← 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
$235K $0 1 0.02% Maintained
527
Evercore Wealth Management
Evercore Wealth Management
New York
$234K -$287K 1 0.01% Reduced
528
LPL Financial
LPL Financial
California
$233K +$4.4K 1 0% Increased
529
ZF
Zhang Financial
Michigan
$233K $0 1 0.13% Maintained
530
NIT
NumerixS Investment Technologies
British Columbia, Canada
$230K -$291K 2 0.03% Reduced
531
ID
Integral Derivatives
New York
$228K +$228K 1 0% New
532
EP Wealth Advisors
EP Wealth Advisors
California
$226K -$4.33K 1 0.04% Reduced
533
MCTIC
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$226K -$86.6K 1 0.05% Reduced
534
Silvercrest Asset Management
Silvercrest Asset Management
New York
$225K +$11.9K 1 0% Increased
535
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$222K +$247K 1 0.03% New
536
CCA
Checchi Capital Advisers
California
$222K +$45.3K 1 0.03% Increased
537
SI
SII Investments
Wisconsin
$222K -$77.5K 1 0.02% Reduced
538
IIC
Integrated Investment Consultants
Michigan
$219K -$133 1 0.11% Reduced
539
Covington Capital Management
Covington Capital Management
California
$218K -$17.3K 1 0.02% Reduced
540
MAM
Mizuho Asset Management
Japan
$216K -$56.5K 1 0.05% Reduced
541
SCG
Sonata Capital Group
Washington
$216K $0 1 0.18% Maintained
542
EDRS
Edmond de Rothschild (Suisse)
Switzerland
$212K -$238K 1 0.07% Reduced
543
PGIM
Pacific Global Investment Management
California
$211K $0 1 0.05% Maintained
544
Barings
Barings
North Carolina
$204K -$33.4K 1 0.01% Reduced
545
GC
Gruss & Co
Florida
$204K +$217K 1 0.25% New
546
AW
ACG Wealth
Georgia
$203K -$18K 1 0.04% Reduced
547
DF Dent & Co
DF Dent & Co
Maryland
$203K $0 1 0.01% Maintained
548
ANRIA
American National Registered Investment Advisor
Texas
$202K $0 1 0.09% Maintained
549
VIA
Vantage Investment Advisors
Pennsylvania
$201K $0 2 0.09% Maintained
550
MNBTD
Moody National Bank Trust Division
Texas
$199K $0 1 0.01% Maintained