← 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
2026
GRWP
Green Ridge Wealth Planning
New Jersey
$1.95M -$8.35K 1 0.82% Reduced
2027
GSB
Greenfield Savings Bank
Massachusetts
$1.95M -$4.77K 1 0.74% Reduced
2028
ALAM
Asahi Life Asset Management
Japan
$1.95M -$21.9K 1 1.1% Reduced
2029
WWWM
White Wing Wealth Management
Texas
$1.95M -$11.5K 1 1.02% Reduced
2030
CWA
Crux Wealth Advisors
California
$1.95M +$39.4K 1 0.67% Increased
2031
MWM
MFG Wealth Management
Indiana
$1.95M +$57.7K 1 1.39% Increased
2032
Diametric Capital
Diametric Capital
Massachusetts
$1.94M +$1.69M 2 0.21% Increased
2033
LI
LifeWealth Investments
Florida
$1.94M -$17.1K 1 0.52% Reduced
2034
SN
Sittner & Nelson
Oregon
$1.94M -$5.57K 1 0.61% Reduced
2035
CSPIA
Cary Street Partners Investment Advisory
Virginia
$1.94M +$102K 1 0.39% Increased
2036
Calton & Associates
Calton & Associates
Florida
$1.94M -$480K 1 0.28% Reduced
2037
S
Sachetta
Massachusetts
$1.94M -$85.7K 3 0.94% Reduced
2038
Prosperity Capital Advisors
Prosperity Capital Advisors
Ohio
$1.94M -$300K 1 0.1% Reduced
2039
SCP
Stevens Capital Partners
Nebraska
$1.93M +$329K 1 0.37% Increased
2040
Acropolis Investment Management
Acropolis Investment Management
Missouri
$1.93M -$7.95K 2 0.08% Reduced
2041
Valley National Advisers
Valley National Advisers
Pennsylvania
$1.93M +$237K 2 0.21% Increased
2042
RAM
Reflection Asset Management
South Carolina
$1.93M +$286K 1 0.9% Increased
2043
Integrity Advisory Solutions
Integrity Advisory Solutions
Texas
$1.92M +$961K 2 0.2% Increased
2044
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management
New Jersey
$1.92M -$51.7K 1 0.05% Reduced
2045
Delta Investment Management
Delta Investment Management
California
$1.92M -$1.14M 1 0.32% Reduced
2046
RWA
Rooted Wealth Advisors
Illinois
$1.92M +$143K 1 0.47% Increased
2047
CVFG LLC
CVFG LLC
Indiana
$1.92M -$89.9K 1 0.2% Reduced
2048
B
BetterWealth
California
$1.92M -$795 1 0.34% Reduced
2049
Hills Bank & Trust
Hills Bank & Trust
Iowa
$1.92M +$326K 1 0.08% Increased
2050
Trilogy Capital
Trilogy Capital
California
$1.92M -$196K 1 0.07% Reduced