← 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
Wilmington Savings Fund Society
Wilmington Savings Fund Society
Delaware
$314K -$61.2K 1 0.02% Reduced
552
LC
Lourd Capital
California
$309K +$365K 1 0.02% New
553
Covington Capital Management
Covington Capital Management
California
$307K -$73.4K 1 0.02% Reduced
554
HIC
Holderness Investments Company
North Carolina
$303K -$6.25K 1 0.14% Reduced
555
RWA
Ropes Wealth Advisors
Massachusetts
$303K +$38.4K 1 0.07% Increased
556
DBT
Dubuque Bank & Trust
Iowa
$301K +$306K 2 0.05% Increased
557
NWP
Northstar Wealth Partners
Connecticut
$301K -$65.3K 1 0.14% Reduced
558
VRM
Vectors Research Management
New York
$301K +$280K 1 0.19% New
559
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia
Sweden
$299K -$344K 1 0.04% Reduced
560
Grimes & Company
Grimes & Company
Massachusetts
$296K -$24.4K 1 0.02% Reduced
561
MAI Capital Management
MAI Capital Management
Ohio
$295K -$13.7K 1 0.02% Reduced
562
Avidian Wealth Enterprises
Avidian Wealth Enterprises
Texas
$293K -$32.8K 1 0.09% Reduced
563
ML
McAdam LLC
Pennsylvania
$293K +$4.06K 1 0.11% Increased
564
OI
Oakbrook Investments
Illinois
$292K +$16.1K 1 0.02% Increased
565
SAM
SP Asset Management
California
$291K $0 1 0.08% Maintained
566
FCM
Flinton Capital Management
Pennsylvania
$288K +$32.1K 2 0.01% Increased
567
RIM
Regent Investment Management
Kentucky
$287K -$33.1K 1 0.09% Reduced
568
Global Retirement Partners
Global Retirement Partners
California
$285K $0 1 0.06% Maintained
569
PPCM
Pillar Pacific Capital Management
California
$283K $0 1 0.03% Maintained
570
Belpointe Asset Management
Belpointe Asset Management
Nevada
$281K +$133K 2 0.04% Increased
571
Wealthspire Advisors (Maryland)
Wealthspire Advisors (Maryland)
Maryland
$280K -$61.2K 1 0.02% Reduced
572
Homrich & Berg
Homrich & Berg
Georgia
$279K +$24.1K 1 0.02% Increased
573
LSA
L & S Advisors
California
$278K +$15.6K 1 0.04% Increased
574
HPWM
Highland Private Wealth Management
Washington
$272K +$1.25K 1 0.09% Increased
575
FTI
Fiduciary Trust International
Massachusetts
$270K $0 1 0.08% Maintained