← 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	Nordea Investment Management Stockholm, Sweden	$4.67M	+$2.21M	1	0.02%	Increased
202	ACI AMP Capital Investors Sydney, Australia	$4.66M	-$552K	1	0.03%	Reduced
203	FIM Freedom Investment Management Hartford, Connecticut	$4.6M	+$1.51M	1	0.51%	Increased
204	Credit Agricole Montrouge Cedex, France	$4.51M	-$10.9M	1	0.02%	Reduced
205	NPIT National Penn Investors Trust Wyomissing, Pennsylvania	$4.45M	+$32.2K	1	0.47%	Increased
206	Gateway Investment Advisers Cincinnati, Ohio	$4.43M	-$805K	1	0.04%	Reduced
207	IRF IBM Retirement Fund Armonk, New York	$4.4M	-$5.87K	1	0.08%	Reduced
208	MPAM Monarch Partners Asset Management Boston, Massachusetts	$4.39M	+$125K	1	0.87%	Increased
209	BCM Basswood Capital Management New York	$4.38M	+$4.26M	1	0.21%	New
210	Twin Tree Management Dallas, Texas	$4.34M	+$4.14M	1	0.11%	Increased
211	ZDA Zweig-DiMenna Associates New York	$4.28M	-$1.23M	2	0.18%	Reduced
212	OCG Opus Capital Group Cincinnati, Ohio	$4.22M	-$896K	1	0.67%	Reduced
213	MPM Meritage Portfolio Management Overland Park, Kansas	$4.2M	+$4.09M	1	0.42%	New
214	SCM Seamans Capital Management Boston, Massachusetts	$4.17M	+$199K	2	9.99%	Increased
215	Public Employees Retirement Association of Colorado Denver, Colorado	$4.16M	-$99.6K	1	0.03%	Reduced
216	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$4.15M	$0	1	0.29%	Maintained
217	ACP Ashfield Capital Partners San Francisco, California	$4.03M	$0	1	0.21%	Maintained
218	Cubist Systematic Strategies Stamford, Connecticut	$4M	+$457K	4	0.2%	Increased
219	Federated Hermes Pittsburgh, Pennsylvania	$3.98M	-$469K	2	0.01%	Reduced
220	FMT First Mercantile Trust Cordova, Tennessee	$3.95M	+$1.1M	3	0.33%	Increased
221	TC TFS Capital West Chester, Pennsylvania	$3.93M	+$3.81M	2	0.39%	New
222	Schroder Investment Management Group London, United Kingdom	$3.88M	+$2.88M	2	0.01%	Increased
223	Driehaus Capital Management Chicago, Illinois	$3.86M	+$3.19M	1	0.13%	New
224	Ladenburg Thalmann Financial Services Miami, Florida	$3.83M	+$778K	5	0.07%	Increased
225	AL Airain Ltd St. Peter Port, Guernsey	$3.8M	-$4.81M	1	0.23%	Reduced