← 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
126	PHK Point72 Hong Kong Hong Kong	$12.9M	+$11.8M	1	8.73%	New
127	Nomura Holdings Tokyo, Japan	$12.9M	-$2.21M	2	0.06%	Reduced
128	GS Gagnon Securities New York	$12.8M	+$42.7K	1	3.86%	Increased
129	OIM Oceanic Investment Management Douglas, Isle Of Man	$11.9M	-$7.48M	1	4.68%	Reduced
130	Robeco Schweiz Zurich, Switzerland	$11.8M	-$1.01M	1	1.04%	Reduced
131	DCM Dupont Capital Management Wilmington, Delaware	$11.6M	-$767K	1	0.2%	Reduced
132	QAM Quentec Asset Management New York	$11.2M	+$1.62M	1	3.33%	Increased
133	OAM Origin Asset Management London, United Kingdom	$11M	-$430K	1	0.74%	Reduced
134	Northern Trust Company of Connecticut Stamford, Connecticut	$10.8M	+$4.36M	2	0.07%	Increased
135	Millennium Management New York	$10.2M	+$1.78M	3	0.03%	Increased
136	NFA Nationwide Fund Advisors Columbus, Ohio	$9.92M	+$1.17M	3	0.04%	Increased
137	Fred Alger Management New York	$9.84M	+$7.53M	1	0.05%	Increased
138	VOYA Investment Management Atlanta, Georgia	$9.75M	-$771K	2	0.02%	Reduced
139	Sculptor Capital New York	$9.45M	+$9.62M	1	0.02%	New
140	Fuller & Thaler Asset Management San Mateo, California	$9.14M	-$774K	1	0.5%	Reduced
141	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$9.01M	+$2.88M	2	0.04%	Increased
142	LCS Levin Capital Strategies New York	$9.01M	+$34.5K	2	0.14%	Increased
143	State of Wisconsin Investment Board Madison, Wisconsin	$8.98M	-$270K	1	0.03%	Reduced
144	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$8.84M	+$826K	2	0.05%	Increased
145	Driehaus Capital Management Chicago, Illinois	$8.72M	-$1.31M	2	0.31%	Reduced
146	Hood River Capital Management Palm Beach Gardens, Florida	$8.71M	+$291K	1	1.3%	Increased
147	Parametric Portfolio Associates Seattle, Washington	$8.67M	-$364K	2	0.02%	Reduced
148	TD Asset Management Toronto, Ontario, Canada	$8.57M	-$123K	1	0.02%	Reduced
149	EULAV Asset Management Sarasota, Florida	$8.34M	$0	1	0.45%	Maintained
150	GA Gagnon Advisors New York	$8.16M	+$8.1M	1	4.72%	New