← 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	Franklin Resources San Mateo, California	$68.5M	-$12.5M	2	0.04%	Reduced
52	DnB Asset Management Oslo, Norway	$66.1M	+$3.92M	3	1.21%	Increased
53	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$62.6M	+$1.58M	3	0.13%	Increased
54	NIMC NWQ Investment Management Company Los Angeles, California	$61.4M	-$20.9M	1	0.83%	Reduced
55	Charles Schwab San Francisco, California	$60.3M	+$4.3M	4	0.07%	Increased
56	Teachers Advisors New York	$57M	+$2.9M	3	0.09%	Increased
57	OppenheimerFunds New York	$53.9M	+$75.5K	2	0.07%	Increased
58	Credit Suisse Zurich, Switzerland	$53M	-$15.1M	3	0.05%	Reduced
59	Boston Partners Boston, Massachusetts	$51.4M	+$169K	1	0.07%	Increased
60	BNP Paribas Financial Markets Paris, France	$50.8M	+$975K	5	0.24%	Increased
61	Wedge Capital Management Charlotte, North Carolina	$50M	+$1.47M	2	0.48%	Increased
62	Commerzbank Aktiengesellschaft Frankfurt, Germany	$48.6M	+$4.52M	3	0.72%	Increased
63	Asset Management One Tokyo, Japan	$47M	+$38.3M	1	0.12%	Increased
64	VVP Vulcan Value Partners Birmingham, Alabama	$43.8M	-$26.8M	1	0.39%	Reduced
65	State Board of Administration of Florida Retirement System Tallahassee, Florida	$42.9M	+$3.2M	2	0.13%	Increased
66	Prudential Financial Newark, New Jersey	$41.4M	+$20.4M	3	0.07%	Increased
67	BlackRock Investment Management Wilmington, Delaware	$37.6M	+$4.29M	3	0.04%	Increased
68	TD Asset Management Toronto, Ontario, Canada	$35.4M	+$15.7M	1	0.06%	Increased
69	LSCM Light Street Capital Management Palo Alto, California	$35.3M	+$24.6M	1	4.82%	Increased
70	Sterling Capital Management Charlotte, North Carolina	$34.7M	-$232K	1	0.31%	Reduced
71	Victory Capital Management San Antonio, Texas	$34.5M	-$641K	1	0.09%	Reduced
72	BRC Blue Ridge Capital New York	$34.5M	$0	1	0.43%	Maintained
73	BlackRock Japan Tokyo, Japan	$34.2M	+$2.53M	1	0.11%	Increased
74	RhumbLine Advisers Boston, Massachusetts	$33.6M	+$2.35M	3	0.09%	Increased
75	SG Americas Securities New York	$33.4M	+$22.2M	4	0.28%	Increased