← 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
3001
QWM
Quaker Wealth Management
New Jersey
$731K +$43.2K 2 0.21% Increased
3002
SCM
SIR Capital Management
New York
$730K -$513K 1 0.08% Reduced
3003
TWM
Trevian Wealth Management
Massachusetts
$730K +$18.7K 1 0.31% Increased
3004
PC
Prairiewood Capital
North Dakota
$729K +$10.3K 1 0.19% Increased
3005
BF
Benchmark Financial
Delaware
$728K +$27.8K 1 0.59% Increased
3006
FPN
Financial Planning Navigators
Minnesota
$727K +$53.7K 1 0.27% Increased
3007
City Holding Co
City Holding Co
West Virginia
$726K +$42.6K 2 0.08% Increased
3008
FIA
FNY Investment Advisers
New York
$726K +$606K 4 0.26% New
3009
YAIA
Yanni & Associates Investment Advisors
Pennsylvania
$726K $0 1 0.67% Maintained
3010
TW
Towerpoint Wealth
California
$724K -$19.1K 1 0.25% Reduced
3011
GC
Grange Capital
Oregon
$721K -$103K 1 0.67% Reduced
3012
Penn Davis McFarland
Penn Davis McFarland
Texas
$721K $0 1 0.06% Maintained
3013
SFS
Security Financial Services
Indiana
$721K +$62K 1 0.1% Increased
3014
LIA
Lynx Investment Advisory
District of Columbia
$721K +$53.7K 1 0.24% Increased
3015
CMP
Christine Messmer PC
Pennsylvania
$720K +$70K 1 0.41% Increased
3016
JWM
Jacksonville Wealth Management
Florida
$720K $0 1 0.41% Maintained
3017
LCM
Lunt Capital Management
Utah
$720K $0 1 0.26% Maintained
3018
CWM
ClientFirst Wealth Management
Arkansas
$719K $0 1 0.59% Maintained
3019
Meridian Wealth Advisors
Meridian Wealth Advisors
Texas
$719K +$37K 1 0.08% Increased
3020
ECM
EMC Capital Management
Texas
$718K +$756K 1 0.28% New
3021
YWM
Yoder Wealth Management
California
$718K +$33.8K 1 0.28% Increased
3022
Jay A. Fishman Ltd
Jay A. Fishman Ltd
Michigan
$718K $0 1 0.06% Maintained
3023
NLWP
Next Level Wealth Planning
Idaho
$718K +$31.4K 1 0.32% Increased
3024
Berman McAleer
Berman McAleer
Maryland
$717K +$37K 1 0.08% Increased
3025
OIS
Okabena Investment Services
Minnesota
$717K +$678K 1 0.13% New