← 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
ICOA
Investment Centers of America
North Dakota
$476K -$54.7K 1 0.03% Reduced
527
JSA
Jacobson & Schmitt Advisors
Wisconsin
$474K $0 1 0.32% Maintained
528
Parallel Advisors
Parallel Advisors
California
$470K +$56.1K 3 0.08% Increased
529
PCM
Prelude Capital Management
New York
$467K -$822K 1 0.04% Reduced
530
RCAG
Rehmann Capital Advisory Group
Michigan
$455K +$87.6K 1 0.08% Increased
531
WP
WMS Partners
Maryland
$454K $0 1 0.05% Maintained
532
HL Financial Services
HL Financial Services
Kentucky
$452K +$106K 1 0.01% Increased
533
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$447K +$166K 1 0.05% Increased
534
Wilbanks Smith & Thomas Asset Management
Wilbanks Smith & Thomas Asset Management
Virginia
$447K -$86.5K 1 0.04% Reduced
535
GW & Wade
GW & Wade
Massachusetts
$446K +$38.8K 1 0.05% Increased
536
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$442K $0 1 0.01% Maintained
537
YWP
YorkBridge Wealth Partners
New York
$441K -$26K 1 0.23% Reduced
538
PTC
Private Trust Company
Ohio
$440K -$272K 1 0.1% Reduced
539
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$438K -$1.37K 1 0.01% Reduced
540
SI
SII Investments
Wisconsin
$437K +$28K 1 0.03% Increased
541
Wealthspire Advisors (Maryland)
Wealthspire Advisors (Maryland)
Maryland
$425K +$289K 2 0.05% Increased
542
GP
Girard Partners
Pennsylvania
$418K -$1.38K 1 0.09% Reduced
543
HIC
Holderness Investments Company
North Carolina
$417K $0 1 0.22% Maintained
544
PMG
ProVise Management Group
Florida
$415K +$421K 1 0.06% New
545
PG
Proffitt & Goodson
Tennessee
$413K $0 1 0.18% Maintained
546
Mariner
Mariner
Kansas
$412K $0 1 0.02% Maintained
547
LWAC
Laurel Wealth Advisors (California)
California
$411K +$50.2K 1 0.14% Increased
548
BA
Birinyi Associates
Connecticut
$409K -$277K 1 0.19% Reduced
549
MWP
MYCIO Wealth Partners
Pennsylvania
$409K $0 1 0.05% Maintained
550
Lincoln National Corp
Lincoln National Corp
Pennsylvania
$404K +$182K 1 0.02% Increased