← 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
EFG
Ethos Financial Group
Pennsylvania
$60.8K -$710K 1 0.02% Reduced
3002
GA
GoalVest Advisory
New York
$60.3K +$25K 2 0.03% Increased
3003
AP
Advisors Preferred
Maryland
$60.1K +$61.4K 1 0.02% New
3004
SWM
Sanctuary Wealth Management
Idaho
$59.6K -$2.57K 1 0.07% Reduced
3005
CG
Cynosure Group
Utah
$59.3K -$485K 1 0.02% Reduced
3006
CT
Clearstead Trust
Maine
$59.2K +$18K 2 0.02% Increased
3007
FWA
FSC Wealth Advisors
New York
$58.8K $0 1 0.06% Maintained
3008
3F
360 Financial
Minnesota
$56.8K -$209K 1 0.04% Reduced
3009
MCA
Maryland Capital Advisors
Maryland
$56.7K $0 1 0.04% Maintained
3010
CAM
Chesapeake Asset Management
New York
$56.3K $0 1 0.05% Maintained
3011
CIR
Clear Investment Research
Georgia
$56K +$1.28K 1 0.1% Increased
3012
VF
Virtu Financial
New York
$56K -$37.4M 2 0.01% Reduced
3013
TFCP
Twin Focus Capital Partners
Massachusetts
$53.8K -$164K 1 0.01% Reduced
3014
GHAM
Gilman Hill Asset Management
Connecticut
$53K -$111K 1 0.01% Reduced
3015
CI
Cordant Inc
Oregon
$52.5K +$53.9K 1 0.03% New
3016
APC
Aspire Private Capital
North Carolina
$52.4K +$1.41K 2 0.02% Increased
3017
PCM
PenderFund Capital Management
British Columbia, Canada
$52K +$95.9K 1 0.02% New
3018
EFMH
E Fund Management (HK)
Hong Kong
$51K -$1.62M 1 0.03% Reduced
3019
TAM
Titleist Asset Management
Texas
$51K -$59.8K 1 0.01% Reduced
3020
DFA
DHJJ Financial Advisors
Illinois
$50.3K +$52.2K 2 0.03% New
3021
CAM
Costello Asset Management
Pennsylvania
$49.5K +$7.71K 1 0.05% Increased
3022
SIM
Studio Investment Management
Illinois
$48.8K $0 1 0.01% Maintained
3023
MI
MMCAP International
Cayman Islands
$48.4K +$60.2K 1 0.01% New
3024
LWA
Lowe Wealth Advisors
Maryland
$47.8K -$27K 1 0.03% Reduced
3025
CSC
Caldwell Sutter Capital
California
$46.5K +$2.57K 2 0.03% Increased