← 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
576
FTI
Fiduciary Trust International
Massachusetts
$350K $0 1 0.1% Maintained
577
HPWM
Highland Private Wealth Management
Washington
$350K +$311K 1 0.12% New
578
KJWM
Kiley Juergens Wealth Management
Washington
$350K +$312K 1 0.31% New
579
RWA
Ropes Wealth Advisors
Massachusetts
$350K +$2.44K 1 0.09% Increased
580
PEAK6 Group
PEAK6 Group
Illinois
$346K -$30.7M 1 0% Reduced
581
LSA
L & S Advisors
California
$343K $0 1 0.06% Maintained
582
Sequoia Financial Advisors
Sequoia Financial Advisors
Ohio
$339K +$2.74K 1 0.04% Increased
583
Homrich & Berg
Homrich & Berg
Georgia
$335K +$298K 1 0.02% New
584
NFG
Nations Financial Group
Iowa
$334K $0 1 0.28% Maintained
585
RCM
Riverhead Capital Management
Delaware
$334K $0 2 0.01% Maintained
586
ACM
Alpha Capital Management
Texas
$332K +$295K 1 0.14% New
587
ML
McAdam LLC
Pennsylvania
$329K -$305 1 0.13% Reduced
588
Miracle Mile Advisors
Miracle Mile Advisors
California
$326K -$15.5K 1 0.03% Reduced
589
PC
Periscope Capital
Ontario, Canada
$326K +$290K 1 0.07% New
590
Prospera Financial Services
Prospera Financial Services
Texas
$325K -$2.74K 1 0.04% Reduced
591
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$324K +$291K 1 0.06% New
592
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$321K -$9.14K 1 0% Reduced
593
AP
Appleton Partners
Massachusetts
$319K $0 1 0.05% Maintained
594
Davenport & Co
Davenport & Co
Virginia
$316K -$18.3K 1 0% Reduced
595
Sculptor Capital
Sculptor Capital
New York
$315K +$389K 1 0% New
596
HM Payson & Co
HM Payson & Co
Maine
$313K +$277K 1 0.01% New
597
ATFA
All Terrain Financial Advisors
Minnesota
$312K +$21.3K 1 0.14% Increased
598
Gofen & Glossberg
Gofen & Glossberg
Illinois
$311K -$1.83K 1 0.01% Reduced
599
ZIM
ZPR Investment Management
Florida
$311K $0 1 0.42% Maintained
600
WA
Wealth Architects
California
$310K -$15.5K 1 0.1% Reduced