← 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
Diversified Trust
Diversified Trust
Tennessee
$677K +$199K 1 0.03% Increased
552
AWA
Arete Wealth Advisors
Illinois
$675K +$27K 1 0.12% Increased
553
Moore Capital Management
Moore Capital Management
New York
$675K +$524K 1 0.02% New
554
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$670K -$23.1K 1 0.01% Reduced
555
BAM
Blueshift Asset Management
New Jersey
$669K +$372K 1 0.08% Increased
556
JCM
JS Capital Management
New York
$669K +$2.93K 1 0.08% Increased
557
AWM
Avitas Wealth Management
California
$667K -$1.3K 1 0.17% Reduced
558
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$661K -$43.3K 1 0.07% Reduced
559
Parallel Advisors
Parallel Advisors
California
$660K -$16.2K 3 0.05% Reduced
560
ACP
Ashfield Capital Partners
California
$656K -$8.46K 1 0.07% Reduced
561
RIA
Realta Investment Advisors
Delaware
$654K +$1.95K 1 0.18% Increased
562
FineMark National Bank & Trust
FineMark National Bank & Trust
Florida
$646K -$39.7K 1 0.03% Reduced
563
TCOV
Trust Company of Vermont
Vermont
$644K +$7.48K 2 0.05% Increased
564
MCC
Malaga Cove Capital
California
$643K -$68.7K 1 0.4% Reduced
565
Kingsview Wealth Management
Kingsview Wealth Management
Oregon
$629K +$489K 1 0.08% New
566
WAM
Weatherly Asset Management
California
$628K $0 1 0.12% Maintained
567
MGO One Seven
MGO One Seven
Ohio
$624K -$61.2K 1 0.16% Reduced
568
CCA
Checchi Capital Advisers
California
$620K +$46.9K 1 0.08% Increased
569
SWM
SeaCrest Wealth Management
New York
$620K +$211K 2 0.1% Increased
570
Independent Advisor Alliance
Independent Advisor Alliance
North Carolina
$619K -$153K 1 0.03% Reduced
571
Rockefeller Capital Management
Rockefeller Capital Management
New York
$616K +$105K 2 0.01% Increased
572
ALAM
Asahi Life Asset Management
Japan
$602K +$469K 1 0.09% New
573
Geneos Wealth Management
Geneos Wealth Management
Colorado
$600K -$222K 1 0.03% Reduced
574
RWM
RBA Wealth Management
California
$599K +$3.25K 1 0.41% Increased
575
Dynamic Advisor Solutions
Dynamic Advisor Solutions
Arizona
$597K -$84.9K 1 0.08% Reduced