← 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
776
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$38K -$66K 1 0% Reduced
777
AIM
Anchor Investment Management
South Carolina
$38K +$23.1K 2 0.01% Increased
778
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$36.2K $0 1 0% Maintained
779
LNB
Ledyard National Bank
$36K $0 1 0.01% Maintained
780
Rockefeller Financial Services
Rockefeller Financial Services
New York
$36K $0 1 0% Maintained
781
TCM
TD Capital Management
Tennessee
$36K +$33K 1 0.01% New
782
TC
Trust Company
Kansas
$36K $0 1 0.02% Maintained
783
WA
WealthTrust-Arizona
Arizona
$36K +$2.97K 1 0.02% Increased
784
WC
Whitnell & Co
Illinois
$36K $0 1 0.02% Maintained
785
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$35K $0 2 0% Maintained
786
AW
Alpha Windward
Massachusetts
$31K +$28.1K 1 0.02% New
787
Bartlett & Co
Bartlett & Co
Ohio
$31K $0 1 0% Maintained
788
CAL
Capital Advisors Ltd
Ohio
$30K $0 2 0.01% Maintained
789
PCA
Peddock Capital Advisors
Massachusetts
$30K $0 1 0.02% Maintained
790
First Horizon Advisors
First Horizon Advisors
Tennessee
$28K $0 1 0% Maintained
791
MMG
Monetary Management Group
Missouri
$27K $0 1 0.01% Maintained
792
MFW
Mosaic Family Wealth
Missouri
$27K $0 1 0.01% Maintained
793
MC
Muhlenkamp & Co
Pennsylvania
$27K +$24.8K 1 0.01% New
794
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$26K +$330 1 0% Increased
795
LWA
Lowe Wealth Advisors
Maryland
$26K -$6.6K 1 0.02% Reduced
796
NCM
New Capital Management
Texas
$26K $0 1 0.05% Maintained
797
CFD
Creative Financial Designs
Indiana
$25K +$6.6K 1 0.02% Increased
798
FPFS
First Personal Financial Services
North Carolina
$25K +$2.05K 1 0.01% Increased
799
BWP
Baldwin Wealth Partners
Massachusetts
$24K +$4.95K 1 0% Increased
800
PRS
Pinkerton Retirement Specialists
Idaho
$23K $0 1 0.01% Maintained