← 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	$23.9M	+$1.65M	1	0.09%	Increased
102	NC Nightview Capital Austin, Texas	$23.3M	-$7.03M	1	12.19%	Reduced
103	Segall Bryant & Hamill Chicago, Illinois	$23.1M	-$585K	2	0.36%	Reduced
104	Sculptor Capital New York	$21.5M	-$1.6M	1	0.23%	Reduced
105	HSBC Holdings London, United Kingdom	$21.2M	+$1.49M	2	0.04%	Increased
106	Sterling Capital Management Charlotte, North Carolina	$20.7M	$0	1	0.2%	Maintained
107	Ceredex Value Advisors Orlando, Florida	$20.5M	+$1.98M	1	0.24%	Increased
108	SCM Steadfast Capital Management New York	$20.1M	-$38.7M	1	0.27%	Reduced
109	AC Albar Capital London, United Kingdom	$20M	+$19.5M	1	9.18%	New
110	Credit Agricole Montrouge Cedex, France	$18.9M	+$356K	2	0.91%	Increased
111	Quadrature Capital London, United Kingdom	$18.8M	-$4.06M	1	0.91%	Reduced
112	Raymond James & Associates St Petersburg, Florida	$18.5M	+$487K	2	0.03%	Increased
113	Treasurer of the State of North Carolina Raleigh, North Carolina	$18.4M	-$5.66M	1	0.17%	Reduced
114	Baird Financial Group Milwaukee, Wisconsin	$18.3M	+$981K	2	0.07%	Increased
115	Wedge Capital Management Charlotte, North Carolina	$17M	-$360K	1	0.2%	Reduced
116	Summit Partners Public Asset Management Boston, Massachusetts	$16.9M	-$1.17M	1	1.66%	Reduced
117	Frontier Capital Management Boston, Massachusetts	$16.8M	+$377K	1	0.13%	Increased
118	Aperio Group Sausalito, California	$16.7M	+$1.52M	3	0.07%	Increased
119	Neuberger Berman Group New York	$16.6M	-$2.24M	1	0.02%	Reduced
120	CIBC World Markets New York	$16.4M	+$1.5M	2	0.15%	Increased
121	Asset Management One Tokyo, Japan	$16M	-$2.5M	1	0.08%	Reduced
122	STRS Ohio Columbus, Ohio	$15.9M	-$709K	3	0.07%	Reduced
123	Fort Washington Investment Advisors Cincinnati, Ohio	$15.8M	-$13M	2	0.17%	Reduced
124	Creative Planning Overland Park, Kansas	$15.4M	-$1.22M	1	0.05%	Reduced
125	WAM WT Asset Management Hong Kong	$15.4M	+$15M	1	5.92%	New