← 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
76	SM Stratton Management King Of Prussia, Pennsylvania	$31.6M	+$122K	1	1.64%	Increased
77	ICM IronBridge Capital Management Oakbrook Terrace, Illinois	$31.6M	-$6.51M	1	0.67%	Reduced
78	Marsico Capital Management Denver, Colorado	$30.2M	-$18.1M	1	0.22%	Reduced
79	MWR McAdams Wright Ragen Seattle, Washington	$27.5M	-$2.83M	1	2.17%	Reduced
80	Charles Schwab San Francisco, California	$27.5M	-$644K	3	0.06%	Reduced
81	Spot Trading Chicago, Illinois	$27.2M	+$6.09M	4	0.17%	Increased
82	Guggenheim Capital Chicago, Illinois	$26.6M	+$8.81M	4	0.1%	Increased
83	Munder Capital Management Birmingham, Michigan	$26.3M	+$2.01M	1	0.21%	Increased
84	Bank of Montreal Toronto, Ontario, Canada	$25M	+$2.5M	3	0.04%	Increased
85	Rothschild & Co Asset Management US Stamford, Connecticut	$25M	-$1.01M	1	0.55%	Reduced
86	UBS Zurich, Switzerland	$24.9M	+$231K	6	0.03%	Increased
87	Barclays London, United Kingdom	$24.3M	-$226K	6	0.03%	Reduced
88	Eagle Asset Management St Petersburg, Florida	$24.1M	-$38.8K	1	0.12%	Reduced
89	Russell Frank Company Seattle, Washington	$23.4M	+$4.73M	3	0.04%	Increased
90	Franklin Resources San Mateo, California	$22.6M	-$532K	2	0.01%	Reduced
91	Citigroup New York	$21M	-$3.73M	5	0.02%	Reduced
92	RhumbLine Advisers Boston, Massachusetts	$21M	-$362K	3	0.07%	Reduced
93	Loomis, Sayles & Company Boston, Massachusetts	$20.6M	+$3.41M	2	0.07%	Increased
94	Swiss National Bank Zurich, Switzerland	$20.4M	+$4.24M	3	0.09%	Increased
95	Apex Capital Management Dayton, Ohio	$20.3M	+$1.07M	1	0.89%	Increased
96	BlackRock Advisors Wilmington, Delaware	$20.1M	-$363K	3	0.02%	Reduced
97	D.E. Shaw & Co New York	$20.1M	-$50.2M	2	0.03%	Reduced
98	OCG Opus Capital Group Cincinnati, Ohio	$19.9M	+$117K	1	1.13%	Increased
99	PFU Parus Finance (UK) London, United Kingdom	$19.5M	+$5.75M	1	6.11%	Increased
100	KCM Kingdon Capital Management New York	$19.2M	+$15.1M	1	0.94%	New