← 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	JP Morgan Private Wealth Advisors San Francisco, California	$137M	+$7.23M	2	0.29%	Increased
202	Mariner Overland Park, Kansas	$136M	+$20.2M	2	0.57%	Increased
203	Holocene Advisors New York	$135M	+$128M	3	0.7%	New
204	Employees Retirement System of Texas Austin, Texas	$132M	+$14.1M	1	1.48%	Increased
205	ING Group Amsterdam, Netherlands	$130M	+$52.2M	1	1.17%	Increased
206	Gerber Kawasaki Wealth & Investment Management Santa Monica, California	$130M	+$163K	1	10.35%	Increased
207	EARNEST Partners Atlanta, Georgia	$129M	-$2.38M	2	0.75%	Reduced
208	MSL Mackay Shields LLC New York	$128M	-$2.55M	1	1.07%	Reduced
209	Yousif Capital Management Bloomfield Hills, Michigan	$128M	+$122M	2	1.32%	New
210	Storebrand Asset Management Lysaker, Norway	$126M	+$2.14M	4	0.56%	Increased
211	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$124M	+$20.2M	2	0.61%	Increased
212	Ossiam Paris, France	$124M	-$2.3M	1	3.24%	Reduced
213	TPSF Texas Permanent School Fund Austin, Texas	$121M	-$13.3M	2	1.49%	Reduced
214	Marsico Capital Management Denver, Colorado	$120M	+$96.8M	1	3.49%	Increased
215	Capital International Sarl Los Angeles, California	$119M	+$90.2M	1	5.66%	Increased
216	Voloridge Investment Management Jupiter, Florida	$117M	+$94.1M	3	0.64%	Increased
217	IFM Investors Melbourne, Australia	$117M	+$1.78M	1	2.15%	Increased
218	Virginia Retirement Systems Richmond, Virginia	$117M	+$13.7M	1	0.8%	Increased
219	Mutual of America Capital Management New York	$116M	+$1.01M	2	1.18%	Increased
220	HCM Hitchwood Capital Management New York	$116M	$0	1	3.94%	Maintained
221	Personal Capital Advisors Redwood City, California	$115M	-$167K	1	0.53%	Reduced
222	Nissay Asset Management Tokyo, Japan	$115M	+$4.24M	1	0.88%	Increased
223	Swiss Life Asset Management Zurich,	$113M	+$24.6M	1	1.47%	Increased
224	KBC Group Brussels, Belgium	$112M	-$6.48M	4	0.37%	Reduced
225	Man Group London, United Kingdom	$112M	+$65.9M	4	0.36%	Increased