← 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
851
Regions Financial Corp
Regions Financial Corp
Alabama
$12.8M -$719K 1 0.08% Reduced
852
Fulton Bank
Fulton Bank
Pennsylvania
$12.8M -$163K 1 0.39% Reduced
853
SWA
Shah Wealth Advisors
California
$12.7M +$12M 1 2.94% New
854
RS
Rakuten Securities
Japan
$12.7M -$146K 1 2.96% Reduced
855
GC
Globeflex Capital
California
$12.7M -$553K 1 1.62% Reduced
856
DC
Defender Capital
North Carolina
$12.6M +$1.65M 1 4.09% Increased
857
IPAM
ICICI Prudential Asset Management
India
$12.6M -$14.7K 1 1.38% Reduced
858
SVWAG
Sound View Wealth Advisors Group
Georgia
$12.5M -$2.02M 1 0.78% Reduced
859
G
GenTrust
Florida
$12.4M +$130K 1 0.48% Increased
860
Advisors Capital Management
Advisors Capital Management
New Jersey
$12.4M -$763K 1 0.13% Reduced
861
SLWA
San Luis Wealth Advisors
California
$12.3M +$1.69M 1 1.86% Increased
862
Longaeva Partners
Longaeva Partners
Illinois
$12.3M +$11.5M 3 0.27% Increased
863
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$12.2M +$11.4M 1 0.34% New
864
RCA
Riverview Capital Advisers
Massachusetts
$12.2M -$67.6K 1 3.51% Reduced
865
BP
Bandera Partners
New York
$12.1M $0 1 4.28% Maintained
866
MIC
Means Investment Company
Maine
$12.1M +$631K 1 0.92% Increased
867
AG
Ascent Group
Virginia
$12M +$418K 1 0.36% Increased
868
Seizert Capital Partners
Seizert Capital Partners
Michigan
$12M +$1.8M 1 0.5% Increased
869
BWM
BNC Wealth Management
Oregon
$11.9M +$63.6K 1 2.88% Increased
870
Avior Wealth Management
Avior Wealth Management
Nebraska
$11.8M +$672K 1 0.31% Increased
871
SAW
Signal Advisors Wealth
Michigan
$11.8M +$3.29M 2 0.6% Increased
872
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$11.8M +$278K 1 0.06% Increased
873
AWA
Aaron Wealth Advisors
Illinois
$11.7M -$216K 1 0.6% Reduced
874
BRWA
B. Riley Wealth Advisors
Florida
$11.7M +$591K 2 0.63% Increased
875
Susquehanna Fundamental Investments
Susquehanna Fundamental Investments
Pennsylvania
$11.7M +$9.55M 5 0.22% Increased