← 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	SD Sumway Development Shanghai, China	$76.5M	+$71.5M	1	38.21%	New
52	Commerzbank Aktiengesellschaft Frankfurt, Germany	$72M	-$814K	4	0.55%	Reduced
53	Bank of Montreal Toronto, Ontario, Canada	$64.3M	+$50.4M	5	0.08%	Increased
54	UBS AM Chicago, Illinois	$62.4M	-$2.98M	3	0.07%	Reduced
55	OppenheimerFunds New York	$61.3M	+$1.39M	2	0.08%	Increased
56	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$61M	+$1.06M	1	0.11%	Increased
57	Susquehanna International Group Bala Cynwyd, Pennsylvania	$60.1M	-$99.4M	5	0.03%	Reduced
58	NIMC NWQ Investment Management Company Los Angeles, California	$59.2M	+$20.6M	1	0.92%	Increased
59	Pictet Asset Management (UK) London, United Kingdom	$56.8M	+$1.48M	2	0.24%	Increased
60	Millennium Management New York	$56M	-$16.6M	4	0.12%	Reduced
61	Royce & Associates New York	$55.2M	-$681K	2	0.33%	Reduced
62	Teachers Advisors New York	$51.6M	-$17.1M	3	0.1%	Reduced
63	1832 Asset Management Toronto, Ontario, Canada	$51.2M	+$2.47M	1	0.22%	Increased
64	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$48.2M	+$745K	3	0.12%	Increased
65	Swiss National Bank Zurich, Switzerland	$46M	+$1.85M	3	0.11%	Increased
66	QAM Quentec Asset Management New York	$45M	-$17.4M	2	7.91%	Reduced
67	Eventide Asset Management Boston, Massachusetts	$43.8M	+$13.8M	2	2.19%	Increased
68	Charles Schwab San Francisco, California	$43.3M	+$3.54M	3	0.06%	Increased
69	UBS Group Zurich, Switzerland	$42.8M	+$16.5M	5	0.03%	Increased
70	Victory Capital Management San Antonio, Texas	$42.8M	+$11.2M	2	0.18%	Increased
71	Boston Partners Boston, Massachusetts	$42.6M	+$2.44M	1	0.06%	Increased
72	BNP Paribas Financial Markets Paris, France	$42.5M	-$2.35M	5	0.21%	Reduced
73	Putnam Investments Boston, Massachusetts	$41.1M	-$10.5M	3	0.09%	Reduced
74	SG Americas Securities New York	$40.7M	-$59.9M	4	0.29%	Reduced
75	Wedge Capital Management Charlotte, North Carolina	$40.7M	-$7.77M	2	0.43%	Reduced