← 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	CGM Capital Growth Management Boston, Massachusetts	$19.6M	-$6.13M	1	0.51%	Reduced
102	Franklin Resources San Mateo, California	$19.6M	-$2.17M	2	0.01%	Reduced
103	DS Dudley & Shanley Palm Beach, Florida	$18.8M	-$1.05M	1	3.64%	Reduced
104	Loomis, Sayles & Company Boston, Massachusetts	$18.5M	-$4.59M	1	0.06%	Reduced
105	BlackRock Investment Management Wilmington, Delaware	$18.1M	-$350K	3	0.03%	Reduced
106	Citigroup New York	$17.6M	+$280K	5	0.02%	Increased
107	ACI AMP Capital Investors Sydney, Australia	$17.5M	+$4.4M	1	0.12%	Increased
108	BlackRock New York	$17.5M	+$12.3M	4	0.03%	Increased
109	AllianceBernstein Nashville, Tennessee	$17.4M	-$21.5M	4	0.02%	Reduced
110	NIMC NWQ Investment Management Company Los Angeles, California	$17.1M	-$3.63M	1	0.15%	Reduced
111	RhumbLine Advisers Boston, Massachusetts	$16.9M	-$1.41M	3	0.05%	Reduced
112	Swiss National Bank Zurich, Switzerland	$16.8M	-$134K	3	0.07%	Reduced
113	KMC Kirr Marbach & Co Columbus, Indiana	$16M	-$256K	1	2.91%	Reduced
114	BlackRock Japan Tokyo, Japan	$15.5M	+$845K	2	0.07%	Increased
115	Russell Frank Company Seattle, Washington	$15.4M	-$9.9M	3	0.03%	Reduced
116	Kennedy Capital Management St Louis, Missouri	$15M	-$2.41M	1	0.28%	Reduced
117	Gotham Asset Management New York	$14.9M	+$1.86M	1	0.36%	Increased
118	CC Curian Capital Denver, Colorado	$14.9M	+$8.85M	1	0.26%	Increased
119	AQR Capital Management Greenwich, Connecticut	$14.7M	-$3.21M	2	0.04%	Reduced
120	Barclays London, United Kingdom	$14.7M	-$6.18M	6	0.02%	Reduced
121	VanEck Associates New York	$14.6M	+$1.5M	4	0.07%	Increased
122	EA Ecofin Advisors London, United Kingdom	$14.4M	+$12.4M	2	3.62%	Increased
123	SCM Shah Capital Management Raleigh, North Carolina	$13.8M	-$3.1M	1	10.38%	Reduced
124	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$13.5M	-$34.5K	1	1.91%	Reduced
125	NPIC Neumeier Poma Investment Counsel Carmel, California	$13.5M	-$168K	1	3.07%	Reduced