← 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	CK Cohen Klingenstein New York	$12.2M	$0	1	0.53%	Maintained
552	FC Franchise Capital Grand Cayman, Cayman Islands	$12.2M	+$4.77M	1	3.81%	Increased
553	Allworth Financial Folsom, California	$12.1M	+$843K	5	0.1%	Increased
554	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$12.1M	+$211K	2	0.66%	Increased
555	Veritable Wilmington, Delaware	$12.1M	-$5.15M	2	0.19%	Reduced
556	TCM Twin Capital Management Mcmurray, Pennsylvania	$12M	-$1.27M	1	1.57%	Reduced
557	GIM Growth Interface Management Orlando, Florida	$12M	-$800K	1	9.05%	Reduced
558	Parallel Advisors San Francisco, California	$12M	+$36.8K	7	0.39%	Increased
559	Driehaus Capital Management Chicago, Illinois	$12M	+$10.1M	1	0.15%	New
560	Western Wealth Management Golden, Colorado	$11.9M	-$528K	2	1.02%	Reduced
561	AA Apriem Advisors Irvine, California	$11.9M	-$1.43M	1	1.79%	Reduced
562	FTDI First Trust Direct Indexing Boston, Massachusetts	$11.9M	-$121K	1	1.33%	Reduced
563	EP Wealth Advisors Torrance, California	$11.9M	+$19.6M	2	0.17%	Increased
564	Harvest Fund Management Beijing, China	$11.8M	+$808K	1	2.37%	Increased
565	Valeo Financial Advisors Carmel, Indiana	$11.7M	-$2.76M	2	0.54%	Reduced
566	MSFS Main Street Financial Solutions Newtown, Pennsylvania	$11.7M	+$333K	1	1.57%	Increased
567	Penserra Capital Management Orinda, California	$11.7M	+$2.77M	3	0.23%	Increased
568	Badgley Phelps Wealth Managers Seattle, Washington	$11.6M	-$139K	1	0.38%	Reduced
569	Oversea-Chinese Banking Corp (OCBC) Singapore	$11.6M	+$6.65M	1	0.56%	Increased
570	MAI Capital Management Independence, Ohio	$11.6M	+$1.37M	1	0.17%	Increased
571	First National Trust Hermitage, Pennsylvania	$11.5M	+$387K	1	0.53%	Increased
572	CCA Checchi Capital Advisers Beverly Hills, California	$11.5M	+$195K	1	1.03%	Increased
573	JWCA J.W. Cole Advisors Tampa, Florida	$11.5M	-$240K	2	0.82%	Reduced
574	TI TTP Investments San Jose, California	$11.4M	+$2.45M	1	7.54%	Increased
575	CFG Cooper Financial Group Irvine, California	$11.2M	+$52.2K	1	2.78%	Increased