← 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
PWAG
Polaris Wealth Advisory Group
California
$347K +$220K 1 0.02% New
702
JWBC
John W. Brooker & Co
California
$344K +$267K 1 0.22% New
703
SW
SVB Wealth
Massachusetts
$344K +$268K 1 0.01% New
704
MFS
Madrona Financial Services
Washington
$342K -$4.88K 1 0.25% Reduced
705
PIA
Perennial Investment Advisors
California
$342K +$266K 1 0.27% New
706
BCM
Bienville Capital Management
New York
$341K +$265K 1 0.09% New
707
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$340K -$10K 1 0.01% Reduced
708
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$338K -$11.4K 1 0.01% Reduced
709
Hancock Whitney
Hancock Whitney
Mississippi
$337K +$1.66K 1 0.01% Increased
710
LC
Lavaca Capital
Texas
$335K +$260K 1 0.26% New
711
MSS
Mitchell Sinkler & Starr
Pennsylvania
$335K +$260K 1 0.36% New
712
Miracle Mile Advisors
Miracle Mile Advisors
California
$334K +$260K 1 0.02% New
713
PPCM
Pillar Pacific Capital Management
California
$334K $0 1 0.03% Maintained
714
TPWA
TRUE Private Wealth Advisors
Oregon
$334K +$260K 1 0.05% New
715
AWM
Absher Wealth Management
North Carolina
$331K +$190K 1 0.08% New
716
SignatureFD
SignatureFD
Georgia
$331K -$47.1K 2 0.02% Reduced
717
Acadian Asset Management
Acadian Asset Management
Massachusetts
$328K -$1.23M 2 0% Reduced
718
VCP
Verus Capital Partners
Arizona
$327K +$254K 2 0.11% New
719
PWLP
Prio Wealth Limited Partnership
Massachusetts
$326K +$254K 1 0.01% New
720
LIA
LS Investment Advisors
Michigan
$323K -$3.05K 2 0.02% Reduced
721
SAM
Securian Asset Management
Minnesota
$322K -$31.9K 1 0.01% Reduced
722
CWM
Centric Wealth Management
Illinois
$319K -$81.3K 1 0.25% Reduced
723
SNS Financial Group
SNS Financial Group
Minnesota
$318K $0 1 0.06% Maintained
724
VFA
Voya Financial Advisors
Connecticut
$318K -$29.3K 1 0.02% Reduced
725
GJIC
Gamble Jones Investment Counsel
California
$316K +$246K 1 0.02% New