← 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
3226
CCM
Capstone Capital Management
$592K -$4.65M 1 0.26% Reduced
3227
SIA
SGL Investment Advisors
Montana
$591K +$116K 1 0.2% Increased
3228
HNW
High Note Wealth
Minnesota
$591K $0 1 0.1% Maintained
3229
AIFS
A&I Financial Services
Colorado
$589K -$795 1 0.26% Reduced
3230
CI
Cherokee Insurance
Michigan
$589K $0 1 0.23% Maintained
3231
FDCP
Foster Dykema Cabot & Partners
Massachusetts
$588K $0 1 0.03% Maintained
3232
RBWA
RFG - Bristol Wealth Advisors
Massachusetts
$588K $0 1 0.14% Maintained
3233
WCA
Westover Capital Advisors
Delaware
$588K -$56.5K 1 0.1% Reduced
3234
DAM
Doheny Asset Management
California
$587K -$9.15K 1 0.34% Reduced
3235
HC
Hurley Capital
New York
$587K -$10.7K 2 0.3% Reduced
3236
BFAG
Blackston Financial Advisory Group
Florida
$586K +$27.4K 1 0.33% Increased
3237
BFPW
BOK Financial Private Wealth
Colorado
$585K +$28.2K 2 0.03% Increased
3238
BLWM
Bucket List Wealth Management
Florida
$585K -$191K 1 0.29% Reduced
3239
CPSAC
Chas P. Smith & Associates (CPS)
Florida
$584K +$39.8K 1 0.03% Increased
3240
RFN
Redwood Financial Network
Ohio
$584K $0 1 0.32% Maintained
3241
IFS
Ifrah Financial Services
Arkansas
$583K +$174K 1 0.14% Increased
3242
FF
Francis Financial
$582K +$23.9K 1 0.1% Increased
3243
RA
Rational Advisors
New York
$582K -$984K 1 0.05% Reduced
3244
TCTC Holdings
TCTC Holdings
Texas
$582K +$278K 1 0.02% Increased
3245
OC
Optima Capital
Oregon
$582K +$2.39K 1 0.23% Increased
3246
TTWM
TCV Trust & Wealth Management
Virginia
$581K $0 1 0.04% Maintained
3247
SIA
Spectrum Investment Advisors
Wisconsin
$580K +$47.3K 1 0.24% Increased
3248
HBS
Howard Bailey Securities
Indiana
$579K -$17.1K 1 0.22% Reduced
3249
KIC
Kensington Investment Counsel
California
$579K -$170K 1 0.25% Reduced
3250
TMWM
Taylor & Morgan Wealth Management
Michigan
$578K +$14.7K 1 0.29% Increased