← 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
1826
JCM
Jacobsen Capital Management
Utah
$2.42M -$9.94K 1 0.71% Reduced
1827
DP
DDD Partners
Washington
$2.42M -$123K 1 0.15% Reduced
1828
WWG
West Wealth Group
California
$2.41M -$9.54K 1 0.4% Reduced
1829
Stonehage Fleming Financial Services
Stonehage Fleming Financial Services
Jersey
$2.41M -$242K 1 0.08% Reduced
1830
MCC
Money Concepts Capital
Florida
$2.41M -$3.98K 1 0.11% Reduced
1831
AWM
Avondale Wealth Management
Texas
$2.41M +$31.4K 1 0.98% Increased
1832
QCIG
Quad-Cities Investment Group
Iowa
$2.41M +$304K 1 0.87% Increased
1833
RIA
Regal Investment Advisors
Michigan
$2.41M -$74.4K 1 0.13% Reduced
1834
YC
Yarbrough Capital
Tennessee
$2.41M +$2.28M 1 0.07% New
1835
KFS
Kaizen Financial Strategies
California
$2.4M -$189K 1 0.78% Reduced
1836
WRPWM
Werba Rubin Papier Wealth Management
California
$2.4M +$79.5K 1 0.29% Increased
1837
AIM
Aurora Investment Managers
Florida
$2.4M +$2.27M 1 1.47% New
1838
VCM
Vennlight Capital Management
Connecticut
$2.4M -$7.34M 1 1.61% Reduced
1839
TCI Wealth Advisors
TCI Wealth Advisors
Arizona
$2.39M -$132K 1 0.1% Reduced
1840
CP
Canopy Partners
Ohio
$2.39M +$124K 1 0.72% Increased
1841
PAM
Pacific Asset Management
Washington
$2.39M -$99.8K 1 1.17% Reduced
1842
SNB
Security National Bank
Nebraska
$2.39M +$1.86M 1 0.28% Increased
1843
PCM
Pennsylvania Capital Management
Pennsylvania
$2.38M -$1.43M 1 0.6% Reduced
1844
SIM
Sims Investment Management
Ohio
$2.38M +$31K 1 0.74% Increased
1845
KCIA
Kingsbury Capital Investment Advisors
Illinois
$2.38M -$338K 1 2.02% Reduced
1846
KWM
KMT Wealth Management
California
$2.38M +$2.25M 1 2.02% New
1847
PFS
Prospect Financial Services
New York
$2.38M +$15.1K 1 1.21% Increased
1848
GIM
Goelzer Investment Management
Indiana
$2.38M -$138K 1 0.1% Reduced
1849
MVA
Mount Vernon Associates
Maryland
$2.37M $0 1 1.55% Maintained
1850
CRCM
Crystal Rock Capital Management
Illinois
$2.37M $0 1 1.21% Maintained