← 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
2101
ST
Somerset Trust
Pennsylvania
$1.8M +$6.76K 1 0.51% Increased
2102
MFP
Meridian Financial Partners
Virginia
$1.8M +$25.1K 1 0.61% Increased
2103
DBRC
D.B. Root & Company
Pennsylvania
$1.8M +$353K 1 0.38% Increased
2104
IWN
Independent Wealth Network
Iowa
$1.79M +$167K 1 0.45% Increased
2105
NBWM
North Berkeley Wealth Management
California
$1.79M $0 1 0.72% Maintained
2106
SPF
South Plains Financial
Texas
$1.78M -$34.6K 1 0.96% Reduced
2107
CPC
Cadia Private Client
New Jersey
$1.78M +$2.78K 1 1.28% Increased
2108
WA
Winter & Associates
Minnesota
$1.78M $0 1 1.34% Maintained
2109
MA
MW Advisory
Georgia
$1.78M +$1.68M 1 0.71% New
2110
PWMG
Prestige Wealth Management Group
New Jersey
$1.76M -$335K 2 0.32% Reduced
2111
LBC
Leigh Baldwin & Co
New York
$1.76M -$225K 1 0.95% Reduced
2112
JF
Joule Financial
Kentucky
$1.76M -$7.95K 1 0.48% Reduced
2113
PWM
Pines Wealth Management
North Carolina
$1.76M -$27.8K 1 0.51% Reduced
2114
UAM
Unison Asset Management
Florida
$1.76M $0 1 0.72% Maintained
2115
NBC Securities
NBC Securities
Alabama
$1.76M +$115K 3 0.12% Increased
2116
CCM
Cloud Capital Management
Washington
$1.76M +$146K 1 0.64% Increased
2117
CW
Channel Wealth
California
$1.76M +$6.96K 2 0.4% Increased
2118
Tennessee Valley Asset Management Partners
Tennessee Valley Asset Management Partners
Tennessee
$1.76M +$60.5K 1 0.19% Increased
2119
GAA
Green Alpha Advisors
Colorado
$1.76M +$19.5K 4 1.18% Increased
2120
CVA
Central Valley Advisors
California
$1.76M -$16.7K 1 0.45% Reduced
2121
FCM
FirstWave Capital Management
Florida
$1.76M +$1.64M 1 0.78% New
2122
BF
Baring Financial
Washington
$1.75M -$93.5K 1 0.96% Reduced
2123
Lake Street Private Wealth
Lake Street Private Wealth
Illinois
$1.75M +$130K 2 0.2% Increased
2124
CPIA
Cornell Pochily Investment Advisors
New York
$1.75M $0 1 0.47% Maintained
2125
Rockbridge Investment Management
Rockbridge Investment Management
New York
$1.75M +$12.7K 1 0.14% Increased