← 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
1226
KCM
Kathmere Capital Management
Pennsylvania
$5.65M +$159K 1 0.3% Increased
1227
Grimes & Company
Grimes & Company
Massachusetts
$5.63M +$298K 1 0.12% Increased
1228
PIA
Pinion Investment Advisors
Kansas
$5.62M +$179K 1 1.07% Increased
1229
MAP
Moody Aldrich Partners
Massachusetts
$5.62M +$5.22M 1 1.01% New
1230
CFP
Catalyst Financial Partners
Massachusetts
$5.6M -$85.5K 1 0.56% Reduced
1231
LWM
Lyell Wealth Management
California
$5.6M +$3.23M 1 0.34% Increased
1232
DAMU
Deltroit Asset Management (UK)
$5.6M +$5.3M 1 0.81% New
1233
CWM
CCG Wealth Management
California
$5.6M +$308K 1 1.3% Increased
1234
PIA
Powell Investment Advisors
Florida
$5.59M -$43K 1 1.77% Reduced
1235
WIS
Wright Investors Service
Connecticut
$5.58M +$376K 1 1.52% Increased
1236
MW
MBL Wealth
North Carolina
$5.57M +$217K 1 0.38% Increased
1237
IFG Advisory
IFG Advisory
Georgia
$5.55M +$5.26M 3 0.19% Increased
1238
Sageworth Trust
Sageworth Trust
Pennsylvania
$5.54M +$238K 1 0.22% Increased
1239
GCA
Gradient Capital Advisors
California
$5.54M -$171K 1 1.28% Reduced
1240
PIA
Prakash Investment Advisors
Massachusetts
$5.52M -$865K 1 3.17% Reduced
1241
MA
MONECO Advisors
Connecticut
$5.52M +$176K 2 0.34% Increased
1242
BIP Wealth
BIP Wealth
Georgia
$5.52M +$1.72M 2 0.16% Increased
1243
CIP
Convergence Investment Partners
Florida
$5.47M +$1.17M 2 0.52% Increased
1244
AF
Ally Financial
Michigan
$5.47M +$5.17M 1 0.71% New
1245
AA
Aire Advisors
California
$5.46M -$6.76K 1 0.89% Reduced
1246
Douglass Winthrop Advisors
Douglass Winthrop Advisors
New York
$5.45M +$32.2K 1 0.09% Increased
1247
JSAM
J. Safra Asset Management
New York
$5.45M -$318K 1 0.25% Reduced
1248
MSR
Main Street Research
Connecticut
$5.44M +$241K 1 0.26% Increased
1249
OGC
Oak Grove Capital
New Hampshire
$5.44M +$4.91M 1 0.26% Increased
1250
BCM
BluePath Capital Management
Georgia
$5.44M +$113K 1 2.98% Increased