← 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
201	Cerity Partners New York	$290M	+$485M	5	0.35%	Increased
202	Empower Advisory Group Greenwood Village, Colorado	$289M	+$10.2M	1	0.69%	Increased
203	SEB Asset Management Stockholm,	$282M	+$18.1M	1	1.06%	Increased
204	Mercer Global Advisors Denver, Colorado	$280M	+$26.6M	8	0.35%	Increased
205	AGF Management Toronto, Ontario, Canada	$276M	+$31.5M	2	1.07%	Increased
206	NAH Neumann Advisory (HK) Central, Hong Kong	$273M	$0	1	76.8%	Maintained
207	IFM Investors Melbourne, Australia	$271M	+$24.3M	1	1.79%	Increased
208	CGH Contrarius Group Holdings Hamilton, Bermuda	$271M	+$33.4M	1	12.47%	Increased
209	KBC Group Brussels, Belgium	$270M	-$217M	6	0.58%	Reduced
210	Woodline Partners San Francisco, California	$270M	+$39.9M	1	0.84%	Increased
211	HFF Halter Ferguson Financial Carmel, Indiana	$265M	+$19.4M	1	42.86%	Increased
212	Harvest Portfolios Group Oakville, Ontario, Canada	$264M	+$13.6M	5	3.72%	Increased
213	TSW Three Seasons Wealth Salt Lake City, Utah	$264M	+$249M	1	24.02%	Increased
214	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$264M	-$13.9M	2	1.28%	Reduced
215	Nykredit A/S Nordhavn, Denmark	$263M	+$249M	5	1%	New
216	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$257M	+$22.4M	4	0.49%	Increased
217	Capital International Sarl Los Angeles, California	$256M	+$21.6M	1	3.62%	Increased
218	Macquarie Group Sydney, NSW 2000, Australia	$255M	+$77.3M	2	1.1%	Increased
219	Rakuten Investment Management Tokyo, Japan	$247M	+$30M	1	0.71%	Increased
220	Amalgamated Bank New York	$244M	-$4.16M	2	1.69%	Reduced
221	Lazard Asset Management New York	$241M	+$10.7M	4	0.37%	Increased
222	GGHC Gilder Gagnon Howe & Co New York	$241M	-$18.2M	2	2.49%	Reduced
223	Balyasny Asset Management Chicago, Illinois	$239M	+$38.9M	8	0.3%	Increased
224	Trexquant Investment Stamford, Connecticut	$233M	+$29M	7	1.37%	Increased
225	Driehaus Capital Management Chicago, Illinois	$232M	+$97.5M	3	1.34%	Increased