← 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
1401
LA
LM Advisors
California
$4.37M +$2.74M 1 0.5% Increased
1402
MSFP
Mark Sheptoff Financial Planning
Connecticut
$4.37M +$300K 2 2.32% Increased
1403
KFA
Kelleher Financial Advisors
New York
$4.36M +$2.27M 1 0.62% Increased
1404
Liontrust Investment Partners
Liontrust Investment Partners
United Kingdom
$4.34M -$9.66M 1 0.06% Reduced
1405
PA
Paragon Advisors
Texas
$4.34M +$1.89M 1 0.91% Increased
1406
ACM
Arlington Capital Management
Illinois
$4.33M +$4.03M 1 2.7% New
1407
MWM
M3 Wealth Management
Ohio
$4.33M +$45.3K 1 2.81% Increased
1408
TFS
Thoroughbred Financial Services
Tennessee
$4.33M +$85.1K 1 0.21% Increased
1409
RPC
Rossmore Private Capital
Connecticut
$4.32M +$33.8K 1 0.35% Increased
1410
HA
Herold Advisors
New York
$4.32M +$63.2K 1 0.85% Increased
1411
FWA
FSM Wealth Advisors
Ohio
$4.32M -$124K 1 0.46% Reduced
1412
CFD
Creative Financial Designs
Indiana
$4.31M +$230K 2 0.21% Increased
1413
MAWA
Moss Adams Wealth Advisors
Washington
$4.31M +$125K 1 0.27% Increased
1414
OWP
ORG Wealth Partners
Texas
$4.31M +$882K 2 0.65% Increased
1415
PPWM
Paragon Private Wealth Management
Kentucky
$4.31M +$25.5K 1 1.13% Increased
1416
CBA
Coastal Bridge Advisors
Connecticut
$4.31M +$55.7K 1 0.27% Increased
1417
AC
Avant Capital
Louisiana
$4.31M +$190K 1 2.7% Increased
1418
FBB
Fulton Breakefield Broenniman
Maryland
$4.29M -$881K 1 0.25% Reduced
1419
Kestra Investment Management
Kestra Investment Management
Texas
$4.29M -$107K 1 0.08% Reduced
1420
Betterment LLC
Betterment LLC
New York
$4.27M +$682K 1 0.01% Increased
1421
KHCM
Kirtland Hills Capital Management
Ohio
$4.27M +$795 1 1.21% Increased
1422
KFP
KMG Fiduciary Partners
Ohio
$4.27M +$87.9K 1 0.4% Increased
1423
HVCM
Hel Ved Capital Management
Hong Kong
$4.27M -$2.22M 2 0.31% Reduced
1424
FMLI
Fukoku Mutual Life Insurance
Japan
$4.26M +$379K 1 0.25% Increased
1425
ZIG
Zullo Investment Group
Pennsylvania
$4.26M +$3.18K 1 1.45% Increased