← 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
Canada Life
Canada Life
Manitoba, Canada
$15M -$7.35M 1 0.04% Reduced
127
GS
Gagnon Securities
New York
$14.3M -$181K 1 3.39% Reduced
128
Stifel Financial
Stifel Financial
Missouri
$13.7M -$3.58M 3 0.04% Reduced
129
Royal London Asset Management
Royal London Asset Management
United Kingdom
$13.2M -$64.1K 1 0.1% Reduced
130
KBC Group
KBC Group
Belgium
$13.2M +$2.37M 4 0.1% Increased
131
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$12.8M +$10.4M 1 0.23% Increased
132
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$12.7M +$765K 2 0.26% Increased
133
WCM Investment Management
WCM Investment Management
California
$12.6M -$716K 1 0.08% Reduced
134
Guggenheim Capital
Guggenheim Capital
Illinois
$12.5M +$2.63M 2 0.1% Increased
135
MS
Mizuho Securities
Japan
$12.2M +$7.87M 1 8.19% Increased
136
Lazard Asset Management
Lazard Asset Management
New York
$12.1M +$347K 2 0.02% Increased
137
ECP
Elk Creek Partners
Colorado
$12M +$3.45M 1 1.03% Increased
138
VanEck Associates
VanEck Associates
New York
$12M -$899K 4 0.06% Reduced
139
Aviva
Aviva
United Kingdom
$11.9M -$329K 1 0.08% Reduced
140
SEI Investments
SEI Investments
Pennsylvania
$11.7M -$2.05M 2 0.03% Reduced
141
Candriam SCA
Candriam SCA
Luxembourg
$11.6M +$732K 1 0.15% Increased
142
KC
Kepos Capital
New York
$11.6M -$2.45M 2 1.14% Reduced
143
Jefferies Group
Jefferies Group
New York
$11.5M +$965K 1 0.09% Increased
144
AQR Arbitrage
AQR Arbitrage
Connecticut
$11.5M -$10.4M 2 0.17% Reduced
145
LPL Financial
LPL Financial
California
$11.4M +$810K 2 0.02% Increased
146
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$11.1M -$725K 3 0.02% Reduced
147
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$10.9M +$1.4M 1 0.87% Increased
148
Two Sigma Investments
Two Sigma Investments
New York
$10.5M -$30.1M 4 0.04% Reduced
149
BP
Bandera Partners
New York
$10.5M -$440K 1 6.61% Reduced
150
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$10.5M $0 1 0.14% Maintained