← 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	KI Kalmar Investments Greenville, Delaware	$66.4M	-$1.15M	1	1.26%	Reduced
52	DL Delta Lloyd Amsterdam, Netherlands	$65.8M	+$8.18M	2	0.6%	Increased
53	UBS AM Chicago, Illinois	$64.5M	+$572K	3	0.06%	Increased
54	Franklin Resources San Mateo, California	$61.1M	+$36.3M	2	0.03%	Increased
55	OppenheimerFunds New York	$60.7M	-$37.1M	1	0.07%	Reduced
56	First Trust Advisors Wheaton, Illinois	$58.4M	+$3.11M	5	0.23%	Increased
57	Royal Bank of Canada Toronto, Ontario, Canada	$58.2M	+$6.32M	5	0.04%	Increased
58	SG Americas Securities New York	$57.8M	+$5.44M	3	0.34%	Increased
59	Wells Fargo San Francisco, California	$56.5M	+$4.11M	5	0.02%	Increased
60	GA Geneva Advisors Chicago, Illinois	$56.2M	+$12.6M	2	1.06%	Increased
61	VVP Vulcan Value Partners Birmingham, Alabama	$53.9M	+$12.2M	1	0.77%	Increased
62	Wedge Capital Management Charlotte, North Carolina	$53.5M	+$14.4M	2	0.57%	Increased
63	Bank of America Charlotte, North Carolina	$51.7M	+$5.03M	6	0.02%	Increased
64	RIM Ranger Investment Management Dallas, Texas	$51.4M	-$8.9M	1	2.72%	Reduced
65	UBS Zurich, Switzerland	$50.3M	+$9.48M	6	0.04%	Increased
66	New York State Common Retirement Fund Albany, New York	$50.3M	-$15.2M	3	0.08%	Reduced
67	BNP Paribas Financial Markets Paris, France	$49.9M	+$31.2M	4	0.04%	Increased
68	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$48.7M	-$349K	1	0.1%	Reduced
69	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$47.9M	+$412K	3	0.12%	Increased
70	Munder Capital Management Birmingham, Michigan	$47.4M	+$1.47M	2	0.35%	Increased
71	DnB Asset Management Oslo, Norway	$47.2M	+$32.1M	2	1.04%	Increased
72	Putnam Investments Boston, Massachusetts	$46.6M	-$32.8M	3	0.1%	Reduced
73	CAIMH Central Asset Investments & Management Holdings Hong Kong	$45.2M	+$33.3M	2	27.27%	Increased
74	Fred Alger Management New York	$44.9M	+$25.2M	1	0.22%	Increased
75	Principal Financial Group Des Moines, Iowa	$42.6M	-$1.3M	2	0.07%	Reduced