← 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	Marsico Capital Management Denver, Colorado	$36.7M	-$60.8M	1	1.02%	Reduced
202	TAMH Taikang Asset Management (HK) Hong Kong	$36.5M	$0	1	5.64%	Maintained
203	Aberdeen Group Edinburgh, United Kingdom	$36.4M	-$7.44M	2	0.1%	Reduced
204	Daiwa Securities Group Tokyo, Japan	$36M	-$1.17M	2	0.33%	Reduced
205	Stifel Financial St. Louis, Missouri	$35.2M	-$1.17M	3	0.07%	Reduced
206	PNC Financial Services Group Pittsburgh, Pennsylvania	$34.4M	-$346K	3	0.04%	Reduced
207	ACM Axel Capital Management New York	$33.8M	-$3.98M	1	14.45%	Reduced
208	Xponance Philadelphia, Pennsylvania	$33.5M	+$120K	2	0.82%	Increased
209	Nissay Asset Management Tokyo, Japan	$33.1M	-$3.47M	1	0.56%	Reduced
210	Mercer Global Advisors Denver, Colorado	$33M	+$4.65M	2	0.5%	Increased
211	CL CSS LLC Chicago, Illinois	$32.7M	+$25.2M	1	1.55%	Increased
212	JP Morgan Private Wealth Advisors San Francisco, California	$32M	+$2.76M	1	0.12%	Increased
213	Paradigm Capital Management Inc Albany, New York	$31.9M	+$880K	1	2.68%	Increased
214	MSL Mackay Shields LLC New York	$31.5M	-$14M	1	0.21%	Reduced
215	AIG American International Group New York	$31.3M	-$31.9K	3	0.15%	Reduced
216	Prudential Financial Newark, New Jersey	$31.1M	-$16.3M	2	0.06%	Reduced
217	US Bancorp Minneapolis, Minnesota	$30.2M	+$1.66M	4	0.07%	Increased
218	Segall Bryant & Hamill Chicago, Illinois	$30.1M	+$7.74M	2	0.41%	Increased
219	Mizuho Securities USA New York	$29.5M	+$15.4M	1	2.1%	Increased
220	Ceredex Value Advisors Orlando, Florida	$28.5M	-$165K	1	0.42%	Reduced
221	Pacer Advisors Malvern, Pennsylvania	$28.2M	-$1.8M	2	0.6%	Reduced
222	Royce & Associates New York	$28M	-$8.52M	3	0.3%	Reduced
223	Lido Advisors Los Angeles, California	$27.9M	+$205K	1	0.72%	Increased
224	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$27.8M	-$3.74M	1	0.81%	Reduced
225	Employees Provident Fund Board Shah Alam, Malaysia	$27.6M	+$22.8M	1	0.58%	New