← 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
1501
Polen Capital Management
Polen Capital Management
Florida
$3.77M +$639K 1 0.03% Increased
1502
NWMG
National Wealth Management Group
Ohio
$3.77M +$157K 1 1.17% Increased
1503
WAM
Weatherly Asset Management
California
$3.76M -$18.7K 1 0.27% Reduced
1504
MMG
Monetary Management Group
Missouri
$3.76M -$31.8K 1 0.77% Reduced
1505
FP
Fiduciary Planning
Florida
$3.76M -$66.9K 2 0.98% Reduced
1506
JCM
Jacobi Capital Management
Pennsylvania
$3.75M -$158K 1 0.18% Reduced
1507
DIM
DLK Investment Management
California
$3.75M +$1.08M 1 1.59% Increased
1508
PWS
Proactive Wealth Strategies
Georgia
$3.73M +$1.59K 1 0.6% Increased
1509
FP
Financial Perspectives
Minnesota
$3.73M +$99.4K 1 0.91% Increased
1510
CB
CNB Bank
Pennsylvania
$3.73M -$200K 1 1.45% Reduced
1511
FWM
Foguth Wealth Management
Michigan
$3.73M +$328K 1 0.42% Increased
1512
CGA
Crescent Grove Advisors
Illinois
$3.72M -$11.1K 1 0.31% Reduced
1513
OC
OceanIQ Capital
California
$3.7M +$4.42M 1 2.24% New
1514
OL
Optas LLC
Texas
$3.7M +$122K 2 0.52% Increased
1515
BMCM
Bryn Mawr Capital Management
Pennsylvania
$3.69M +$144K 2 0.16% Increased
1516
MWA
Marathon Wealth Advisors
Massachusetts
$3.69M +$23.5K 1 1.26% Increased
1517
IIL
Income Insurance Ltd
$3.69M +$63.6K 1 2.2% Increased
1518
Confluence Wealth Services
Confluence Wealth Services
Pennsylvania
$3.67M +$1.67M 2 0.11% Increased
1519
HP
Hilltop Partners
Indiana
$3.67M +$350K 1 0.89% Increased
1520
AHL
Abel Hall LLC
Louisiana
$3.67M +$779K 3 0.63% Increased
1521
CFO
Cambient Family Office
Michigan
$3.65M +$309K 2 0.45% Increased
1522
SFG
Synergy Financial Group
California
$3.64M -$717K 1 2.62% Reduced
1523
PJWM
Philip James Wealth Mangement
Georgia
$3.64M +$77.6K 1 0.41% Increased
1524
AW
Alchemi Wealth
Connecticut
$3.63M -$226K 1 1.7% Reduced
1525
AAP
Ardsley Advisory Partners
Connecticut
$3.62M -$1.33M 2 0.38% Reduced