	$24.1M	-$700K	3	0.19%	Reduced
410	Cetera Investment Advisers Schaumburg, Illinois	$24M	-$13.1M	2	0.48%	Reduced
411	LMR Partners London, United Kingdom	$23.9M	+$23.5M	1	0.44%	Increased
412	Aptus Capital Advisors Fairhope, Alabama	$23.7M	+$4.42M	1	0.57%	Increased
413	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$23.5M	+$12.8M	1	1.22%	Increased
414	LSCM Light Street Capital Management Palo Alto, California	$23.2M	+$9.71M	1	5.9%	Increased
415	Ameritas Investment Partners Lincoln, Nebraska	$23.1M	+$1.03M	8	1.03%	Increased
416	TCM Tao Capital Management San Francisco, California	$22.9M	$0	1	15%	Maintained
417	TCW Group Los Angeles, California	$22.8M	-$9.62M	1	0.33%	Reduced
418	Carmignac Gestion Paris, France	$22.1M	+$23M	1	0.47%	Increased
419	SCP SailingStone Capital Partners Houston, Texas	$22.1M	+$1.72M	1	5.75%	Increased
420	Voloridge Investment Management Jupiter, Florida	$22M	-$209M	5	0.12%	Reduced
421	O'Shaughnessy Asset Management Stamford, Connecticut	$21.9M	+$5.12M	1	0.41%	Increased
422	KL KIM LLC Wichita, Kansas	$21.8M	-$1.41M	3	1.02%	Reduced
423	Vestcor Inc Fredericton, New Brunswick, Canada	$21.7M	+$254K	2	0.82%	Increased
424	DGAM Desjardins Global Asset Management Montreal, Quebec, Canada	$21.7M	+$18M	1	2.75%	Increased
425	Federated Hermes Pittsburgh, Pennsylvania	$21.7M	+$2.24M	2	0.06%	Increased