← 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
4001
MIC
Meridian Investment Counsel
California
$269K +$255K 1 0.06% New
4002
PFG
Putney Financial Group
California
$269K $0 1 0.24% Maintained
4003
SAM
Sequent Asset Management
Texas
$269K $0 1 0.11% Maintained
4004
CA
Capital Advantage
California
$268K -$45.3K 1 0.03% Reduced
4005
CSA
Cottage Street Advisors
Massachusetts
$268K -$497K 1 0.1% Reduced
4006
FPF
First Pacific Financial
Washington
$268K +$137K 1 0.03% Increased
4007
AC
Addison Capital
Pennsylvania
$268K +$398 1 0.04% Increased
4008
EMCIP
Ewing Morris & Co Investment Partners
Ontario, Canada
$268K $0 1 0.14% Maintained
4009
TA
Tectonic Advisors
Texas
$268K $0 1 0.01% Maintained
4010
EB
Exchange Bank
California
$268K +$795 1 0.17% Increased
4011
TFP
Tilia Fiduciary Partners
North Carolina
$267K -$58.9K 1 0.13% Reduced
4012
BFT
Bitwise Funds Trust
California
$267K +$253K 1 0.06% New
4013
LFIA
Legacy Financial Independent Advisors
Kentucky
$267K -$138K 1 0.13% Reduced
4014
CA
CGN Advisors
Kansas
$267K -$23.9K 1 0.02% Reduced
4015
DI
DDFG Inc
California
$267K -$4.38K 1 0.05% Reduced
4016
CPA
Cathy Pareto & Associates
Florida
$267K $0 1 0.16% Maintained
4017
EPW
Elevated Private Wealth
Wisconsin
$266K +$252K 1 0.25% New
4018
FNWA
Financial Network Wealth Advisors
Utah
$266K -$3.18K 1 0.27% Reduced
4019
GC
GatePass Capital
Ohio
$266K +$251K 1 0.1% New
4020
Optiver Holding
Optiver Holding
Netherlands
$266K +$62.4K 4 0% Increased
4021
ACM
Academy Capital Management
Texas
$265K +$251K 1 0.04% New
4022
ACA
Ackerman Capital Advisors
Texas
$265K $0 1 0.05% Maintained
4023
EWM
Evolution Wealth Management
Florida
$265K +$22.7K 1 0.16% Increased
4024
HI
Hendershot Investments
Virginia
$265K -$1.19K 1 0.03% Reduced
4025
KWM
Kiker Wealth Management
Georgia
$265K +$1.19K 1 0.1% Increased