← 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
176
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$13.3M +$485K 1 0.1% Increased
177
AIG
American International Group
New York
$13.2M +$232K 3 0.05% Increased
178
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$13M $0 1 0.25% Maintained
179
AQR Arbitrage
AQR Arbitrage
Connecticut
$12.9M -$2.76M 2 0.22% Reduced
180
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$12.9M +$225K 1 0.2% Increased
181
Prudential Financial
Prudential Financial
New Jersey
$12.7M +$3.23M 3 0.02% Increased
182
Lazard Asset Management
Lazard Asset Management
New York
$12.5M -$1.26M 3 0.02% Reduced
183
KC
Kadensa Capital
Hong Kong
$12.3M +$9.54M 1 7.88% New
184
FP
Foundry Partners
Minnesota
$12.2M +$717K 1 0.46% Increased
185
Engineers Gate Manager
Engineers Gate Manager
New York
$12.1M +$6.09M 1 0.53% Increased
186
KAM
Karani Asset Management
New York
$11.6M +$9M 1 10.73% New
187
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.5M -$14.9K 4 0.16% Reduced
188
OAM
Oxford Asset Management
United Kingdom
$11.5M +$2.82M 1 0.32% Increased
189
BP
Bandera Partners
New York
$11.4M $0 1 6.81% Maintained
190
Utah Retirement Systems
Utah Retirement Systems
Utah
$11.3M +$130K 1 0.2% Increased
191
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$11.2M -$913K 1 0.04% Reduced
192
Comerica Bank
Comerica Bank
Texas
$11.2M +$1.31M 2 0.09% Increased
193
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services
Florida
$11.2M -$1.15M 5 0.07% Reduced
194
GA
Gagnon Advisors
New York
$11.1M $0 1 6.21% Maintained
195
William Blair & Company
William Blair & Company
Illinois
$10.9M -$430K 2 0.06% Reduced
196
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria
Spain
$10.9M +$8.48M 1 0.34% New
197
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$10.8M +$5.79M 1 0.03% Increased
198
WAM
WT Asset Management
Hong Kong
$10.7M -$12.5M 1 3.29% Reduced
199
Shelton Capital Management
Shelton Capital Management
Colorado
$10.6M +$24.5K 4 0.59% Increased
200
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$10.6M -$120K 5 0.08% Reduced
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