← 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
1601
CAG
Carroll Advisory Group
Texas
$3.26M +$232K 1 1.07% Increased
1602
SWA
Stratos Wealth Advisors
Ohio
$3.25M +$2.78K 1 0.18% Increased
1603
DE
Diversified Enterprises
Delaware
$3.25M +$83.5K 1 0.16% Increased
1604
LBWM
Left Brain Wealth Management
Illinois
$3.25M +$29.4K 1 0.98% Increased
1605
HBT
Heartland Bank & Trust
Illinois
$3.24M -$88.7K 1 0.67% Reduced
1606
AIP
ARS Investment Partners
New York
$3.24M -$39.8K 1 0.14% Reduced
1607
SMH
Sanders Morris Harris
Texas
$3.23M +$1.08M 1 1.87% Increased
1608
OL
OneFund LLC
Florida
$3.23M -$18.3K 1 1.83% Reduced
1609
LS
Leelyn Smith
Illinois
$3.22M -$9.94K 1 0.39% Reduced
1610
ATFA
All Terrain Financial Advisors
Minnesota
$3.2M +$1.15M 1 0.52% Increased
1611
SWP
Strategic Wealth Partners
Ohio
$3.2M -$167K 4 0.2% Reduced
1612
BWA
Basecamp Wealth Advisors
Washington
$3.19M +$43.4K 1 0.59% Increased
1613
B
Bensler
Washington
$3.19M +$519K 1 0.28% Increased
1614
MFC
Morris Financial Concepts
South Carolina
$3.19M $0 1 0.98% Maintained
1615
ATC
Argent Trust Co
Tennessee
$3.19M +$26.6K 1 0.09% Increased
1616
SL
Sentinus LLC
Illinois
$3.18M +$500K 1 0.25% Increased
1617
Central Trust Company
Central Trust Company
Missouri
$3.17M -$47.7K 2 0.06% Reduced
1618
Annex Advisory Services
Annex Advisory Services
Wisconsin
$3.17M +$1.32M 1 0.05% Increased
1619
WP
Westmount Partners
California
$3.17M +$167K 1 0.69% Increased
1620
AIM
Advyzon Investment Management
Illinois
$3.17M +$121K 1 0.23% Increased
1621
GSIAS
Garden State Investment Advisory Services
New Jersey
$3.17M +$14.3K 1 0.57% Increased
1622
Moran Wealth Management
Moran Wealth Management
Florida
$3.17M +$1.18M 1 0.09% Increased
1623
MFA
Mayflower Financial Advisors
Massachusetts
$3.16M +$393K 1 0.27% Increased
1624
CAC
Certified Advisory Corp
Florida
$3.16M -$32.2K 1 0.25% Reduced
1625
IGGA
Iron Gate Global Advisors
Utah
$3.15M +$12.7K 1 0.3% Increased