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 |
Wedge Capital Management
Charlotte,
North Carolina
| $22M | +$882K | 2 | 0.3% | Increased |
|
| 202 |
CIBC World Market
Toronto,
Ontario, Canada
| $21.7M | +$9.26M | 1 | 0.1% | Increased |
|
| 203 |
Panagora Asset Management
Boston,
Massachusetts
| $21.6M | +$2.97M | 3 | 0.14% | Increased |
|
| 204 |
Shelton Capital Management
Denver,
Colorado
| $21.5M | -$69.6K | 3 | 1.18% | Reduced |
|
| 205 |
Segall Bryant & Hamill
Chicago,
Illinois
| $20.9M | -$70K | 2 | 0.35% | Reduced |
|
| 206 |
Nomura Holdings
Tokyo,
Japan
| $20.5M | -$102M | 2 | 0.07% | Reduced |
|
| 207 |
EP
Edgestream Partners
Princeton,
New Jersey
| $20.2M | +$14.6M | 1 | 1.06% | Increased |
|
| 208 |
WCM Investment Management
Laguna Beach,
California
| $20.2M | +$257K | 1 | 0.08% | Increased |
|
| 209 |
Lazard Asset Management
New York
| $20M | -$11M | 3 | 0.03% | Reduced |
|
| 210 |
Atreides Management
Boston,
Massachusetts
| $19.8M | -$21.1M | 1 | 2.8% | Reduced |
|
| 211 |
Första AP-fonden
Stockholm,
Sweden
| $19.8M | +$2.68M | 1 | 0.52% | Increased |
|
| 212 |
CIBC Asset Management
Toronto,
Ontario, Canada
| $19.6M | +$783K | 1 | 0.12% | Increased |
|
| 213 |
Tredje AP-fonden
Se-111 91 Stockholm,
Sweden
| $19.6M | $0 | 1 | 0.81% | Maintained |
|
| 214 |
GS
Gagnon Securities
New York
| $19.5M | -$2.04M | 1 | 4.72% | Reduced |
|
| 215 |
ACM
Axel Capital Management
New York
| $19.4M | +$3.25M | 1 | 14.63% | Increased |
|
| 216 |
GAM
GVO Asset Management
Zug,
Switzerland
| $19.4M | +$14.6M | 1 | 8% | New |
|
| 217 |
BP
Bandera Partners
New York
| $19.4M | -$403K | 1 | 13.47% | Reduced |
|
| 218 |
Macquarie Group
Sydney, NSW 2000,
Australia
| $19.3M | +$8.44M | 3 | 0.03% | Increased |
|
| 219 |
Stifel Financial
St. Louis,
Missouri
| $19.3M | +$1.19M | 3 | 0.04% | Increased |
|
| 220 |
AIG
American International Group
New York
| $19.1M | +$194K | 3 | 0.09% | Increased |
|
| 221 |
VanEck Associates
New York
| $19.1M | -$4.78M | 2 | 0.07% | Reduced |
|
| 222 |
Encompass Capital Advisors
New York
| $19M | -$11.7M | 1 | 2.54% | Reduced |
|
| 223 |
Nissay Asset Management
Tokyo,
Japan
| $18.8M | +$1.76M | 1 | 0.36% | Increased |
|
| 224 |
HRT Financial
New York
| $18.6M | +$14.3M | 4 | 0.56% | New |
|
| 225 |
Balyasny Asset Management
Chicago,
Illinois
| $18.6M | +$12.5M | 2 | 0.16% | Increased |
|