← 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
1951
WP
WealthPLAN Partners
Nebraska
$2.11M -$440K 1 0.4% Reduced
1952
SR
Swiss Re
Switzerland
$2.11M +$1.84M 1 0.19% Increased
1953
CWP
CFM Wealth Partners
Texas
$2.11M +$67.6K 1 0.27% Increased
1954
PAI
Pittenger & Anderson Inc
Nebraska
$2.11M +$1.28M 1 0.08% Increased
1955
TW
TritonPoint Wealth
Maryland
$2.1M -$116K 1 0.21% Reduced
1956
CIG
Consolidated Investment Group
Colorado
$2.1M $0 1 0.18% Maintained
1957
MUAMU
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$2.1M -$398K 1 0.98% Reduced
1958
CRWM
Castle Rock Wealth Management
California
$2.1M -$1.25M 1 0.41% Reduced
1959
GCA
Genesee Capital Advisors
New York
$2.1M +$26.2K 1 0.66% Increased
1960
BOPW
Brandywine Oak Private Wealth
Pennsylvania
$2.1M +$3.98K 1 0.16% Increased
1961
KC
Karras Company
Utah
$2.1M -$159K 1 1.9% Reduced
1962
AWAG
ARS Wealth Advisors Group
Florida
$2.09M +$722K 1 0.16% Increased
1963
AFS
Access Financial Services
Minnesota
$2.08M -$152K 1 0.68% Reduced
1964
FFP
FourThought Financial Partners
Florida
$2.08M -$242K 2 0.16% Reduced
1965
FMP
Financial Management Professionals
Texas
$2.08M +$27K 1 0.2% Increased
1966
BHPW
Box Hill Private Wealth
Arizona
$2.07M -$509K 1 1.66% Reduced
1967
SMA
Seven Mile Advisory
New Jersey
$2.07M +$215K 2 1.39% Increased
1968
HEM
Henson-Edgewater Management
Ohio
$2.07M -$3.98K 1 1.08% Reduced
1969
MSWM
McGlone Suttner Wealth Management
Wisconsin
$2.07M +$42.6K 1 0.24% Increased
1970
HCM
Highview Capital Management
Illinois
$2.07M +$237K 1 0.59% Increased
1971
GIA
Guyasuta Investment Advisors
Pennsylvania
$2.07M $0 1 0.11% Maintained
1972
EWM
Elevatus Welath Management
New York
$2.06M +$1M 1 0.5% Increased
1973
ATC
Adirondack Trust Company
New York
$2.06M +$53.7K 2 0.61% Increased
1974
FFA
Founders Financial Alliance
North Carolina
$2.06M +$115K 1 0.27% Increased
1975
MWA
Motive Wealth Advisors
Michigan
$2.06M +$65.6K 1 0.85% Increased