← 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
551
PG
Proffitt & Goodson
Tennessee
$337K $0 1 0.16% Maintained
552
MUS
Mitsubishi UFJ Securities
Japan
$331K +$200K 1 1.79% Increased
553
Parallel Advisors
Parallel Advisors
California
$325K +$136K 2 0.06% Increased
554
CG
Clinton Group
New York
$323K -$862K 1 0.02% Reduced
555
Washington Trust
Washington Trust
Rhode Island
$322K $0 1 0.02% Maintained
556
RCAG
Rehmann Capital Advisory Group
Michigan
$321K -$47K 1 0.05% Reduced
557
SIC
Sigma Investment Counselors
Michigan
$321K +$293K 1 0.05% New
558
HWA
HCR Wealth Advisors
California
$320K -$16.5K 1 0.16% Reduced
559
AIM
Alambic Investment Management
California
$316K -$34.3K 1 0.04% Reduced
560
EFS
Essex Financial Services
Connecticut
$315K -$18K 1 0.07% Reduced
561
Davenport & Co
Davenport & Co
Virginia
$315K $0 1 0% Maintained
562
Sculptor Capital
Sculptor Capital
New York
$310K -$1.57M 2 0% Reduced
563
NIMI
Natixis Investment Managers International
France
$306K -$16.8K 1 0.03% Reduced
564
Covington Capital Management
Covington Capital Management
California
$304K $0 1 0.03% Maintained
565
SSB
Sandy Spring Bank
Maryland
$304K $0 2 0.03% Maintained
566
HL Financial Services
HL Financial Services
Kentucky
$298K +$12.7K 1 0.01% Increased
567
FHA
Flagship Harbor Advisors
Massachusetts
$292K -$1.78K 1 0.11% Reduced
568
EP Wealth Advisors
EP Wealth Advisors
California
$289K -$12.7K 1 0.04% Reduced
569
PWLP
Prio Wealth Limited Partnership
Massachusetts
$289K $0 1 0.01% Maintained
570
GP
Girard Partners
Pennsylvania
$285K +$260K 1 0.07% New
571
PGIM
Pacific Global Investment Management
California
$285K +$4.57K 1 0.06% Increased
572
FTI
Fiduciary Trust International
Massachusetts
$284K $0 1 0.1% Maintained
573
BB&T Securities
BB&T Securities
Virginia
$283K +$258K 1 0% New
574
CCA
Checchi Capital Advisers
California
$282K +$257K 1 0.03% New
575
ZCA
Zeke Capital Advisors
Pennsylvania
$281K -$38.1K 1 0.06% Reduced