← 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
601
Empirical Wealth Management
Empirical Wealth Management
Washington
$280K -$5.84K 1 0.04% Reduced
602
CCM
Community Capital Management
Florida
$279K $0 1 0.32% Maintained
603
AMCA
Arthur M. Cohen & Associates
Illinois
$276K +$51.4K 1 0.09% Increased
604
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$275K +$288K 1 0.07% New
605
WCWM
Willow Creek Wealth Management
California
$272K $0 1 0.13% Maintained
606
AR
Advisory Research
Illinois
$270K +$55.8K 1 0.01% Increased
607
CCM
Condor Capital Management
New Jersey
$270K +$282K 1 0.04% New
608
NWP
Northstar Wealth Partners
Connecticut
$270K +$17K 1 0.12% Increased
609
PCM
Palouse Capital Management
Washington
$270K -$2.62K 1 0.1% Reduced
610
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$268K +$280K 1 0.01% New
611
PAS
Partnervest Advisory Services
California
$268K +$51.8K 1 0.11% Increased
612
NFG
Next Financial Group
Texas
$264K +$221K 2 0.03% Increased
613
CPO
Cerity Partners OCIO
New York
$263K +$104K 1 0.01% Increased
614
Fiduciary Trust
Fiduciary Trust
Massachusetts
$263K -$64.2K 1 0.01% Reduced
615
Rockefeller Capital Management
Rockefeller Capital Management
New York
$260K +$210K 2 0% Increased
616
SAM
Seelaus Asset Management
New Jersey
$259K +$247K 1 0.23% New
617
RWA
Ropes Wealth Advisors
Massachusetts
$256K $0 1 0.05% Maintained
618
PCMC
Private Capital Management (Colorado)
Colorado
$254K $0 1 0.18% Maintained
619
LWAC
Laurel Wealth Advisors (California)
California
$253K -$481K 1 0.06% Reduced
620
Avidian Wealth Enterprises
Avidian Wealth Enterprises
Texas
$251K +$467 1 0.06% Increased
621
HBK Sorce Advisory
HBK Sorce Advisory
Pennsylvania
$251K +$51.1K 1 0.02% Increased
622
CCA
Checchi Capital Advisers
California
$250K -$21.7K 1 0.03% Reduced
623
CF
Centaurus Financial
California
$249K +$165K 1 0.04% Increased
624
SRC
Shufro Rose & Co
New York
$249K +$23.3K 1 0.02% Increased
625
FRM
Fox Run Management
Connecticut
$247K +$34.1K 1 0.16% Increased