← 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
101	Nomura Holdings Tokyo, Japan	$19M	-$5.34M	2	0.11%	Reduced
102	AQR Capital Management Greenwich, Connecticut	$19M	+$5.66M	3	0.07%	Increased
103	BlackRock Japan Tokyo, Japan	$18.8M	+$14.4M	2	0.09%	New
104	Paradigm Capital Management Inc Albany, New York	$18.4M	+$440K	1	1.12%	Increased
105	BlackRock Investment Management Wilmington, Delaware	$18.2M	+$2.11M	3	0.03%	Increased
106	NIMC NWQ Investment Management Company Los Angeles, California	$18.1M	+$482K	1	0.17%	Increased
107	Capital Fund Management (CFM) Paris, France	$17.7M	+$12.6M	2	0.25%	Increased
108	DS Dudley & Shanley Palm Beach, Florida	$17.2M	-$2.81M	1	3.56%	Reduced
109	PNC Financial Services Group Pittsburgh, Pennsylvania	$17.1M	+$1.26M	2	0.02%	Increased
110	HCMT Highland Capital Management (Texas) Dallas, Texas	$16.9M	+$13M	1	1.09%	New
111	ACI AMP Capital Investors Sydney, Australia	$16.5M	+$7.96M	1	0.13%	Increased
112	HBK Investments Dallas, Texas	$16.2M	+$12.4M	1	0.24%	New
113	Commerzbank Aktiengesellschaft Frankfurt, Germany	$15.7M	-$8.59M	2	0.08%	Reduced
114	Prudential Financial Newark, New Jersey	$15.4M	-$37.6K	2	0.03%	Reduced
115	Glenmede Trust Philadelphia, Pennsylvania	$15.2M	+$2.04M	2	0.18%	Increased
116	Kennedy Capital Management St Louis, Missouri	$15.1M	+$1.49M	1	0.29%	Increased
117	LM Luminus Management Houston, Texas	$14.5M	+$8.07M	2	1.25%	Increased
118	VanEck Associates New York	$14.3M	-$3.23M	3	0.07%	Reduced
119	KMC Kirr Marbach & Co Columbus, Indiana	$14.1M	+$15.8K	1	2.75%	Increased
120	FMA Fiduciary Management Associates Chicago, Illinois	$13.3M	+$11.8M	1	0.96%	New
121	Credit Agricole Montrouge Cedex, France	$13.3M	+$10.2M	1	0.06%	New
122	GS Gagnon Securities New York	$13.3M	+$12M	1	4.14%	New
123	State of Michigan Retirement System Lansing, Michigan	$12.9M	-$8.16M	1	0.11%	Reduced
124	Massachusetts Financial Services Boston, Massachusetts	$12.4M	+$9.52M	1	0.01%	New
125	VOYA Investment Management Atlanta, Georgia	$11.9M	-$989K	2	0.03%	Reduced