← 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
2801
SA
SRH Advisors
Kansas
$885K $0 1 0.23% Maintained
2802
SCA
Scott Capital Advisors
Oregon
$884K $0 1 0.14% Maintained
2803
AP
Atwood & Palmer
Missouri
$884K +$21.1K 1 0.05% Increased
2804
BW
Blalock Williams
Alabama
$884K +$19.1K 1 0.57% Increased
2805
LPAM
Lodestar Private Asset Management
California
$884K +$89.9K 1 0.08% Increased
2806
YIA
YHB Investment Advisors
Connecticut
$884K +$8.35K 1 0.06% Increased
2807
ML
Mayport LLC
Massachusetts
$883K +$6.76K 1 0.14% Increased
2808
RI
Ridgewood Investments
New Jersey
$882K +$27K 1 0.33% Increased
2809
LWM
LJI Wealth Management
Indiana
$881K -$65.2K 1 0.12% Reduced
2810
FCM
Family Capital Management
Michigan
$880K +$23.9K 1 0.34% Increased
2811
HIS
Harvest Investment Services
Illinois
$877K -$63.6K 1 0.14% Reduced
2812
KLI
Kelman-Lazarov Inc
Tennessee
$874K +$23.9K 1 0.11% Increased
2813
LF
Lantz Financial
Illinois
$874K -$19.9K 1 0.16% Reduced
2814
TCMP
Thrive Capital Management (Pennsylvania)
Pennsylvania
$874K $0 1 0.16% Maintained
2815
HKIM
Hayek Kallen Investment Management
Alabama
$874K +$21.9K 1 0.27% Increased
2816
USB
Union Savings Bank
Connecticut
$873K +$19.5K 1 0.35% Increased
2817
CP
Clarendon Private
Massachusetts
$872K +$72K 1 0.56% Increased
2818
RCA
Rose Capital Advisors
Florida
$872K +$825K 1 0.44% New
2819
SSCM
Spectrum Strategic Capital Management
Oregon
$871K -$31.5K 1 0.43% Reduced
2820
ISFAN
Investor's Fiduciary Advisor Network
Washington
$871K -$42.6K 1 0.3% Reduced
2821
AA
Argent Advisors
Louisiana
$870K -$7.16K 1 0.22% Reduced
2822
MCM
MV Capital Management
Maryland
$869K -$7.16K 1 0.08% Reduced
2823
GTAM
Global Trust Asset Management
Florida
$869K -$319K 1 0.27% Reduced
2824
SCI
Silver Coast Investments
United States
$869K $0 1 0.26% Maintained
2825
EWM
Elmwood Wealth Management
California
$868K -$45.7K 1 0.22% Reduced