← 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	ECP Electron Capital Partners New York	$22.7M	+$20.6M	1	3.08%	New
102	Treasurer of the State of North Carolina Raleigh, North Carolina	$22.5M	+$1.43M	1	0.14%	Increased
103	Nordea Investment Management Stockholm, Sweden	$21.8M	-$447K	2	0.05%	Reduced
104	AQR Arbitrage Greenwich, Connecticut	$21.5M	+$18.9M	2	0.24%	Increased
105	Sculptor Capital New York	$21.5M	+$22.4M	1	0.11%	New
106	Sterling Capital Management Charlotte, North Carolina	$21.5M	$0	1	0.21%	Maintained
107	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$21.4M	-$893K	1	0.04%	Reduced
108	Quadrature Capital London, United Kingdom	$21.4M	+$20.8M	2	1.41%	Increased
109	Canada Life Winnipeg, Manitoba, Canada	$21M	+$1.13M	3	0.05%	Increased
110	Nomura Holdings Tokyo, Japan	$20.7M	-$2.87M	1	0.09%	Reduced
111	AAM ACK Asset Management Greenwich, Connecticut	$20.5M	+$7.52M	1	5.95%	Increased
112	Eaton Vance Management Boston, Massachusetts	$20.4M	+$1.65M	2	0.04%	Increased
113	Ceredex Value Advisors Orlando, Florida	$19.1M	-$318K	1	0.23%	Reduced
114	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$18.9M	-$1.23M	2	0.1%	Reduced
115	HSBC Holdings London, United Kingdom	$18.3M	+$10.5M	2	0.03%	Increased
116	Axa Paris, France	$18.1M	-$2.48M	1	0.07%	Reduced
117	Wedge Capital Management Charlotte, North Carolina	$18.1M	-$351K	1	0.21%	Reduced
118	Stifel Financial St. Louis, Missouri	$17.7M	+$4.84M	3	0.05%	Increased
119	Neuberger Berman Group New York	$17.6M	+$111K	1	0.02%	Increased
120	GAM GVO Asset Management Zug, Switzerland	$17.4M	+$13.5M	1	14.16%	Increased
121	Asset Management One Tokyo, Japan	$17.2M	+$1.05M	1	0.08%	Increased
122	Credit Agricole Montrouge Cedex, France	$17.2M	+$16.2M	1	0.91%	Increased
123	Frontier Capital Management Boston, Massachusetts	$17.1M	-$927K	1	0.13%	Reduced
124	Raymond James & Associates St Petersburg, Florida	$16.9M	-$2.11M	2	0.02%	Reduced
125	Summit Partners Public Asset Management Boston, Massachusetts	$16.8M	+$4.09M	1	1.67%	Increased