← 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	NSCM New South Capital Management Memphis, Tennessee	$52.7M	+$3.23M	1	1.87%	Increased
127	Korea Investment Corp Seoul, South Korea	$52M	+$11.3M	1	0.19%	Increased
128	Millennium Management New York	$51.7M	-$83.9M	5	0.07%	Reduced
129	ACI AMP Capital Investors Sydney, Australia	$51.3M	+$7.49M	1	0.32%	Increased
130	Schonfeld Strategic Advisors New York	$51.1M	+$33.9M	3	1.31%	Increased
131	Citadel Advisors Miami, Florida	$51.1M	+$33.1M	6	0.02%	Increased
132	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$50.4M	-$2.15M	3	0.41%	Reduced
133	KBC Group Brussels, Belgium	$49.1M	+$4.01M	5	0.32%	Increased
134	Guggenheim Capital Chicago, Illinois	$49M	+$11.3M	2	0.38%	Increased
135	WAM WT Asset Management Hong Kong	$47.6M	-$29.6M	1	11.46%	Reduced
136	VVP Vulcan Value Partners Birmingham, Alabama	$46.8M	+$2.28M	1	0.37%	Increased
137	MAM Mark Asset Management New York	$46.7M	+$1.77M	1	8.82%	Increased
138	Osaic Holdings Scottsdale, Arizona	$46.4M	-$4.47M	6	0.16%	Reduced
139	NAH Neumann Advisory (HK) Central, Hong Kong	$46.4M	$0	1	15.4%	Maintained
140	Robeco Institutional Asset Management Rotterdam, Netherlands	$45.4M	+$4.73M	1	0.15%	Increased
141	HighTower Advisors Chicago, Illinois	$45.1M	+$2.7M	1	0.25%	Increased
142	Greenwoods Asset Management Grand Cayman, Cayman Islands	$44.9M	+$7.41M	1	1.26%	Increased
143	Commonwealth Equity Services Waltham, Massachusetts	$44.2M	-$1.78M	1	0.17%	Reduced
144	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$43.7M	-$248K	2	0.52%	Reduced
145	TA Trivest Advisors Hong Kong	$43.2M	+$32.5M	1	5.83%	New
146	DekaBank Deutsche Girozentrale Frankfurt, Germany	$43.1M	+$14.4M	3	0.27%	Increased
147	MUFG Securities EMEA London, United Kingdom	$42.7M	+$32.1M	1	0.37%	New
148	CIBC World Markets New York	$40.5M	+$18.3M	1	0.43%	Increased
149	Oregon Public Employees Retirement Fund Tigard, Oregon	$39.7M	-$9.75M	2	0.59%	Reduced
150	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$39.4M	-$788K	3	0.28%	Reduced