← 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
2301
BCM
Blume Capital Management
California
$105K $0 1 0.04% Maintained
2302
Hills Bank & Trust
Hills Bank & Trust
Iowa
$105K +$101K 1 0.02% New
2303
Heritage Wealth Advisors
Heritage Wealth Advisors
Virginia
$104K $0 1 0.01% Maintained
2304
SGAM
Seaport Global Asset Management
New York
$102K +$63.2K 1 0.2% Increased
2305
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
$99K -$5.21K 1 0.02% Reduced
2306
Salem Investment Counselors
Salem Investment Counselors
North Carolina
$95K -$30K 2 0.01% Reduced
2307
IWP
IAG Wealth Partners
Wisconsin
$93K $0 2 0.03% Maintained
2308
MFT
Moisand Fitzgerald Tamayo
Florida
$90K $0 1 0.03% Maintained
2309
First Pacific Advisors
First Pacific Advisors
California
$88K -$104K 1 0% Reduced
2310
WFA
West Financial Advisors
Iowa
$86K +$48.8K 1 0.03% Increased
2311
RWM
Raffa Wealth Management
District of Columbia
$83.6K -$4.56K 1 0.03% Reduced
2312
KFP
KB Financial Partners
New Jersey
$82K $0 1 0.03% Maintained
2313
MRCM
M&R Capital Management
New Jersey
$80K +$65.1K 1 0.02% Increased
2314
RA
Resolute Advisors
California
$80K -$48.8K 1 0.01% Reduced
2315
IHWM
Iron Horse Wealth Management
Iowa
$79K $0 1 0.05% Maintained
2316
EBA
Eagle Bay Advisors
New York
$78K +$73.6K 1 0.06% New
2317
DSC
Duncker Streett & Co
Missouri
$77K $0 1 0.01% Maintained
2318
Simon Quick Advisors
Simon Quick Advisors
New Jersey
$76K +$5.21K 1 0.02% Increased
2319
PGAM
Princeton Global Asset Management
New Jersey
$75K +$33.9K 1 0.02% Increased
2320
CAL
Capital Advisors Ltd
Ohio
$71K $0 2 0.01% Maintained
2321
PA
Perennial Advisors
New York
$70K $0 1 0.02% Maintained
2322
RCC
Red Cedar Capital
Nebraska
$69K $0 1 0.04% Maintained
2323
Bogart Wealth LLC
Bogart Wealth LLC
Virginia
$68K +$5.86K 1 0.01% Increased
2324
GW&K Investment Management
GW&K Investment Management
Massachusetts
$68K +$65.1K 1 0% New
2325
RBC
Roble Belko & Company
Pennsylvania
$68K +$26.7K 1 0.02% Increased