← 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
3326
RWS
RASP Wealth Solutions
Indiana
$544K +$514K 1 0.18% New
3327
MGWM
Marks Group Wealth Management
Minnesota
$543K -$30.2K 1 0.05% Reduced
3328
PFA
Petra Financial Advisors
Colorado
$543K +$194K 1 0.25% Increased
3329
BI
Ballast Inc
Kentucky
$542K -$1.19K 1 0.1% Reduced
3330
CAG
Curtis Advisory Group
California
$541K -$50.5K 1 0.11% Reduced
3331
AIC
Archer Investment Corporation
Indiana
$541K +$57.7K 2 0.1% Increased
3332
SA
SPWM Advisors
Michigan
$540K +$39K 1 0.5% Increased
3333
AF
ASL Financial
California
$540K $0 1 0.38% Maintained
3334
HGA
Hobbs Group Advisors
South Carolina
$539K $0 1 0.14% Maintained
3335
MFG
Monte Financial Group
Connecticut
$538K +$398 1 0.17% Increased
3336
CBT
Central Bank & Trust
Kentucky
$536K $0 1 0.08% Maintained
3337
FWM
FMB Wealth Management
California
$536K $0 1 0.2% Maintained
3338
WCM
Windsor Capital Management
Arizona
$535K -$21.1K 1 0.14% Reduced
3339
OWM
OneAscent Wealth Management
Alabama
$535K +$38.6K 1 0.16% Increased
3340
SAS
Stelac Advisory Services
New York
$535K +$795 1 0.1% Increased
3341
CPW
Cove Private Wealth
New York
$534K +$795 1 0.1% Increased
3342
London Company of Virginia
London Company of Virginia
Virginia
$534K $0 1 0% Maintained
3343
NDSI
Newman Dignan & Sheerar Inc
Rhode Island
$534K -$47.3K 1 0.1% Reduced
3344
HWM
Heirloom Wealth Management
Colorado
$534K -$2.39K 1 0.08% Reduced
3345
CWMP
Clarion Wealth Managment Partners
Virginia
$533K $0 1 0.43% Maintained
3346
KPWG
KFA Private Wealth Group
Virginia
$533K +$26.2K 2 0.13% Increased
3347
RIA
Rhodes Investment Advisors
Texas
$532K +$121K 1 0.39% Increased
3348
BRM
Boston Research & Management
Massachusetts
$532K $0 1 0.12% Maintained
3349
AMG
Advisors Management Group
Wisconsin
$532K -$13.5K 1 0.09% Reduced
3350
SWM
Shrier Wealth Management
California
$532K -$27.8K 1 0.18% Reduced