← 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
1001	Hancock Prospecting West Perth, Australia	$8.76M	$0	1	0.15%	Maintained
1002	AIA AssuredPartners Investment Advisors Tampa, Florida	$8.69M	+$141K	1	0.84%	Increased
1003	National Philanthropic Trust Jenkintown, Pennsylvania	$8.68M	+$247K	2	0.13%	Increased
1004	1C 111 Capital Paris, France	$8.67M	+$810K	1	1.49%	Increased
1005	XWM Xcel Wealth Management Holly Hill, Florida	$8.63M	+$623K	1	2.06%	Increased
1006	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$8.61M	+$655K	1	0.1%	Increased
1007	Koshinski Asset Management Decatur, Illinois	$8.61M	+$137K	1	0.46%	Increased
1008	PCP Proficio Capital Partners Newton, Massachusetts	$8.6M	+$4.99M	2	0.31%	Increased
1009	71 West Capital Partners Boston, Massachusetts	$8.57M	+$2.49M	1	0.3%	Increased
1010	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$8.57M	+$42.2K	5	0.58%	Increased
1011	JGC J. Goldman & Co New York	$8.55M	+$8.05M	4	0.22%	Increased
1012	CFP Cascade Financial Partners San Diego, California	$8.52M	+$86.7K	1	0.74%	Increased
1013	SG StoneX Group New York	$8.52M	+$329K	2	0.34%	Increased
1014	Circle Wealth Management Summit, New Jersey	$8.49M	+$591K	1	0.11%	Increased
1015	RWB RMR Wealth Builders Montclair, New Jersey	$8.48M	+$1.6M	1	0.53%	Increased
1016	Advisors Asset Management Monument, Colorado	$8.43M	-$872K	4	0.13%	Reduced
1017	Avidian Wealth Enterprises Houston, Texas	$8.43M	+$822K	1	0.23%	Increased
1018	LW Lauer Wealth Valparaiso, Indiana	$8.37M	-$573K	2	5.02%	Reduced
1019	PTP Platform Technology Partners New York	$8.34M	+$301K	2	1.36%	Increased
1020	Y-Intercept (HK) Hong Kong	$8.3M	+$3.05M	3	0.16%	Increased
1021	IB Intrust Bank Wichita, Kansas	$8.29M	+$17.1K	1	0.61%	Increased
1022	PPWP Premier Path Wealth Partners Madison, New Jersey	$8.28M	+$117K	1	0.95%	Increased
1023	QIM Quest Investment Management Lake Oswego, Oregon	$8.28M	-$2.03M	1	0.97%	Reduced
1024	CCPM Cooper Creek Partners Management New York	$8.26M	+$7.73M	1	0.2%	New
1025	AWM Angeles Wealth Management Santa Monica, California	$8.22M	+$864K	1	0.38%	Increased