← 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
1326
CIS
Connors Investor Services
Pennsylvania
$4.9M -$893K 2 0.42% Reduced
1327
TC
TownSquare Capital
Utah
$4.89M +$713K 1 0.9% Increased
1328
RSF
Rik Saylor Financial
Ohio
$4.88M +$4.62M 1 3.23% New
1329
KWM
Keebeck Wealth Management
Illinois
$4.88M +$561K 1 0.48% Increased
1330
LAM
Lynch Asset Management
Pennsylvania
$4.88M $0 1 1.33% Maintained
1331
MCA
MSH Capital Advisors
Arizona
$4.87M +$115K 1 0.85% Increased
1332
AWM
Aprio Wealth Management
Georgia
$4.86M -$437K 1 0.24% Reduced
1333
QC
Quent Capital
New York
$4.85M +$104K 3 0.3% Increased
1334
FCM
Fortis Capital Management
Washington
$4.85M -$5.87M 1 0.54% Reduced
1335
MIA
MainStreet Investment Advisors
Illinois
$4.85M +$398 1 0.66% Increased
1336
SSI
Scott & Selber Inc
Texas
$4.84M -$1.19K 1 1.02% Reduced
1337
LCM
Legato Capital Management
California
$4.83M -$3.58M 1 0.4% Reduced
1338
AWC
Abundance Wealth Counselors
Pennsylvania
$4.83M +$1.9M 1 0.31% Increased
1339
MF
Manchester Financial
California
$4.8M +$2.47M 1 0.85% Increased
1340
NI
NCP Inc
California
$4.79M $0 1 6.67% Maintained
1341
GBT
Grove Bank & Trust
Florida
$4.75M -$58.9K 1 0.47% Reduced
1342
WAM
Walker Asset Management
Missouri
$4.75M +$11.9K 1 2.4% Increased
1343
UOIF
University of Illinois Foundation
Illinois
$4.73M $0 1 0.85% Maintained
1344
LWP
LFG Wealth Partners
Kentucky
$4.72M +$635K 1 2.21% Increased
1345
BB
Bell Bank
North Dakota
$4.72M +$28.6K 1 0.18% Increased
1346
WWM
WT Wealth Management
Arizona
$4.7M +$1.25M 1 1.3% Increased
1347
TAP
Tounjian Advisory Partners
Florida
$4.69M +$1.43M 1 2.01% Increased
1348
TW
Tempo Wealth
Ohio
$4.69M +$25.9K 1 0.69% Increased
1349
AWM
Aviso Wealth Management
Washington
$4.69M +$187K 1 1.6% Increased
1350
SIAP
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$4.69M +$54.9K 1 0.78% Increased