← 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
1101
Itau Unibanco Holding S.A.
Itau Unibanco Holding S.A.
Brazil
$7.13M +$1.69M 1 0.14% Increased
1102
AF
Advisornet Financial
Minnesota
$7.12M +$177K 2 0.33% Increased
1103
BCA
Bay Colony Advisors
Massachusetts
$7.11M +$366K 1 0.79% Increased
1104
DLCIG
D.L. Carlson Investment Group
New Hampshire
$7.11M +$600K 1 1.13% Increased
1105
Valmark Advisers
Valmark Advisers
Ohio
$7.11M +$56.9K 1 0.08% Increased
1106
TWP
Tempus Wealth Planning
California
$7.1M +$251K 1 1.39% Increased
1107
CP
CenterBook Partners
Connecticut
$7.1M +$2.02M 3 0.35% Increased
1108
LWA
Lineweaver Wealth Advisors
Ohio
$7.09M +$574K 1 0.84% Increased
1109
LFA
Legacy Financial Advisors
Kentucky
$7.09M +$331K 1 0.86% Increased
1110
Masters Capital Management
Masters Capital Management
Georgia
$7.06M +$8.34M 1 0.18% New
1111
BAG
Bridgewealth Advisory Group
California
$7.04M +$940K 1 1.33% Increased
1112
Avantax Planning Partners
Avantax Planning Partners
Iowa
$7.04M +$247K 1 0.18% Increased
1113
PPA
Pacific Point Advisors
California
$7.03M +$139K 1 3.21% Increased
1114
LTI
Laffer Tengler Investments
Tennessee
$7.02M +$88.7K 1 0.9% Increased
1115
DAM
Deltec Asset Management
New York
$7.02M +$264K 1 1.04% Increased
1116
LPT
Legacy Private Trust
Wisconsin
$6.99M -$5.57K 1 0.39% Reduced
1117
LWP
LMG Wealth Partners
Louisiana
$6.99M +$1.01M 1 1.12% Increased
1118
HighPoint Advisor Group
HighPoint Advisor Group
Illinois
$6.98M +$272K 1 0.25% Increased
1119
Spire Wealth Management
Spire Wealth Management
Virginia
$6.94M -$417K 3 0.21% Reduced
1120
Welch Group
Welch Group
Alabama
$6.93M -$93.5K 1 0.24% Reduced
1121
MWM
Maridea Wealth Management
New York
$6.93M +$1.86M 1 0.75% Increased
1122
ATS
Ashton Thomas Securities
New York
$6.92M +$972K 1 1.02% Increased
1123
VFG
Victory Financial Group
Texas
$6.91M +$446K 1 0.72% Increased
1124
PP
PDS Planning
Ohio
$6.9M +$254K 1 0.4% Increased
1125
QL
Quarry LP
New York
$6.88M +$7.83M 9 0.57% Increased