← 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
HL Financial Services
HL Financial Services
Kentucky
$453K +$42.4K 1 0.01% Increased
527
Grimes & Company
Grimes & Company
Massachusetts
$452K $0 1 0.04% Maintained
528
PAA
Peregrine Asset Advisers
Oregon
$451K -$547K 1 0.23% Reduced
529
SMFS
Squar Milner Financial Services
California
$447K +$417K 1 0.54% New
530
YWP
YorkBridge Wealth Partners
New York
$444K +$13K 1 0.21% Increased
531
Parallel Advisors
Parallel Advisors
California
$443K -$20.9K 3 0.07% Reduced
532
TIAA FSB
TIAA FSB
Florida
$443K -$101K 1 0% Reduced
533
Jacobson & Schmitt Advisors
Jacobson & Schmitt Advisors
Wisconsin
$442K +$9.8K 1 0.3% Increased
534
Wealthspire Advisors (Maryland)
Wealthspire Advisors (Maryland)
Maryland
$440K +$52K 1 0.04% Increased
535
Tiedemann Advisors
Tiedemann Advisors
New York
$439K +$460K 1 0.03% New
536
MAI Capital Management
MAI Capital Management
Ohio
$436K $0 1 0.02% Maintained
537
Summit Trail Advisors
Summit Trail Advisors
New York
$436K +$424K 3 0.06% New
538
Choreo LLC
Choreo LLC
Illinois
$435K $0 1 0.05% Maintained
539
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
$435K -$6.32M 1 0.01% Reduced
540
Checchi Capital Advisers
Checchi Capital Advisers
California
$434K +$225K 1 0.06% Increased
541
IFC Holdings
IFC Holdings
Florida
$427K +$67.5K 1 0.03% Increased
542
WMS Partners
WMS Partners
Maryland
$425K +$11.7K 1 0.05% Increased
543
CBOA
Commonwealth Bank of Australia
Australia
$421K -$24.5K 1 0% Reduced
544
Vanguard Capital Wealth Advisors
Vanguard Capital Wealth Advisors
Colorado
$420K +$440K 1 0.53% New
545
BA
Birinyi Associates
Connecticut
$420K +$48.9K 1 0.19% Increased
546
DII
Domini Impact Investments
New York
$417K -$156K 2 8.55% Reduced
547
GSA Capital Partners
GSA Capital Partners
United Kingdom
$416K -$10.3M 2 0.03% Reduced
548
CL
CSS LLC
Illinois
$413K +$432K 1 0.02% New
549
MWP
MYCIO Wealth Partners
Pennsylvania
$412K $0 1 0.04% Maintained
550
Natixis
Natixis
France
$409K -$375K 1 0% Reduced