← 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	SDH Sloy Dahl & Holst Vancouver, Washington	$36.8M	+$9.19M	1	28.11%	Increased
102	HCM Hitchwood Capital Management New York	$36.7M	-$18.7M	1	3.01%	Reduced
103	Asset Management One Tokyo, Japan	$36M	+$440K	1	0.21%	Increased
104	Carmignac Gestion Paris, France	$35.8M	+$42.5M	1	0.61%	New
105	Commerzbank Aktiengesellschaft Frankfurt, Germany	$35.8M	-$296M	2	1.6%	Reduced
106	Aperio Group Sausalito, California	$35.7M	+$1.96M	3	0.16%	Increased
107	LSCM Light Street Capital Management Palo Alto, California	$35.5M	+$42.2M	1	1.87%	New
108	Assenagon Asset Management Senningerberg, Luxembourg	$35.3M	+$33.6M	2	0.28%	Increased
109	Capital Research Global Investors Los Angeles, California	$34.3M	+$40.7M	1	0.01%	New
110	VVP Vulcan Value Partners Birmingham, Alabama	$34.1M	+$3.05M	1	0.35%	Increased
111	Simplex Trading Chicago, Illinois	$33.7M	-$17.9M	3	0.06%	Reduced
112	Wolverine Trading Chicago, Illinois	$33.4M	+$38.7M	3	0.1%	Increased
113	Polar Asset Management Partners Toronto, Ontario, Canada	$33.4M	+$20.3M	1	0.67%	Increased
114	Baird Financial Group Milwaukee, Wisconsin	$32.4M	-$6.87M	2	0.15%	Reduced
115	AMF Tjänstepension Stockholm, Sweden	$31.8M	-$10.6M	1	0.4%	Reduced
116	Creative Planning Overland Park, Kansas	$31.1M	+$6.16M	1	0.11%	Increased
117	Capital International Los Angeles, California	$30.1M	+$35.7M	1	3.38%	New
118	Glenmede Trust Philadelphia, Pennsylvania	$29.9M	$0	3	0.14%	Maintained
119	NC Nightview Capital Austin, Texas	$29.9M	-$24.8M	1	7.67%	Reduced
120	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$28.4M	-$5.18M	3	0.25%	Reduced
121	Capital International Inc Los Angeles, California	$28.4M	+$33.7M	1	0.48%	New
122	Royal London Asset Management United Kingdom	$28.4M	$0	1	0.23%	Maintained
123	BNP Paribas Asset Management Paris, France	$28.2M	+$8.47M	1	0.24%	Increased
124	Principal Financial Group Des Moines, Iowa	$28.1M	+$647K	2	0.03%	Increased
125	SEI Investments Oaks, Pennsylvania	$27.7M	+$2.6M	3	0.1%	Increased