← 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
2676
KFP
KB Financial Partners
New Jersey
$137K -$85.2K 1 0.05% Reduced
2677
PG
Proffitt & Goodson
Tennessee
$137K +$2.46K 1 0.03% Increased
2678
PWP
Pursue Wealth Partners
California
$137K -$45.5K 1 0.09% Reduced
2679
CSB
City State Bank
Iowa
$136K +$20.5K 1 0.09% Increased
2680
GIA
Goodwin Investment Advisory
Georgia
$136K +$17.2K 1 0.1% Increased
2681
HI
Hendershot Investments
Virginia
$135K +$4.09K 1 0.02% Increased
2682
LSV Asset Management
LSV Asset Management
Illinois
$135K $0 1 0% Maintained
2683
SMG
Spectrum Management Group
Indiana
$135K -$2.93M 1 0.03% Reduced
2684
SC
Steph & Co
Wisconsin
$135K -$24.6K 1 0.08% Reduced
2685
FCMT
Founders Capital Management (Texas)
Texas
$134K -$50K 1 0.11% Reduced
2686
HCP
Hexagon Capital Partners
Arkansas
$134K +$128K 3 0.04% Increased
2687
AW
Avion Wealth
Texas
$133K +$819 1 0.04% Increased
2688
CWM
Curi Wealth Management
North Carolina
$132K +$102K 1 0.03% Increased
2689
ODG
O'Dell Group
Ohio
$132K -$36.9K 1 0.05% Reduced
2690
GIA
GHP Investment Advisors
Colorado
$131K -$50.8K 1 0.01% Reduced
2691
HFM
Hartford Financial Management
Connecticut
$129K +$16.4K 1 0.04% Increased
2692
GW&K Investment Management
GW&K Investment Management
Massachusetts
$128K +$55.7K 1 0% Increased
2693
CBT
CoreFirst Bank & Trust
Kansas
$126K -$18.8K 1 0.1% Reduced
2694
SMP
Santa Monica Partners
Florida
$124K $0 1 0.09% Maintained
2695
IEFM
IQ EQ Fund Management
Ireland
$121K +$201K 1 0.02% New
2696
RBC
Roble Belko & Company
Pennsylvania
$114K +$48.3K 1 0.03% Increased
2697
OAJ
Ogorek Anthony Joseph
New York
$113K $0 1 0.05% Maintained
2698
CFM
Comprehensive Financial Management
California
$112K $0 1 0% Maintained
2699
HBW
Hazlett, Burt & Watson
West Virginia
$112K +$28.7K 1 0.1% Increased
2700
LFA
Level Financial Advisors
New York
$112K +$25.4K 1 0.08% Increased