← 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
2701	BWMG Barnes Wealth Management Group Bakersfield, California	$974K	-$70K	1	0.45%	Reduced
2702	IFS Integrated Financial Solutions Reston, Virginia	$972K	$0	1	0.52%	Maintained
2703	BCP Blue Chip Partners Farmington Hills, Michigan	$971K	+$21.1K	1	0.06%	Increased
2704	GL Gerber LLC Columbus, Ohio	$968K	$0	1	0.46%	Maintained
2705	Capital Analysts LLC Fort Washington, Pennsylvania	$968K	-$23.5K	1	0.02%	Reduced
2706	AFC Ares Financial Consulting Calabasas, California	$967K	$0	1	0.69%	Maintained
2707	BWA Blodgett Wealth Advisors Concord, California	$967K	$0	1	0.65%	Maintained
2708	ESC Eurizon SLJ Capital London,	$967K	$0	1	0.36%	Maintained
2709	C1AG Client 1st Advisory Group Dunedin, Florida	$967K	+$208K	1	0.25%	Increased
2710	PVAMC PPS&V Asset Management Consultants Portage, Michigan	$965K	-$183K	1	0.52%	Reduced
2711	KGP Keystone Global Partners Denver, Colorado	$964K	$0	1	0.36%	Maintained
2712	SIC Sterling Investment Counsel Buffalo, New York	$964K	-$9.15K	1	0.23%	Reduced
2713	SIC SJS Investment Consulting Sylvania, Ohio	$963K	-$19.1K	6	0.1%	Reduced
2714	AF Affiance Financial St. Louis Park, Minnesota	$962K	$0	1	0.14%	Maintained
2715	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$961K	+$2.78K	1	0.14%	Increased
2716	RCYC Richard C. Young & Co Newport, Rhode Island	$961K	+$103K	1	0.07%	Increased
2717	LWA Ledgewood Wealth Advisors Exeter, New Hampshire	$961K	$0	2	0.51%	Maintained
2718	CAM Concorde Asset Management Ann Arbor, Michigan	$961K	-$45.7K	1	0.56%	Reduced
2719	MWP Meridian Wealth Partners Exton, Pennsylvania	$961K	+$106K	1	0.12%	Increased
2720	FA Fountainhead AM Warren, New Jersey	$958K	-$101K	1	0.71%	Reduced
2721	RIA Retirement Investment Advisors Oklahoma City, Oklahoma	$956K	-$10.7K	1	0.07%	Reduced
2722	CWMK Caliber Wealth Management (Kansas) Overland Park, Kansas	$956K	-$7.16K	1	0.09%	Reduced
2723	CPWM Cypress Point Wealth Management Dallas, Texas	$956K	+$82.3K	1	0.19%	Increased
2724	RC Roundview Capital Princeton, New Jersey	$955K	+$54.1K	1	0.05%	Increased
2725	MA Mosaic Advisors Houston, Texas	$954K	$0	1	1.28%	Maintained