← 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
701
Victory Capital Management
Victory Capital Management
Texas
$188K +$186K 1 0% New
702
PAM
Paradigm Asset Management
New York
$188K -$355K 1 0.05% Reduced
703
FIB
First Interstate Bank
Montana
$181K $0 2 0.04% Maintained
704
FANJ
Financial Architects (New Jersey)
New Jersey
$176K -$9.69K 3 0.03% Reduced
705
Huntington National Bank
Huntington National Bank
Ohio
$174K +$13.8K 2 0% Increased
706
CAW
Cornerstone Advisors (Washington)
Washington
$171K +$34.6K 1 0.12% Increased
707
SA
SRH Advisors
Kansas
$171K $0 1 0.72% Maintained
708
RFA
Reilly Financial Advisors
California
$168K $0 1 0.03% Maintained
709
CCIA
Campbell & Co Investment Adviser
Maryland
$167K +$151K 1 0.13% New
710
FCM
Flinton Capital Management
Pennsylvania
$165K +$16.4K 2 0.01% Increased
711
Kingsview Wealth Management
Kingsview Wealth Management
Oregon
$165K +$46.7K 1 0.07% Increased
712
PP
PDT Partners
New York
$165K +$150K 1 0.01% New
713
DSN
D. Scott Neal
Kentucky
$163K $0 1 0.1% Maintained
714
ZB
Zions Bancorporation
Utah
$160K +$152K 2 0.02% Increased
715
DSI
Daiwa SB Investments
Japan
$158K -$272K 1 0.04% Reduced
716
BI
Bramshill Investments
Florida
$157K +$159K 1 0.05% New
717
FPFS
First Personal Financial Services
North Carolina
$155K +$134K 2 0.03% Increased
718
EWM
Edge Wealth Management
New York
$153K -$25.6K 1 0.05% Reduced
719
Pathstone Family Office
Pathstone Family Office
New Jersey
$153K -$86.5K 1 0.14% Reduced
720
PPCM
Pillar Pacific Capital Management
California
$152K $0 1 0.02% Maintained
721
SWA
Sutton Wealth Advisors
Florida
$143K $0 1 0.11% Maintained
722
CFA
Carroll Financial Associates
North Carolina
$140K +$15.6K 1 0.02% Increased
723
First Eagle Investment Management
First Eagle Investment Management
New York
$138K $0 1 0% Maintained
724
Arax Advisory Partners
Arax Advisory Partners
Colorado
$135K +$692 1 0.06% Increased
725
LWM
Lenox Wealth Management
Ohio
$134K -$20.1K 1 0.05% Reduced