← 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	Fred Alger Management New York	$70.7M	+$31.2M	1	0.34%	Increased
52	Wells Fargo San Francisco, California	$69.9M	+$15.7M	5	0.03%	Increased
53	KI Kalmar Investments Greenville, Delaware	$67.6M	-$2.13M	1	1.26%	Reduced
54	Wellington Management Group Boston, Massachusetts	$63.2M	+$37.1M	2	0.02%	Increased
55	TCM Tiger Consumer Management New York	$60.4M	-$6.29M	1	4.35%	Reduced
56	UBS AM Chicago, Illinois	$60.2M	-$310K	3	0.06%	Reduced
57	New York State Common Retirement Fund Albany, New York	$57.4M	+$7.47M	3	0.09%	Increased
58	OppenheimerFunds New York	$55.6M	$0	1	0.06%	Maintained
59	Wedge Capital Management Charlotte, North Carolina	$55.3M	-$981K	2	0.56%	Reduced
60	DnB Asset Management Oslo, Norway	$55.2M	+$22.6M	2	1.25%	Increased
61	Victory Capital Management San Antonio, Texas	$49.7M	+$47.8M	2	0.18%	New
62	Bank of America Charlotte, North Carolina	$49.7M	+$2.38M	6	0.02%	Increased
63	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$45.1M	+$439K	3	0.11%	Increased
64	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$43.7M	-$943K	1	0.08%	Reduced
65	Cambiar Investors Denver, Colorado	$43.3M	-$315K	1	0.66%	Reduced
66	Citigroup New York	$42.5M	+$34.1M	6	0.04%	Increased
67	NIMC NWQ Investment Management Company Los Angeles, California	$42.4M	+$7.86M	1	0.51%	Increased
68	BNP Paribas Financial Markets Paris, France	$41.3M	-$4.67M	2	0.15%	Reduced
69	GA Geneva Advisors Chicago, Illinois	$41M	-$10.9M	2	0.76%	Reduced
70	LCP Lombardia Capital Partners Pasadena, California	$40M	+$797K	1	1.15%	Increased
71	Boston Partners Boston, Massachusetts	$39.7M	-$1.87M	1	0.06%	Reduced
72	Pictet Asset Management (UK) London, United Kingdom	$39.5M	-$14M	3	0.18%	Reduced
73	QAM Quentec Asset Management New York	$37.1M	+$17.2M	2	6.75%	Increased
74	Commerzbank Aktiengesellschaft Frankfurt, Germany	$37M	+$6.48M	3	0.24%	Increased
75	BlackRock Advisors Wilmington, Delaware	$36.3M	+$2.09M	4	0.04%	Increased