← 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
First Horizon Advisors
First Horizon Advisors
Tennessee
$85K +$14.3K 2 0.01% Increased
1402
KWM
Keebeck Wealth Management
Illinois
$84K +$63.3K 1 0.03% New
1403
AFIA
America First Investment Advisors
Nebraska
$80K $0 1 0.03% Maintained
1404
HI
Hoey Investments
Pennsylvania
$80K -$4.87K 1 0.04% Reduced
1405
ZB
Zions Bancorporation
Utah
$80K -$811 1 0.01% Reduced
1406
Smithfield Trust
Smithfield Trust
Pennsylvania
$79K +$45.1K 1 0.01% Increased
1407
PP
PrairieView Partners
Minnesota
$78K $0 1 0.02% Maintained
1408
SIM
Sonora Investment Management
Arizona
$76K -$3.25K 1 0.01% Reduced
1409
WEC
Winslow Evans & Crocker
Massachusetts
$76K +$13K 2 0.02% Increased
1410
TVWM
Tower View Wealth Management
Wisconsin
$75K $0 1 0.05% Maintained
1411
FP
Financial Perspectives
Minnesota
$74.5K $0 1 0.05% Maintained
1412
TD Private Client Wealth
TD Private Client Wealth
New York
$73.9K -$8.51K 2 0% Reduced
1413
OIA
Optimum Investment Advisors
Illinois
$72K +$46.3K 1 0.03% Increased
1414
RMC
Resources Management Corp
Connecticut
$72K +$54.4K 1 0.01% New
1415
ADL
Asset Dedication LLC
California
$69K -$4.06K 1 0.02% Reduced
1416
Heritage Wealth Advisors
Heritage Wealth Advisors
Virginia
$68K +$42.2K 1 0.01% Increased
1417
WPA
West Paces Advisors
Georgia
$68K +$16.2K 1 0.04% Increased
1418
EWM
Elmwood Wealth Management
California
$68K -$16.2K 1 0.06% Reduced
1419
MCF Advisors
MCF Advisors
Kentucky
$68K +$11.4K 1 0.01% Increased
1420
PWMG
Prestige Wealth Management Group
New Jersey
$67K +$811 2 0.02% Increased
1421
MAWCM
Mine & Arao Wealth Creation & Management
California
$65K -$44.6K 1 0.06% Reduced
1422
MLFP
MPS Loria Financial Planners
Illinois
$65K +$48.7K 1 0.03% New
1423
SFA
Semmax Financial Advisors
North Carolina
$65K +$32.5K 1 0.03% Increased
1424
WLPWM
Walled Lake Planning & Wealth Management
Illinois
$64K $0 1 0.05% Maintained
1425
CHA
Carmichael Hill & Associates
Maryland
$63K -$32.5K 1 0.05% Reduced