← 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	Fidelity International Hamilton, Bermuda	$96.7M	+$14.4M	1	0.15%	Increased
52	EARNEST Partners Atlanta, Georgia	$94.4M	+$1.44M	2	0.85%	Increased
53	JP Morgan Chase New York	$92.9M	-$50.2M	4	0.02%	Reduced
54	Citadel Advisors Miami, Florida	$90.2M	-$175M	5	0.04%	Reduced
55	SEP Soma Equity Partners San Francisco, California	$77.1M	+$10.6M	1	5.45%	Increased
56	California Public Employees Retirement System Sacramento, California	$74.6M	+$20.2M	5	0.07%	Increased
57	LPC Lion Point Capital New York	$73.6M	+$877K	1	8.21%	Increased
58	OPFM Optimus Prime Fund Management Grand Cayman, Cayman Islands	$67.2M	-$9.39M	1	26.14%	Reduced
59	Bank of Montreal Toronto, Ontario, Canada	$66.2M	-$45.3M	6	0.06%	Reduced
60	Pictet Asset Management (UK) London, United Kingdom	$65.7M	+$1.99M	2	0.14%	Increased
61	EWA Evolution Wealth Advisors Aventura, Florida	$65.1M	+$63.4M	1	31.01%	New
62	Mirae Asset Global Investments Seoul, South Korea	$63M	-$2.1M	2	0.44%	Reduced
63	Point72 Asset Management Stamford, Connecticut	$62M	+$59.2M	1	0.38%	Increased
64	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$62M	+$723K	3	0.12%	Increased
65	HAM HHR Asset Management Berkeley Heights, New Jersey	$51.6M	-$13.1M	1	5.21%	Reduced
66	NSCM New South Capital Management Memphis, Tennessee	$51.4M	+$49M	1	1.54%	New
67	State Board of Administration of Florida Retirement System Tallahassee, Florida	$46.5M	+$822K	2	0.12%	Increased
68	RhumbLine Advisers Boston, Massachusetts	$45.9M	+$196K	3	0.08%	Increased
69	Susquehanna International Group Bala Cynwyd, Pennsylvania	$45.4M	-$27.3M	5	0.02%	Reduced
70	VVP Vulcan Value Partners Birmingham, Alabama	$42.4M	+$40.4M	1	0.36%	New
71	HA HHLR Advisors Grand Cayman, Cayman Islands	$41.3M	-$82M	1	0.57%	Reduced
72	Channing Capital Management Chicago, Illinois	$40.6M	+$363K	1	1.88%	Increased
73	Royce & Associates New York	$40.1M	+$10.5M	2	0.37%	Increased
74	Millennium Management New York	$38.5M	+$26.7M	4	0.06%	Increased
75	Parametric Portfolio Associates Seattle, Washington	$38M	+$2.66M	3	0.03%	Increased