← 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
2051
Rooted Wealth Advisors
Rooted Wealth Advisors
Illinois
$1.92M +$143K 1 0.47% Increased
2052
CVFG LLC
CVFG LLC
Indiana
$1.92M -$89.9K 1 0.2% Reduced
2053
BetterWealth
BetterWealth
California
$1.92M -$795 1 0.34% Reduced
2054
Hills Bank & Trust
Hills Bank & Trust
Iowa
$1.92M +$326K 1 0.08% Increased
2055
Trilogy Capital
Trilogy Capital
California
$1.92M -$196K 1 0.07% Reduced
2056
Triumph Capital Management
Triumph Capital Management
Colorado
$1.91M +$199K 2 0.35% Increased
2057
Atlas Private Wealth Advisors
Atlas Private Wealth Advisors
New Jersey
$1.91M -$188K 1 0.42% Reduced
2058
Focused Alpha LLC
Focused Alpha LLC
Colorado
$1.91M +$756K 1 0.49% Increased
2059
Intrepid Capital Management
Intrepid Capital Management
Florida
$1.91M +$228K 1 0.68% Increased
2060
TA
TrueWealth Advisors
Alabama
$1.91M +$49.7K 1 0.43% Increased
2061
Arrow Financial
Arrow Financial
New York
$1.91M +$118K 1 0.17% Increased
2062
Financial Advisors Network
Financial Advisors Network
California
$1.91M +$126K 1 0.23% Increased
2063
Landaas & Company
Landaas & Company
Wisconsin
$1.91M +$417K 1 0.35% Increased
2064
Fideuram - Intesa Sanpaolo Private Banking
Fideuram - Intesa Sanpaolo Private Banking
$1.91M -$90.3K 1 0.06% Reduced
2065
Shearwater Capital
Shearwater Capital
Colorado
$1.9M -$3.98K 1 0.91% Reduced
2066
Legacy Financial Strategies
Legacy Financial Strategies
Kansas
$1.9M +$36.6K 1 0.29% Increased
2067
Richard P. Slaughter Associates
Richard P. Slaughter Associates
Texas
$1.9M -$507K 1 0.37% Reduced
2068
Prasad Wealth Partners
Prasad Wealth Partners
Ohio
$1.9M -$447K 1 0.46% Reduced
2069
Viking Fund Management
Viking Fund Management
North Dakota
$1.89M $0 1 0.17% Maintained
2070
Foster Victor Wealth Advisors
Foster Victor Wealth Advisors
South Carolina
$1.89M +$45.3K 1 0.1% Increased
2071
Curated Wealth Partners
Curated Wealth Partners
California
$1.89M +$808K 1 0.22% Increased
2072
Bellwether Advisors
Bellwether Advisors
Nebraska
$1.89M +$1.55M 1 0.28% Increased
2073
City State Bank
City State Bank
Iowa
$1.89M $0 1 0.43% Maintained
2074
Chokshi & Queen Wealth Advisors
Chokshi & Queen Wealth Advisors
California
$1.88M +$203K 1 0.87% Increased
2075
Monograph Wealth Advisors
Monograph Wealth Advisors
California
$1.88M -$39.8K 1 0.15% Reduced