← 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
1301
BCP
BSN Capital Partners
United Kingdom
$5.07M -$33.6M 1 0.23% Reduced
1302
Wedge Capital Management
Wedge Capital Management
North Carolina
$5.07M -$291K 2 0.08% Reduced
1303
SG
Sherry Group
Arkansas
$5.07M +$95.1K 1 4.95% Increased
1304
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$5.06M -$41.8K 1 0.16% Reduced
1305
RSVP
Ramsay Stattman Vela & Price
Colorado
$5.06M $0 1 0.9% Maintained
1306
MCP
Mirador Capital Partners
California
$5.06M +$2.46M 1 0.62% Increased
1307
LA
LVW Advisors
New York
$5.05M +$144K 3 0.44% Increased
1308
SWM
Segment Wealth Management
Texas
$5.03M +$102K 1 0.26% Increased
1309
BSAM
Blue Square Asset Management
New York
$5.01M +$67.2K 1 2.03% Increased
1310
M&G plc
M&G plc
United Kingdom
$5.01M -$5.06M 1 0.02% Reduced
1311
RWM
Revisor Wealth Management
Ohio
$5.01M +$30.6K 2 1.2% Increased
1312
VWM
VCI Wealth Management
Missouri
$5M +$351K 1 1.25% Increased
1313
BL
BFSG LLC
California
$4.99M +$398 2 0.44% Increased
1314
HSA
Hussman Strategic Advisors
Maryland
$4.99M -$4.89M 2 1.15% Reduced
1315
GC
Gilbert & Cook
Iowa
$4.98M +$56.9K 1 0.57% Increased
1316
BTWM
Baker Tilly Wealth Management
Wisconsin
$4.95M -$172K 1 1.05% Reduced
1317
WW
Waterfront Wealth
Kansas
$4.95M +$165K 2 0.77% Increased
1318
NAS
NWF Advisory Services
California
$4.94M +$74K 1 0.46% Increased
1319
MCA
McGuire Capital Advisors
Oklahoma
$4.93M -$2.08M 3 2.69% Reduced
1320
AWM
Adams Wealth Management
Utah
$4.93M +$704K 1 0.94% Increased
1321
CI
CacheTech Inc
Utah
$4.93M +$428K 1 0.8% Increased
1322
CCP
Cane Capital Partners
Louisiana
$4.92M -$166K 1 1.94% Reduced
1323
MLIC
Mandatum Life Insurance Company
Finland
$4.91M $0 1 0.91% Maintained
1324
GM
GeoWealth Management
Illinois
$4.91M +$781K 2 0.15% Increased
1325
UWM
Udine Wealth Management
Florida
$4.91M +$48.9K 1 2.02% Increased