← 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
51	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$52.8M	-$4.67M	1	0.13%	Reduced
52	Royal Bank of Canada Toronto, Ontario, Canada	$52M	+$7.44M	5	0.04%	Increased
53	TCM Tiger Consumer Management New York	$51.9M	+$52.9M	1	2.11%	New
54	Wedge Capital Management Charlotte, North Carolina	$51.7M	-$8.27M	2	0.55%	Reduced
55	1832 Asset Management Toronto, Ontario, Canada	$51.1M	+$52.3M	1	0.2%	New
56	Principal Financial Group Des Moines, Iowa	$51M	-$515K	2	0.1%	Reduced
57	Munder Capital Management Birmingham, Michigan	$51M	+$19.7M	1	0.37%	Increased
58	Wells Fargo San Francisco, California	$49.7M	+$3.86M	6	0.02%	Increased
59	New York State Common Retirement Fund Albany, New York	$48.6M	-$739K	2	0.08%	Reduced
60	BlackRock Group London, United Kingdom	$47.7M	-$8.96M	3	0.03%	Reduced
61	Boston Partners Boston, Massachusetts	$45.8M	-$781K	1	0.09%	Reduced
62	BM Bridger Management New York	$45.1M	$0	1	3.16%	Maintained
63	AAP Ardsley Advisory Partners Stamford, Connecticut	$44.4M	-$17.7M	3	5.9%	Reduced
64	ClearBridge Investments New York	$43.4M	+$2.51M	1	0.05%	Increased
65	UBS AM Chicago, Illinois	$43.3M	+$2.89M	3	0.05%	Increased
66	First Trust Advisors Wheaton, Illinois	$43.2M	+$4.29M	5	0.21%	Increased
67	TAM Third Avenue Management New York	$42.2M	-$29M	1	0.77%	Reduced
68	Schroder Investment Management Group London, United Kingdom	$40.2M	-$7.39M	2	0.05%	Reduced
69	Capital Fund Management (CFM) Paris, France	$40.2M	+$23.9M	3	0.5%	Increased
70	LCP Lombardia Capital Partners Pasadena, California	$38.9M	-$2.86M	1	1.11%	Reduced
71	Guggenheim Capital Chicago, Illinois	$37.7M	+$3.21M	4	0.11%	Increased
72	UBS Zurich, Switzerland	$37M	+$15.1M	6	0.03%	Increased
73	SM Stratton Management King Of Prussia, Pennsylvania	$36.6M	$0	1	1.74%	Maintained
74	Renaissance Technologies New York	$36.1M	-$32.6M	3	0.09%	Reduced
75	ICM IronBridge Capital Management Oakbrook Terrace, Illinois	$33M	-$3.35M	1	0.7%	Reduced