← 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
2076
Key Financial Inc
Key Financial Inc
Pennsylvania
$273K +$91.2K 2 0.15% Increased
2077
Partners in Financial Planning
Partners in Financial Planning
Virginia
$272K +$261K 1 0.09% New
2078
WPP
Whalerock Point Partners
Rhode Island
$272K $0 1 0.1% Maintained
2079
Marino Stram & Associates
Marino Stram & Associates
Massachusetts
$271K +$18.9K 1 0.07% Increased
2080
Meridian Wealth Advisors
Meridian Wealth Advisors
Texas
$271K -$12.4K 1 0.08% Reduced
2081
YWP
YorkBridge Wealth Partners
New York
$271K +$13K 1 0.07% Increased
2082
FBC
Fairfield, Bush & Co
Connecticut
$270K $0 1 0.07% Maintained
2083
Hillsdale Investment Management
Hillsdale Investment Management
Ontario, Canada
$270K +$26K 1 0.02% Increased
2084
Naples Global Advisors
Naples Global Advisors
Florida
$270K -$16.3K 1 0.04% Reduced
2085
Independent Solutions Wealth Management
Independent Solutions Wealth Management
New York
$268K +$28.7K 1 0.07% Increased
2086
AWM
Accel Wealth Management
Iowa
$268K +$17.1K 3 0.18% Increased
2087
All Terrain Financial Advisors
All Terrain Financial Advisors
Minnesota
$268K +$27.4K 1 0.12% Increased
2088
GIM
Greylin Investment Management
Virginia
$268K +$257K 1 0.05% New
2089
NEGWA
New England Guild Wealth Advisors
Connecticut
$268K $0 1 0.15% Maintained
2090
SHWM
Silicon Hills Wealth Management
Texas
$268K +$4.56K 1 0.21% Increased
2091
HA
HYA Advisors
Missouri
$266K $0 1 0.11% Maintained
2092
PrairieView Partners
PrairieView Partners
Minnesota
$266K +$1.95K 1 0.04% Increased
2093
Private Ocean
Private Ocean
California
$266K -$17.6K 1 0.03% Reduced
2094
MUMSS
Mitsubishi UFJ Morgan Stanley Securities
Japan
$265K +$254K 1 1.97% New
2095
Aaron Wealth Advisors
Aaron Wealth Advisors
Illinois
$264K -$97K 1 0.09% Reduced
2096
HHM Wealth Advisors
HHM Wealth Advisors
Tennessee
$264K +$4.56K 2 0.07% Increased
2097
McGowan Group Asset Management
McGowan Group Asset Management
Texas
$264K -$10.6K 1 0.04% Reduced
2098
ACM
Ategra Capital Management
Virginia
$263K +$2.6K 1 0.13% Increased
2099
Biltmore Family Office
Biltmore Family Office
North Carolina
$262K +$42.3K 1 0.07% Increased
2100
CHA
Carmichael Hill & Associates
Maryland
$262K +$10.4K 1 0.13% Increased