← 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
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$27.6M -$8M 3 0.05% Reduced
127
Royce & Associates
Royce & Associates
New York
$27.4M -$7.55M 2 0.37% Reduced
128
Candriam SCA
Candriam SCA
Luxembourg
$27.2M $0 1 0.3% Maintained
129
Nordea Investment Management
Nordea Investment Management
Sweden
$26.8M -$35.8M 2 0.06% Reduced
130
Aviva
Aviva
United Kingdom
$26.6M +$418K 1 0.19% Increased
131
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$26.4M +$136K 2 0.27% Increased
132
AWA
Artemis Wealth Advisors
New York
$26.2M $0 1 11.2% Maintained
133
D.E. Shaw & Co
D.E. Shaw & Co
New York
$26.2M -$720M 4 0.04% Reduced
134
LPL Financial
LPL Financial
California
$26.1M +$3.87M 1 0.06% Increased
135
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$25.8M +$29.7M 2 0.45% Increased
136
Osaic Holdings
Osaic Holdings
Arizona
$25.5M +$30.5M 6 0.1% New
137
Truist Financial
Truist Financial
North Carolina
$25.4M +$263K 2 0.07% Increased
138
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$24.8M +$871K 1 0.4% Increased
139
Encompass Capital Advisors
Encompass Capital Advisors
New York
$24.5M +$32.3M 1 2.63% New
140
Castleark Management
Castleark Management
Illinois
$24.1M -$14.4M 2 1.43% Reduced
141
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$23.7M -$16.3M 1 0.08% Reduced
142
LM
Luminus Management
Texas
$23.5M -$8.8M 2 2.42% Reduced
143
Atreides Management
Atreides Management
Massachusetts
$23.3M -$14.4M 1 5.14% Reduced
144
Fred Alger Management
Fred Alger Management
New York
$23.2M +$14.2M 1 0.1% Increased
145
QIM
Quantitative Investment Management
Virginia
$23M +$26.3M 2 2.51% Increased
146
Paradigm Capital Management Inc
Paradigm Capital Management Inc
New York
$22.8M -$71.8K 1 2.75% Reduced
147
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$22.6M +$3.48M 1 0.11% Increased
148
NAH
Neumann Advisory (HK)
Hong Kong
$22.5M $0 1 11.98% Maintained
149
Mariner Independent Advisor Network
Mariner Independent Advisor Network
Kansas
$22M +$2.53M 1 1.99% Increased
150
Appaloosa LP
Appaloosa LP
New Jersey
$22M +$26.1M 1 0.67% New