← 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
2126
Beacon Financial Group
Beacon Financial Group
Texas
$1.75M +$149K 1 0.16% Increased
2127
Beaumont Financial Advisors
Beaumont Financial Advisors
Massachusetts
$1.75M +$31K 1 0.11% Increased
2128
GTWM
Global Trust Wealth Management
Florida
$1.74M +$115K 1 1.2% Increased
2129
NDBT
North Dallas Bank & Trust
Texas
$1.74M +$49.7K 1 1.03% Increased
2130
OC
Opal Capital
Florida
$1.74M +$290K 1 0.31% Increased
2131
Howard Capital Management Group
Howard Capital Management Group
California
$1.74M -$19.9K 1 0.11% Reduced
2132
SBF
Sara-Bay Financial
Florida
$1.74M +$1.64M 1 0.46% New
2133
HA
Hanover Advisors
South Carolina
$1.74M +$78.7K 1 0.63% Increased
2134
GWM
Goldenstone Wealth Management
California
$1.74M +$105K 1 1.14% Increased
2135
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$1.73M -$453K 1 0.04% Reduced
2136
HPM
Hoxton Planning & Management
West Virginia
$1.73M +$43.4K 1 0.45% Increased
2137
BMC
Beaton Management Company
Massachusetts
$1.73M $0 1 0.71% Maintained
2138
CL
CSS LLC
Illinois
$1.73M +$947K 2 0.07% Increased
2139
PIMG
Patriot Investment Management Group
Tennessee
$1.73M +$13.9K 1 0.1% Increased
2140
BF
Brucke Financial
Indiana
$1.73M +$377K 2 0.77% Increased
2141
GCM
Generation Capital Management
New York
$1.72M -$52.1K 1 1.06% Reduced
2142
PWM
Pinnacle Wealth Management
California
$1.72M -$208K 1 1.07% Reduced
2143
TWM
TriaGen Wealth Management
California
$1.72M $0 1 0.43% Maintained
2144
OFO
OneAscent Family Office
Alabama
$1.72M +$105K 1 0.87% Increased
2145
CI
Ceera Investments
Texas
$1.71M -$56.5K 1 0.72% Reduced
2146
S
Sunpointe
Missouri
$1.71M +$7.16K 1 0.49% Increased
2147
V
ViaWealth
Kansas
$1.71M +$398 1 0.86% Increased
2148
Journey Advisory Group
Journey Advisory Group
Kentucky
$1.7M +$91.9K 1 0.13% Increased
2149
JGP Wealth Management
JGP Wealth Management
Oregon
$1.7M +$6.36K 1 0.15% Increased
2150
Advocate Group
Advocate Group
Minnesota
$1.7M $0 1 0.26% Maintained