← 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	OCM Ogborne Capital Management San Francisco, California	$48.8M	-$8.41M	1	13.97%	Reduced
177	William Blair & Company Chicago, Illinois	$47.5M	+$4.98M	2	0.2%	Increased
178	Employees Retirement System of Texas Austin, Texas	$47.2M	+$15.3M	1	0.69%	Increased
179	Eaton Vance Management Boston, Massachusetts	$46.7M	-$403K	1	0.09%	Reduced
180	Waddell & Reed Financial Overland Park, Kansas	$46.4M	+$6.8M	1	0.11%	Increased
181	DnB Asset Management Oslo, Norway	$46.2M	+$8.24M	2	0.49%	Increased
182	Axiom Investors Greenwich, Connecticut	$46M	+$37.9M	1	0.75%	New
183	Jupiter Asset Management London, United Kingdom	$44.7M	+$34.7M	1	0.47%	Increased
184	Wolverine Trading Chicago, Illinois	$43.8M	+$15.3M	3	0.11%	Increased
185	Jefferies Group New York	$42.1M	+$15.2M	2	0.47%	Increased
186	Shelton Capital Management Denver, Colorado	$41.8M	-$1.13M	3	1.73%	Reduced
187	CIBC Asset Management Toronto, Ontario, Canada	$41.3M	+$1.89M	1	0.21%	Increased
188	Axa Paris, France	$40.7M	+$16.5M	5	0.15%	Increased
189	ACM Ariose Capital Management Central, Hong Kong, Hong Kong	$40.3M	+$26.3M	1	33.26%	Increased
190	Nisa Investment Advisors St. Louis, Missouri	$40.1M	+$4.05M	2	0.32%	Increased
191	Calamos Advisors Naperville, Illinois	$39.9M	-$6.79M	1	0.26%	Reduced
192	AAM Anglepoint Asset Management George Town, Cayman Islands	$39.8M	+$32.8M	1	2.38%	New
193	RA Rovida Advisors Fort Lauderdale, Florida	$38.6M	+$31.9M	1	2.68%	New
194	Janney Montgomery Scott Philadelphia, Pennsylvania	$38.3M	-$11.5M	3	0.22%	Reduced
195	Private Advisor Group Morristown, New Jersey	$38.2M	-$10.4M	1	0.5%	Reduced
196	Envestnet Asset Management Chicago, Illinois	$38.2M	-$4.13M	3	0.03%	Reduced
197	WBC Westpac Banking Corp Sydney, Australia	$37.5M	-$7.45M	1	0.51%	Reduced
198	Virginia Retirement Systems Richmond, Virginia	$37.2M	+$14.6M	1	0.42%	Increased
199	Exencial Wealth Advisors Oklahoma City, Oklahoma	$37M	+$14.7M	1	1.96%	Increased
200	BCH Berkshire Capital Holdings San Jose, California	$36.9M	-$24.9M	1	5.22%	Reduced