← 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
501
BCA
Bay Colony Advisors
Massachusetts
$11.2M +$3.85M 1 2.85% Increased
502
Buckingham Strategic Wealth
Buckingham Strategic Wealth
Missouri
$11.2M +$725K 1 0.22% Increased
503
UMB Bank
UMB Bank
Missouri
$11.1M -$596K 2 0.17% Reduced
504
Sculptor Capital
Sculptor Capital
New York
$11.1M -$634K 2 0.12% Reduced
505
Capula Management
Capula Management
Cayman Islands
$11.1M +$11.1M 1 0.19% Increased
506
CCA
Checchi Capital Advisers
California
$11.1M +$5.14M 1 0.96% Increased
507
Clearstead Advisors
Clearstead Advisors
Ohio
$11M +$2.23M 2 0.86% Increased
508
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$11M +$892K 1 0.25% Increased
509
Optiver Holding
Optiver Holding
Netherlands
$10.9M +$5.6M 1 0.01% Increased
510
Weiss Asset Management
Weiss Asset Management
Massachusetts
$10.8M -$970K 3 0.26% Reduced
511
CCP
Corient Capital Partners
California
$10.8M +$442K 1 0.82% Increased
512
Advisors Asset Management
Advisors Asset Management
Colorado
$10.7M -$1.22M 8 0.19% Reduced
513
FSA
Franklin Street Advisors
North Carolina
$10.7M -$1.64M 1 1.01% Reduced
514
Ameritas Advisory Services
Ameritas Advisory Services
Nebraska
$10.7M +$312K 1 0.62% Increased
515
IAN
Integrated Advisors Network
Texas
$10.6M +$1.67M 1 0.69% Increased
516
TCM
Traynor Capital Management
Pennsylvania
$10.6M +$8.47M 1 1.83% Increased
517
Beacon Pointe Advisors
Beacon Pointe Advisors
California
$10.5M -$1.63M 1 0.22% Reduced
518
MAM
Montanaro Asset Management
United Kingdom
$10.4M -$556K 1 1.57% Reduced
519
AMI
Amica Mutual Insurance
Rhode Island
$10.4M +$1.48M 1 1.32% Increased
520
Atria Investments
Atria Investments
North Carolina
$10.4M +$3.62M 1 0.22% Increased
521
CAN
Claraphi Advisory Network
United States
$10.4M -$301K 1 3.64% Reduced
522
Kestra Private Wealth Services
Kestra Private Wealth Services
Texas
$10.4M -$606K 1 0.59% Reduced
523
Greenleaf Trust
Greenleaf Trust
Michigan
$10.3M -$398K 1 0.16% Reduced
524
AIA Group
AIA Group
Hong Kong
$10.3M -$8.03M 1 0.56% Reduced
525
CK
Cohen Klingenstein
New York
$10.3M $0 1 0.52% Maintained