← 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
2951
FA
FDx Advisors
Illinois
$765K -$125K 1 0.23% Reduced
2952
CA
Cannon Advisors
North Carolina
$765K -$28.6K 1 0.47% Reduced
2953
NWMG
Nicholson Wealth Management Group
South Carolina
$764K +$41.4K 1 0.45% Increased
2954
APG
Abacus Planning Group
South Carolina
$764K -$59.3K 1 0.09% Reduced
2955
CFA
Capstone Financial Advisors
Illinois
$764K -$275K 1 0.04% Reduced
2956
PPG
Peak Planning Group
Colorado
$763K +$5.57K 1 0.17% Increased
2957
Eastern Bank
Eastern Bank
Massachusetts
$762K -$4.14M 1 0.01% Reduced
2958
AW
Ankerstar Wealth
Texas
$761K +$465K 1 0.64% Increased
2959
AFM
Aspetuck Financial Management
Connecticut
$761K $0 1 0.45% Maintained
2960
TP
Tranquility Partners
Tennessee
$761K $0 1 0.26% Maintained
2961
RS
Retirement Solution
Washington
$760K -$114K 1 0.15% Reduced
2962
SWMP
Signature Wealth Management Partners
New Jersey
$758K -$25.1K 1 0.35% Reduced
2963
CCM
Condor Capital Management
New Jersey
$757K +$21.1K 1 0.06% Increased
2964
BWM
BAM Wealth Management
Colorado
$756K +$121K 1 0.47% Increased
2965
UWM
Urban Wealth Management
California
$755K -$7.95K 1 0.66% Reduced
2966
IP
Investment Partners
Ohio
$754K +$5.97K 1 0.24% Increased
2967
LWM
Lionsbridge Wealth Management
Florida
$754K +$713K 1 0.74% New
2968
BAMG
Brand Asset Management Group
Missouri
$754K -$651K 1 0.17% Reduced
2969
ACA
Aspire Capital Advisors
Washington
$753K -$19.9K 1 0.15% Reduced
2970
HCWM
Hidden Cove Wealth Management
Washington
$753K +$160K 1 0.41% Increased
2971
SFS
Sunrise Financial Services
Washington
$752K +$398 1 0.45% Increased
2972
IDA
Intelligence Driven Advisers
California
$752K +$466K 1 0.12% Increased
2973
RIM
RW Investment Management
Idaho
$751K $0 1 0.07% Maintained
2974
ACM
Appalachian Capital Management
Ohio
$750K +$11.5K 1 0.54% Increased
2975
BP
BWM Planning
Texas
$750K +$11.1K 1 0.17% Increased