← 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	BP Bandera Partners New York	$9.42M	$0	1	3.71%	Maintained
552	NL NWAM LLC Mercer Island, Washington	$9.31M	+$3.71M	1	0.86%	Increased
553	MSFS Main Street Financial Solutions Newtown, Pennsylvania	$9.3M	+$197K	1	1.2%	Increased
554	SFI Siemens Fonds Invest Munich, Germany	$9.3M	-$465K	1	0.99%	Reduced
555	Lincoln National Corp Radnor, Pennsylvania	$9.3M	+$1M	1	0.22%	Increased
556	AIM Aurora Investment Managers Naples, Florida	$9.29M	+$376K	1	8.97%	Increased
557	G GenTrust Miami, Florida	$9.24M	-$81.1K	1	0.76%	Reduced
558	CCM Conway Capital Management Burbank, California	$9.23M	-$414K	1	8.25%	Reduced
559	Merewether Investment Management Dallas, Texas	$9.2M	-$751K	2	1.19%	Reduced
560	KOCAA Knights of Columbus Asset Advisors New Haven, Connecticut	$9.2M	-$156K	1	0.92%	Reduced
561	HBK Investments Dallas, Texas	$9.19M	-$402K	1	0.05%	Reduced
562	Sumitomo Life Insurance Tokyo, Japan	$9.14M	+$229K	2	0.26%	Increased
563	MI MMCAP International Grand Cayman, Cayman Islands	$9.13M	$0	1	0.73%	Maintained
564	KFGK Keystone Financial Group (Kentucky) Lexington, Kentucky	$9.13M	+$409K	1	1.81%	Increased
565	AWM Altium Wealth Management Purchase, New York	$9.04M	+$2.8M	2	0.65%	Increased
566	Eastern Bank Boston, Massachusetts	$9.01M	+$92.5K	1	0.48%	Increased
567	EP Edgestream Partners Princeton, New Jersey	$8.98M	+$8.1M	1	0.71%	Increased
568	NWM Nicola Wealth Management Vancouver, British Columbia, Canada	$8.98M	+$911K	3	0.86%	Increased
569	Calamos Wealth Management Naperville, Illinois	$8.93M	+$925K	1	0.79%	Increased
570	NIMI Natixis Investment Managers International Paris, France	$8.93M	+$4.26M	2	0.18%	Increased
571	I INVST Indianapolis, Indiana	$8.81M	-$1.93M	2	1.36%	Reduced
572	JWCA J.W. Cole Advisors Tampa, Florida	$8.78M	+$552K	2	0.7%	Increased
573	FC Franchise Capital Grand Cayman, Cayman Islands	$8.76M	+$2.07M	1	2.93%	Increased
574	PAG Private Advisory Group Redmond, Washington	$8.75M	+$7.6M	1	1.98%	Increased
575	Belpointe Asset Management Reno, Nevada	$8.74M	+$6.54M	1	0.59%	Increased