← 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	Cambiar Investors Denver, Colorado	$41.4M	+$45.1M	1	0.59%	New
77	Guggenheim Capital Chicago, Illinois	$40.3M	-$17.7M	4	0.1%	Reduced
78	Boston Partners Boston, Massachusetts	$39.6M	+$1.24M	1	0.06%	Increased
79	CCM Cupps Capital Management Chicago, Illinois	$39M	-$5.4M	2	3.61%	Reduced
80	State Board of Administration of Florida Retirement System Tallahassee, Florida	$38M	-$1.11M	2	0.12%	Reduced
81	LCP Lombardia Capital Partners Pasadena, California	$37.2M	+$406K	1	1.1%	Increased
82	BlackRock Advisors Wilmington, Delaware	$36.6M	-$8.52M	4	0.04%	Reduced
83	Commerzbank Aktiengesellschaft Frankfurt, Germany	$34.4M	-$3.93M	3	0.14%	Reduced
84	Charles Schwab San Francisco, California	$33.3M	+$4.42M	3	0.05%	Increased
85	Robeco Institutional Asset Management Rotterdam, Netherlands	$32.7M	-$281K	2	0.23%	Reduced
86	Wellington Management Group Boston, Massachusetts	$32.7M	-$63.2K	3	0.01%	Reduced
87	NIMC NWQ Investment Management Company Los Angeles, California	$32.5M	+$16.4M	1	0.36%	Increased
88	SM Stratton Management King Of Prussia, Pennsylvania	$31.7M	-$145K	1	1.43%	Reduced
89	QAM Quentec Asset Management New York	$31.5M	+$17.4M	2	8.33%	Increased
90	MWR McAdams Wright Ragen Seattle, Washington	$31.3M	+$807K	1	1.75%	Increased
91	PFU Parus Finance (UK) London, United Kingdom	$31.3M	+$4.87M	1	6.16%	Increased
92	TAM Third Avenue Management New York	$29.3M	$0	1	0.61%	Maintained
93	TPCM Tide Point Capital Management Old Greenwich, Connecticut	$29M	+$21.3M	2	6.34%	Increased
94	UBS O'Connor Chicago, Illinois	$27.7M	+$10.5M	3	0.48%	Increased
95	CCM Cornerstone Capital Management Edina, Minnesota	$27.6M	-$8.21M	1	0.9%	Reduced
96	Millennium Management New York	$27.5M	+$19.8M	5	0.07%	Increased
97	PNC Financial Services Group Pittsburgh, Pennsylvania	$27M	+$804K	4	0.03%	Increased
98	HBK Investments Dallas, Texas	$26.4M	+$19.3M	2	0.41%	Increased
99	Glenmede Trust Philadelphia, Pennsylvania	$26.4M	+$3.53M	3	0.23%	Increased
100	MTB Mizuho Trust & Banking Tokyo, Japan	$26.1M	-$1.27M	1	0.1%	Reduced