← 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
3176
DWS
Discipline Wealth Solutions
South Carolina
$629K +$42.6K 1 0.05% Increased
3177
RMAM
Raab & Moskowitz Asset Management
New Jersey
$629K $0 1 0.13% Maintained
3178
FAOAI
Fund Advisors of America Inc
Florida
$628K -$174K 1 0.57% Reduced
3179
OAM
Oxford Asset Management
United Kingdom
$627K -$394K 2 0.31% Reduced
3180
First Merchants Corp
First Merchants Corp
Indiana
$627K $0 1 0.02% Maintained
3181
LCC
Lincoln Capital Corp
Rhode Island
$627K +$37.8K 1 0.2% Increased
3182
HA
Helium Advisors
Washington
$626K -$1.99K 1 0.52% Reduced
3183
BFC
Blue Fin Capital
Rhode Island
$624K +$39.8K 1 0.09% Increased
3184
IRAG
Investment Research & Advisory Group
Georgia
$624K +$176K 1 0.19% Increased
3185
LWA
Lantern Wealth Advisors
New York
$622K -$24.3K 1 0.29% Reduced
3186
CT
Colonial Trust
South Carolina
$621K +$67.6K 1 0.08% Increased
3187
MAA
Mraz Amerine & Associates
California
$620K +$290K 2 0.09% Increased
3188
MRP
Measured Risk Portfolios
California
$620K -$166K 1 0.55% Reduced
3189
SIM
SSI Investment Management
California
$619K $0 1 0.04% Maintained
3190
TAFW
Tred Avon Family Wealth
Maryland
$618K $0 1 0.19% Maintained
3191
FHWM
Fox Hill Wealth Management
Massachusetts
$617K +$583K 1 0.25% New
3192
MWP
Meriwether Wealth & Planning
Louisiana
$616K +$33.8K 1 0.31% Increased
3193
PWAM
Private Wealth Asset Management
Iowa
$616K -$143K 1 0.06% Reduced
3194
VCM
Vision Capital Management
Oregon
$615K +$7.16K 1 0.07% Increased
3195
HAFS
Hapanowicz & Associates Financial Services
Pennsylvania
$612K $0 1 0.19% Maintained
3196
AAM
Austin Asset Management
Texas
$611K $0 1 0.09% Maintained
3197
NIA
NBZ Investment Advisors
Tennessee
$611K +$125K 1 0.24% Increased
3198
SFG
Sunburst Financial Group
Alabama
$610K -$5.57K 1 0.1% Reduced
3199
MA
MSA Advisors
California
$609K -$274K 1 0.16% Reduced
3200
FWM
Fonville Wealth Management
Virginia
$609K +$15.5K 1 0.1% Increased