← 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
3701
BFG
Birch Financial Group
New Hampshire
$366K -$7.95K 1 0.19% Reduced
3702
TL
Tradewinds LLC
North Carolina
$366K +$874K 1 0.08% Increased
3703
Dillon & Associates
Dillon & Associates
Michigan
$366K +$1.99K 1 0.04% Increased
3704
SFG
Southern Financial Group
Alabama
$366K -$17.9K 1 0.09% Reduced
3705
OCA
Odyssey Capital Advisors
Pennsylvania
$366K -$2.39K 1 0.26% Reduced
3706
Bangor Savings Bank
Bangor Savings Bank
Maine
$365K +$7.95K 1 0.03% Increased
3707
GHA
Granite Harbor Advisors
Texas
$364K -$4.77K 1 0.14% Reduced
3708
LFWA
LiftPoint Family Wealth Advisors
New Jersey
$364K +$127K 1 0.25% Increased
3709
TC
Town Capital
Maryland
$364K +$1.59K 1 0.23% Increased
3710
SMG
Smart Money Group
Texas
$364K +$795 1 0.09% Increased
3711
Caldwell Trust
Caldwell Trust
Florida
$363K -$179K 1 0.03% Reduced
3712
Kanawha Capital Management
Kanawha Capital Management
Virginia
$363K +$17.5K 1 0.02% Increased
3713
VWM
Verus Wealth Management
Wisconsin
$363K $0 1 0.3% Maintained
3714
HP
HT Partners
Connecticut
$362K -$11.1K 1 0.1% Reduced
3715
PFG
Pinnacle Financial Group
Illinois
$361K -$9.15K 1 0.09% Reduced
3716
ATI
ARK & TLK Investments
Oklahoma
$361K $0 1 0.09% Maintained
3717
GCM
Gunderson Capital Management
South Carolina
$360K +$340K 1 0.1% New
3718
Alesco Advisors
Alesco Advisors
New York
$359K +$8.35K 1 0.01% Increased
3719
CC
Cypress Capital
Tennessee
$358K -$16.3K 1 0.1% Reduced
3720
MWM
MBE Wealth Management
Wisconsin
$358K +$1.19K 1 0.13% Increased
3721
Sentinel Trust
Sentinel Trust
Texas
$358K $0 1 0.03% Maintained
3722
Cahaba Wealth Management
Cahaba Wealth Management
Georgia
$358K -$23.5K 1 0.02% Reduced
3723
Enclave Advisors
Enclave Advisors
Texas
$358K -$1.59K 1 0.05% Reduced
3724
FWWM
Fiscal Wisdom Wealth Management
Connecticut
$357K -$25K 1 0.3% Reduced
3725
MA
MKT Advisors
California
$356K -$1.99K 1 0.11% Reduced