← 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
1701
AW
Avion Wealth
Texas
$2.79M +$95.8K 3 0.52% Increased
1702
TP
TritonPoint Partners
Maryland
$2.78M +$1.29M 1 0.23% Increased
1703
CFS
CRA Financial Services
New Jersey
$2.78M +$100K 1 0.32% Increased
1704
AMG National Trust Bank
AMG National Trust Bank
Colorado
$2.78M -$343K 1 0.06% Reduced
1705
Cookson Peirce & Co
Cookson Peirce & Co
Pennsylvania
$2.77M +$277K 2 0.09% Increased
1706
LCM
Landscape Capital Management
New Jersey
$2.77M +$688K 1 0.18% Increased
1707
DW30
Drucker Wealth 3.0
New Jersey
$2.77M +$28.6K 1 0.44% Increased
1708
RRA
Red Reef Advisors
Florida
$2.77M +$697K 1 2.55% Increased
1709
Aristotle Atlantic Partners
Aristotle Atlantic Partners
Florida
$2.76M -$752K 1 0.11% Reduced
1710
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.76M +$327K 1 0.03% Increased
1711
SWRP
Summit Wealth & Retirement Planning
California
$2.76M -$38.6K 1 0.58% Reduced
1712
AP
Anchyra Partners
Georgia
$2.76M +$150K 1 0.66% Increased
1713
WE
Wealth Effects
Massachusetts
$2.76M -$44.9K 1 0.74% Reduced
1714
QPW
Quantum Private Wealth
Florida
$2.75M -$359K 1 0.71% Reduced
1715
MJFG
Mars Jewett Financial Group
Washington
$2.75M +$7.56K 1 0.56% Increased
1716
MFWP
Mosaic Family Wealth Partners
Missouri
$2.74M +$1.75M 1 0.18% Increased
1717
SouthState Corp
SouthState Corp
Florida
$2.74M +$284K 1 0.11% Increased
1718
BLC
Brown, Lisle/Cummings
Rhode Island
$2.74M +$67K 3 0.61% Increased
1719
RDWM
Red Door Wealth Management
Tennessee
$2.74M -$399K 1 0.25% Reduced
1720
SIA
SkyView Investment Advisors
New Jersey
$2.73M -$1.33M 2 2.14% Reduced
1721
AWA
Artemis Wealth Advisors
New York
$2.73M +$2.59M 1 0.33% New
1722
SI
Sora Investors
Pennsylvania
$2.73M +$2.59M 1 0.21% New
1723
SSWM
Strait & Sound Wealth Management
California
$2.73M +$112K 1 0.96% Increased
1724
BIG
Brookwood Investment Group
Arizona
$2.73M +$166K 1 0.31% Increased
1725
WAAG
Wealth Alliance Advisory Group
Kansas
$2.73M +$449K 1 0.39% Increased