← 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
3401
Partners Capital Investment Group
Partners Capital Investment Group
Massachusetts
$504K +$477K 1 0.02% New
3402
SWM
SK Wealth Management
Rhode Island
$504K -$16.7K 1 0.11% Reduced
3403
BBNB
Baker Boyer National Bank
Washington
$503K +$14.3K 1 0.14% Increased
3404
MCM
Morton Capital Management
California
$502K +$13.9K 1 0.07% Increased
3405
TFA
Trinity Financial Advisors
Ohio
$502K +$8.35K 1 0.13% Increased
3406
FSCM
Front Street Capital Management
Montana
$501K +$3.98K 1 0.06% Increased
3407
DJSG
D.J. St. Germain
Massachusetts
$500K -$82.7K 1 0.02% Reduced
3408
TGCMU
Titan Global Capital Management USA
New York
$498K +$471K 1 0.06% New
3409
HFBOT
Home Federal Bank of Tennessee
Tennessee
$498K $0 1 0.11% Maintained
3410
PGWM
Pitti Group Wealth Management
New York
$496K +$11.1K 1 0.36% Increased
3411
S
Storgate
Texas
$496K +$469K 1 0.1% New
3412
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
$496K $0 1 0.05% Maintained
3413
MAG
Meadowbrook Advisors Group
New Jersey
$495K +$201K 1 0.26% Increased
3414
SCA
Sage Capital Advisors
South Dakota
$495K +$18.7K 1 0.1% Increased
3415
TWPM
Total Wealth Planning & Management
Florida
$495K -$471K 1 0.33% Reduced
3416
WAM
WealthCare Asset Management
Missouri
$495K +$235K 1 0.21% Increased
3417
BHWM
Bay Harbor Wealth Management
Maryland
$494K +$22.4K 2 0.11% Increased
3418
NECFA
New England Capital Financial Advisors
Connecticut
$494K -$3.98K 1 0.12% Reduced
3419
WAG
Wilkerson Advisory Group
Missouri
$493K +$12.7K 1 0.15% Increased
3420
BWM
BCGM Wealth Management
Indiana
$493K +$140K 1 0.1% Increased
3421
SPAS
Spectrum Planning & Advisory Services
California
$493K +$7.95K 1 0.22% Increased
3422
NPT
Nixon Peabody Trust
Massachusetts
$493K -$79.5K 1 0.03% Reduced
3423
Axa
Axa
France
$492K -$442K 1 0.54% Reduced
3424
WFS
Weitzel Financial Services
Iowa
$491K $0 1 0.17% Maintained
3425
LWAM
Legacy Wealth Asset Management
Minnesota
$490K -$3.18K 1 0.11% Reduced