← 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
3101
TWA
Tulsa Wealth Advisors
Oklahoma
$670K +$87.9K 1 0.09% Increased
3102
WWC
Waypoint Wealth Counsel
Georgia
$669K -$110K 2 0.42% Reduced
3103
MBC
Michael Brady & Co
Ohio
$669K -$59.7K 1 0.59% Reduced
3104
JWM
JDH Wealth Management
California
$668K +$7.16K 1 0.41% Increased
3105
MPIA
Mountain Pacific Investment Advisers
Idaho
$668K $0 1 0.11% Maintained
3106
HI
Hudock Inc
Pennsylvania
$668K $0 1 0.09% Maintained
3107
OFA
Oak Family Advisors
Illinois
$667K -$70.8K 1 0.17% Reduced
3108
RBC
Romano Brothers & Co
Illinois
$667K +$34.2K 1 0.07% Increased
3109
CBTWT
Community Bank & Trust (Waco, Texas)
Texas
$665K $0 1 0.12% Maintained
3110
CCM
Consolidated Capital Management
California
$665K +$3.98K 1 0.18% Increased
3111
LWA
Lifelong Wealth Advisors
Minnesota
$664K +$19.1K 1 0.16% Increased
3112
BFS
BridgePort Financial Solutions
Iowa
$663K +$3.98K 1 0.17% Increased
3113
FH
Financial Harvest
Florida
$663K +$157K 1 0.27% Increased
3114
GPFA
Game Plan Financial Advisors
Ohio
$663K +$2.39K 1 0.25% Increased
3115
PBK
Peoples Bank (Kansas)
Kansas
$663K +$4.77K 1 0.64% Increased
3116
LRIA
Leonard Rickey Investment Advisors
Washington
$662K -$208K 1 0.1% Reduced
3117
RIA
RPG Investment Advisory
California
$662K -$1.99K 1 0.07% Reduced
3118
AFTS
American Financial & Tax Strategies
New York
$660K -$19.9K 1 0.3% Reduced
3119
CC
Clearwave Capital
California
$660K $0 1 0.36% Maintained
3120
KWA
Kondo Wealth Advisors
California
$659K +$27K 1 0.22% Increased
3121
SIM
Seaview Investment Managers
Florida
$658K +$41K 1 0.2% Increased
3122
Congress Asset Management
Congress Asset Management
Massachusetts
$658K $0 1 0% Maintained
3123
TF
Tenzing Financial
Virginia
$657K +$7.95K 1 0.45% Increased
3124
ADEF
ABS Direct Equity Fund
Connecticut
$656K +$167K 1 0.41% New
3125
AIM
ABS Investment Management
Connecticut
$656K +$167K 1 0.41% New