← 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
526
Washington Trust
Washington Trust
Rhode Island
$264K -$11.4K 1 0.02% Reduced
527
LC
Lourd Capital
California
$262K +$789 1 0.03% Increased
528
AW
ACG Wealth
Georgia
$261K -$1.97M 1 0.06% Reduced
529
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$260K -$4.75K 1 0.01% Reduced
530
MC
Menta Capital
California
$260K -$449K 1 0.04% Reduced
531
BOK Financial
BOK Financial
Oklahoma
$259K +$20.1K 1 0.01% Increased
532
CHP
Cable Hill Partners
Oregon
$257K $0 1 0.19% Maintained
533
ICAS
Investors Capital Advisory Services
Massachusetts
$257K -$80.7K 1 0.05% Reduced
534
Brighton Jones LLC
Brighton Jones LLC
Washington
$257K +$220K 1 0.05% New
535
SI
SII Investments
Wisconsin
$255K +$29.6K 1 0.02% Increased
536
VFS
VSR Financial Services
Kansas
$254K +$17.8K 1 0.03% Increased
537
FMBTD
First Midwest Bank Trust Division
Illinois
$253K -$516 1 0.03% Reduced
538
MCM
Murphy Capital Management
New Jersey
$252K +$217K 1 0.04% New
539
EDRAML
Edmond de Rothschild Asset Management (Luxembourg)
Luxembourg
$249K -$191K 2 0.19% Reduced
540
People's United Financial
People's United Financial
Connecticut
$249K -$85.6K 1 0.01% Reduced
541
SCG
Sonata Capital Group
Washington
$243K $0 1 0.21% Maintained
542
CFA
Capstone Financial Advisors
Illinois
$242K +$208K 1 0.1% New
543
HighPoint Advisor Group
HighPoint Advisor Group
Illinois
$242K +$188K 1 0.15% New
544
Silvercrest Asset Management
Silvercrest Asset Management
New York
$241K $0 1 0% Maintained
545
LWAC
Laurel Wealth Advisors (California)
California
$238K +$205K 1 0.12% New
546
Barings
Barings
North Carolina
$234K +$217K 1 0.01% New
547
VIA
Vantage Investment Advisors
Pennsylvania
$233K +$10.9K 2 0.1% Increased
548
CIM
CIM Investment Management
Pennsylvania
$231K +$29.6K 1 0.1% Increased
549
YMRC
Yorktown Management & Research Company
Virginia
$230K $0 1 0.04% Maintained
550
DF Dent & Co
DF Dent & Co
Maryland
$228K $0 1 0.01% Maintained