← 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
CWM
Concentrum Wealth Management
California
$256K +$199K 1 0.29% New
777
CA
Claro Advisors
Massachusetts
$255K +$198K 1 0.2% New
778
RAM
Riggs Asset Management
Pennsylvania
$253K +$195K 2 0.1% Increased
779
NFG
Nadler Financial Group
Illinois
$252K +$196K 1 0.06% New
780
AAP
Ardsley Advisory Partners
Connecticut
$251K +$195K 1 0.04% New
781
BPWA
Beacon Pointe Wealth Advisors
California
$250K -$139K 1 0.05% Reduced
782
BLAM
Bourne Lent Asset Management
New York
$247K +$192K 1 0.12% New
783
ZWJ Investment Counsel
ZWJ Investment Counsel
Georgia
$244K +$190K 1 0.02% New
784
CWA
Clarity Wealth Advisors
California
$243K +$189K 1 0.2% New
785
DOA
D'Orazio & Associates
Virginia
$242K +$115K 1 0.07% Increased
786
Fiduciary Trust
Fiduciary Trust
Massachusetts
$241K -$98.9K 1 0.01% Reduced
787
FFBTD
First Financial Bank - Trust Division
Ohio
$239K +$186K 1 0.03% New
788
Merit Financial Group
Merit Financial Group
Georgia
$239K +$186K 1 0.02% New
789
LWM
Lyell Wealth Management
California
$238K +$185K 1 0.06% New
790
TCM
Telos Capital Management
California
$238K +$185K 1 0.05% New
791
ZCA
Zeke Capital Advisors
Pennsylvania
$238K +$185K 1 0.02% New
792
Dakota Wealth Management
Dakota Wealth Management
Florida
$236K +$235K 1 0.04% New
793
TFGT
TS Financial Group (TSFG)
Illinois
$236K $0 1 0.17% Maintained
794
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$236K +$183K 1 0% New
795
MSR
Main Street Research
Connecticut
$234K +$182K 1 0.04% New
796
Grimes & Company
Grimes & Company
Massachusetts
$233K +$181K 1 0.02% New
797
RFM
Royal Fund Management
Florida
$233K +$2.93K 1 0.06% Increased
798
ATWA
Arbor Trust Wealth Advisors
Michigan
$232K +$180K 1 0.2% New
799
PG
Proffitt & Goodson
Tennessee
$232K $0 1 0.05% Maintained
800
NNP
Nachman Norwood & Parrott
South Carolina
$231K $0 1 0.04% Maintained