← 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	T TOBAM Paris, France	$32.9M	+$33.5M	1	1.68%	New
77	Citadel Advisors Miami, Florida	$32.2M	-$19.9M	6	0.04%	Reduced
78	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$32.1M	-$1.14M	1	0.07%	Reduced
79	BL Bolton LP Greenwich, Connecticut	$30.2M	+$30.7M	1	5.6%	New
80	SG Americas Securities New York	$30.1M	-$2.37M	2	0.13%	Reduced
81	Bank of Montreal Toronto, Ontario, Canada	$30M	+$1.76M	4	0.04%	Increased
82	KCM Kingdon Capital Management New York	$29.8M	-$3.42M	1	1.37%	Reduced
83	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$29.2M	+$196K	3	0.08%	Increased
84	Eagle Asset Management St Petersburg, Florida	$27.3M	-$520K	1	0.15%	Reduced
85	Charles Schwab San Francisco, California	$27M	+$457K	3	0.05%	Increased
86	CCM Cupps Capital Management Chicago, Illinois	$26.7M	-$3.75M	1	1.82%	Reduced
87	PFU Parus Finance (UK) London, United Kingdom	$26.3M	+$11.4M	1	5.49%	Increased
88	CCI Columbus Circle Investors	$26.2M	+$10.8M	2	0.18%	Increased
89	Commerzbank Aktiengesellschaft Frankfurt, Germany	$25.6M	+$9M	2	0.13%	Increased
90	State Board of Administration of Florida Retirement System Tallahassee, Florida	$25.1M	-$1.94M	2	0.08%	Reduced
91	Apex Capital Management Dayton, Ohio	$24.7M	+$1.2M	1	0.92%	Increased
92	Rothschild & Co Asset Management US Stamford, Connecticut	$24.5M	-$4.17M	1	0.55%	Reduced
93	OCG Opus Capital Group Cincinnati, Ohio	$22.9M	-$92.1K	1	1.27%	Reduced
94	PNC Financial Services Group Pittsburgh, Pennsylvania	$21.6M	+$2.15M	2	0.03%	Increased
95	Prudential Financial Newark, New Jersey	$21.6M	+$4.1M	2	0.04%	Increased
96	Paradigm Capital Management Inc Albany, New York	$21.2M	-$114K	1	1.27%	Reduced
97	Glenmede Trust Philadelphia, Pennsylvania	$20.5M	+$3.35M	2	0.21%	Increased
98	MWR McAdams Wright Ragen Seattle, Washington	$20.4M	-$956K	1	1.35%	Reduced
99	BlackRock Advisors Wilmington, Delaware	$19.9M	+$2.39M	3	0.02%	Increased
100	FMA Fiduciary Management Associates Chicago, Illinois	$19.9M	+$4.27M	1	1.35%	Increased