← 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	CMG Cavalry Management Group San Francisco, California	$57.7M	+$44.9M	1	8.38%	New
77	NSCM New South Capital Management Memphis, Tennessee	$57.6M	-$744K	1	1.62%	Reduced
78	Squarepoint New York	$57M	+$9.81M	1	0.34%	Increased
79	Waddell & Reed Financial Overland Park, Kansas	$54.6M	+$23.1M	1	0.14%	Increased
80	Nordea Investment Management Stockholm, Sweden	$52.5M	+$10.9M	2	0.1%	Increased
81	Frontier Capital Management Boston, Massachusetts	$52.3M	+$30.7M	1	0.39%	Increased
82	ProShare Advisors Bethesda, Maryland	$50.7M	+$4.68M	2	0.23%	Increased
83	EWA Evolution Wealth Advisors Aventura, Florida	$49M	-$49.8M	1	12.26%	Reduced
84	HSBC Holdings London, United Kingdom	$48.8M	+$9.38M	3	0.08%	Increased
85	VVP Vulcan Value Partners Birmingham, Alabama	$48M	-$163K	1	0.37%	Reduced
86	Victory Capital Management San Antonio, Texas	$47.8M	+$2.08M	3	0.06%	Increased
87	Nomura Holdings Tokyo, Japan	$47.6M	+$6.77M	1	0.18%	Increased
88	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$45.9M	-$606K	2	0.09%	Reduced
89	LM Luminus Management Houston, Texas	$43.9M	+$31.6M	2	1.83%	Increased
90	State of New Jersey Common Pension Fund D Trenton, New Jersey	$43.1M	-$1.15M	2	0.16%	Reduced
91	TCM Tao Capital Management San Francisco, California	$42.7M	+$33.2M	1	21.03%	New
92	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$42.4M	-$1.02M	3	0.29%	Reduced
93	HCM Hitchwood Capital Management New York	$41.8M	+$32.5M	1	1%	New
94	NC Nightview Capital Austin, Texas	$40.5M	$0	1	16.35%	Maintained
95	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$40.4M	-$102K	2	0.21%	Reduced
96	Simplex Trading Chicago, Illinois	$39.8M	+$28.1M	4	0.09%	Increased
97	Royce & Associates New York	$39.2M	-$4.96M	2	0.35%	Reduced
98	Principal Financial Group Des Moines, Iowa	$38.8M	+$240K	2	0.03%	Increased
99	Greenwoods Asset Management Grand Cayman, Cayman Islands	$37M	+$28.7M	1	2%	New
100	UBS O'Connor Chicago, Illinois	$36.4M	-$5.04M	2	1.03%	Reduced