← 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
Eaton Vance Management
Eaton Vance Management
Massachusetts
$15.4M +$12.9M 2 0.04% Increased
127
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$14.8M +$152K 3 0.09% Increased
128
SD
Sumway Development
China
$14.5M -$7.23M 1 6.42% Reduced
129
Laurion Capital Management
Laurion Capital Management
New York
$14.4M +$12.8M 2 0.11% Increased
130
DL
Delta Lloyd
Netherlands
$14.2M -$13.3M 2 0.43% Reduced
131
UBS O'Connor
UBS O'Connor
Illinois
$13.9M +$12.7M 1 0.23% New
132
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$13.7M +$13.5M 2 0.16% Increased
133
Natixis
Natixis
France
$13.1M -$2.57M 2 0.16% Reduced
134
VanEck Associates
VanEck Associates
New York
$12.8M -$1.57M 4 0.06% Reduced
135
FP
Foundry Partners
Minnesota
$12.7M +$1.31M 1 0.53% Increased
136
Kennedy Capital Management
Kennedy Capital Management
Missouri
$12.6M -$139K 1 0.22% Reduced
137
Quadrature Capital
Quadrature Capital
United Kingdom
$12.6M +$10.4M 2 0.9% Increased
138
Citigroup
Citigroup
New York
$12.3M -$13.1M 5 0.01% Reduced
139
Group One Trading
Group One Trading
Illinois
$12.1M +$5.65M 4 0.14% Increased
140
CMG
Cavalry Management Group
California
$12.1M +$11M 1 4.93% New
141
Macquarie Group
Macquarie Group
Australia
$11.8M -$1.55M 1 0.02% Reduced
142
EULAV Asset Management
EULAV Asset Management
Florida
$11.6M -$254K 2 0.59% Reduced
143
AIG
American International Group
New York
$11.5M +$356K 3 0.04% Increased
144
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$11.5M +$780 2 0.05% Increased
145
TC
Tairen Capital
Hong Kong
$11.4M +$10.4M 1 2.71% New
146
Ruffer LLP
Ruffer LLP
United Kingdom
$11.2M -$622K 1 0.67% Reduced
147
Eventide Asset Management
Eventide Asset Management
Massachusetts
$11.1M $0 1 0.74% Maintained
148
SGCIA
Smith Graham & Co Investment Advisors
Texas
$11.1M -$206K 1 1.18% Reduced
149
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$11.1M +$142K 1 0.16% Increased
150
HighTower Advisors
HighTower Advisors
Illinois
$11M -$500K 1 0.11% Reduced