← 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
3051
WA
WPG Advisers
Maryland
$699K +$80.3K 2 0.41% Increased
3052
WF
Wayfinding Financial
Washington
$698K -$15.1K 1 0.26% Reduced
3053
JWM
JPL Wealth Management
Colorado
$697K +$76K 1 0.14% Increased
3054
PCM
Peirce Capital Management
Texas
$697K +$9.94K 1 0.26% Increased
3055
LPFG
Landing Point Financial Group
Ohio
$696K +$1.99K 1 0.24% Increased
3056
VF
Virtu Financial
New York
$694K -$422K 4 0.02% Reduced
3057
GCM
GKV Capital Management
California
$694K +$59.7K 1 0.22% Increased
3058
TA
TFB Advisors
Kansas
$694K +$51.7K 1 0.31% Increased
3059
RWS
Resolute Wealth Strategies
Mississippi
$693K +$57.3K 1 0.27% Increased
3060
MGAM
McGowan Group Asset Management
Texas
$691K $0 1 0.08% Maintained
3061
SHFP
Second Half Financial Partners
Florida
$691K -$23.5K 1 0.28% Reduced
3062
IPA
Investment Planning Advisors
Georgia
$690K +$5.17K 1 0.16% Increased
3063
HP
Hartree Partners
New York
$690K +$723K 1 0.15% New
3064
SIG
Spinnaker Investment Group
California
$690K +$267K 1 0.11% Increased
3065
CTA
Clear Trail Advisors
Texas
$690K +$4.77K 1 0.11% Increased
3066
BFWA
Benchmark Financial Wealth Advisors
Florida
$689K +$88.3K 1 0.17% Increased
3067
PIWA
Prevail Innovative Wealth Advisors
Kansas
$688K +$303K 1 0.1% Increased
3068
FPH
Financial Planning Hawaii
Hawaii
$686K -$6.36K 1 0.37% Reduced
3069
TCP
TMB Capital Partners
Arkansas
$686K -$23.5K 1 0.21% Reduced
3070
IIM
Invariant Investment Management
Pennsylvania
$686K $0 1 0.4% Maintained
3071
LWIC
Leith Wheeler Investment Counsel
British Columbia, Canada
$686K -$147K 1 0.05% Reduced
3072
UCB
United Community Bank
South Carolina
$685K -$74.4K 2 0.21% Reduced
3073
TWM
Tripletail Wealth Management
Florida
$685K +$136K 1 0.79% Increased
3074
TFG
Tull Financial Group
Virginia
$684K +$8.35K 1 0.27% Increased
3075
WOSD
WFA of San Diego
California
$684K +$30.6K 1 0.56% Increased