← 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
SNT
Security National Trust
West Virginia
$13K $0 1 0% Maintained
852
Advocacy Wealth Management Services
Advocacy Wealth Management Services
Georgia
$12K $0 1 0.01% Maintained
853
Creative Financial Designs
Creative Financial Designs
Indiana
$12K +$11.5K 1 0.01% Increased
854
HFP
Holistic Financial Partners
Indiana
$12K -$18.5K 2 0.01% Reduced
855
Kings Point Capital Management
Kings Point Capital Management
New York
$12K $0 1 0% Maintained
856
SFPIA
Stevens First Principles Investment Advisors
California
$12K +$14.8K 1 0.01% New
857
TAM
Tyers Asset Management
Texas
$12K $0 1 0% Maintained
858
Simon Quick Advisors
Simon Quick Advisors
New Jersey
$11K +$13.2K 1 0% New
859
Asset Dedication LLC
Asset Dedication LLC
California
$10K -$1.32K 1 0.01% Reduced
860
CPA
Clear Perspective Advisors
Illinois
$10K +$12.9K 1 0.01% New
861
NA
Neuburgh Advisers
California
$10K $0 1 0% Maintained
862
RCC
Red Cedar Capital
Nebraska
$10K $0 1 0.01% Maintained
863
Tortoise Capital Advisors
Tortoise Capital Advisors
Kansas
$10K -$660 1 0% Reduced
864
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$9K $0 1 0% Maintained
865
NewSquare Capital
NewSquare Capital
Pennsylvania
$9K $0 1 0% Maintained
866
CKW Financial Group
CKW Financial Group
Hawaii
$8K $0 1 0% Maintained
867
D'Orazio & Associates
D'Orazio & Associates
Virginia
$8K $0 1 0% Maintained
868
Fusion Family Wealth
Fusion Family Wealth
New York
$8K $0 1 0% Maintained
869
Ironwood Financial
Ironwood Financial
Arizona
$8K $0 1 0.01% Maintained
870
MCA
Mercer Capital Advisers
New Jersey
$8K $0 1 0.01% Maintained
871
One Wealth Advisors
One Wealth Advisors
California
$8K +$4.29K 3 0.01% Increased
872
AWM
AllSquare Wealth Management
New York
$7K $0 1 0.01% Maintained
873
Archford Capital Strategies
Archford Capital Strategies
Illinois
$7K +$7.26K 1 0% New
874
CBT
Capital Bank & Trust
California
$7K -$8.25K 1 0% Reduced
875
Chicago Partners Investment Group
Chicago Partners Investment Group
Illinois
$7K $0 1 0% Maintained