← 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
1026	HBK Sorce Advisory Erie, Pennsylvania	$8.22M	-$362K	1	0.16%	Reduced
1027	AA Apriem Advisors Irvine, California	$8.21M	+$633K	1	0.71%	Increased
1028	Quilter Plc London, United Kingdom	$8.2M	+$316K	1	0.12%	Increased
1029	MCM Manchester Capital Management Manchester, Vermont	$8.2M	+$465K	2	1.07%	Increased
1030	MCM McDonough Capital Management Orlando, Florida	$8.2M	+$244K	1	4.1%	Increased
1031	HWP Highline Wealth Partners Sherman Oaks, California	$8.19M	+$391K	1	1.66%	Increased
1032	LAM L2 Asset Management Wayland, Massachusetts	$8.18M	+$1.42M	1	0.85%	Increased
1033	Marsico Capital Management Denver, Colorado	$8.18M	+$7.73M	1	0.21%	New
1034	BCM Bienville Capital Management New York	$8.16M	+$344K	1	1.09%	Increased
1035	SFC Strategic Financial Concepts San Antonio, Texas	$8.15M	-$28.6K	1	2.43%	Reduced
1036	ZBNA Zions Bancorporation, National Association Salt Lake City, Utah	$8.12M	+$1.83M	2	0.49%	Increased
1037	Busey Bank Urbana, Illinois	$8.11M	+$242K	1	0.2%	Increased
1038	UOTTAIMCU University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas	$8.11M	+$1.86M	1	0.94%	Increased
1039	WWM Westwood Wealth Management Los Angeles, California	$8.09M	-$822K	1	2.35%	Reduced
1040	MA Menlo Advisors Menlo Park, California	$8.05M	$0	1	3.53%	Maintained
1041	CF Carlson Financial Canby, Oregon	$8.04M	+$265K	1	4.1%	Increased
1042	UAG United Advisor Group Cincinnati, Ohio	$8.01M	+$192K	1	0.85%	Increased
1043	NCM Novare Capital Management Charlotte, North Carolina	$7.95M	-$29K	1	0.56%	Reduced
1044	ET Equitable Trust Nashville, Tennessee	$7.92M	+$976K	1	0.33%	Increased
1045	MAC Mason & Associates (California) Los Angeles, California	$7.91M	+$83.1K	1	1.28%	Increased
1046	SCP Sivia Capital Partners Mill Valley, California	$7.88M	+$1.44M	2	0.96%	Increased
1047	CWM Cornerstone Wealth Management St. Peters, Missouri	$7.88M	+$20.3K	1	0.34%	Increased
1048	SFO Stenger Family Office Naperville, Illinois	$7.82M	+$203K	1	1.24%	Increased
1049	LOWM Laurel Oak Wealth Management Marlton, New Jersey	$7.8M	+$354K	2	1.14%	Increased
1050	CWG Cornerstone Wealth Group Huntersville, North Carolina	$7.79M	+$2.58M	1	0.46%	Increased