← 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	CPIM Columbia Partners Investment Management Alexandria, Virginia	$25.9M	+$20.5M	2	1.32%	Increased
102	Mirae Asset Global Investments Seoul, South Korea	$25.8M	-$43.1M	1	0.93%	Reduced
103	KCM Kingdon Capital Management New York	$25.6M	+$26.6M	1	1.15%	New
104	Two Sigma Advisers New York	$25.4M	+$22.8M	3	0.19%	Increased
105	SG Swarthmore Group Philadelphia, Pennsylvania	$25.2M	+$25.7M	1	2.34%	New
106	Ruffer LLP London, United Kingdom	$24.1M	-$1.01M	1	0.86%	Reduced
107	APG Asset Management Amsterdam, Netherlands	$23.9M	+$5.72M	1	0.05%	Increased
108	HJMC Hellman Jordan Management Company Quincy, Massachusetts	$23.8M	+$8.14M	2	4.52%	Increased
109	Parametric Portfolio Associates Seattle, Washington	$23.5M	+$3.76M	3	0.05%	Increased
110	BlackRock Japan Tokyo, Japan	$23.4M	+$1.71M	2	0.1%	Increased
111	AllianceBernstein Nashville, Tennessee	$23M	+$48.2K	3	0.02%	Increased
112	Russell Frank Company Seattle, Washington	$23M	-$7.12M	3	0.04%	Reduced
113	RhumbLine Advisers Boston, Massachusetts	$22.9M	+$148K	3	0.07%	Increased
114	State of Wisconsin Investment Board Madison, Wisconsin	$22.8M	+$1.4M	2	0.08%	Increased
115	QIM Quantitative Investment Management Charlottesville, Virginia	$21.5M	+$18.7M	2	4.15%	Increased
116	Prudential Financial Newark, New Jersey	$20.4M	-$15.6M	2	0.04%	Reduced
117	Swiss National Bank Zurich, Switzerland	$20.3M	+$580K	3	0.08%	Increased
118	Axiom Investors Greenwich, Connecticut	$20.1M	-$10.8M	1	0.5%	Reduced
119	BlackRock Investment Management Wilmington, Delaware	$20M	-$65.1K	3	0.03%	Reduced
120	Paradigm Capital Management Inc Albany, New York	$19.5M	+$283K	1	1.62%	Increased
121	Point72 Asset Management Stamford, Connecticut	$19.2M	+$4.38M	2	0.14%	Increased
122	Barclays London, United Kingdom	$18.8M	-$38.6M	5	0.02%	Reduced
123	FMA Fiduciary Management Associates Chicago, Illinois	$18.8M	-$233K	1	1.33%	Reduced
124	BlackRock New York	$18.7M	-$11.6M	4	0.03%	Reduced
125	Hood River Capital Management Palm Beach Gardens, Florida	$18.4M	+$4.61M	2	2.55%	Increased