← 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
3601	BFS Baskin Financial Services Toronto, Ontario, Canada	$405K	$0	1	0.03%	Maintained
3602	SPA Sentinel Pension Advisors Wakefield, Massachusetts	$404K	+$69.2K	1	0.05%	Increased
3603	MWM Melfa Wealth Management Westborough, Massachusetts	$404K	$0	1	0.22%	Maintained
3604	GOCP Great Oak Capital Partners South Easton, Massachusetts	$404K	$0	1	0.09%	Maintained
3605	CASB Cape Ann Savings Bank Glocuster, Massachusetts	$403K	$0	1	0.19%	Maintained
3606	MWM Mosley Wealth Management Anaheim, California	$403K	-$109K	1	0.13%	Reduced
3607	BWM Bernard Wealth Management Royal Oak, Michigan	$403K	-$1.99K	1	0.15%	Reduced
3608	2L 25 LLC St. Louis, Missouri	$402K	-$27K	1	0.11%	Reduced
3609	CTWM Cherry Tree Wealth Management Minnetonka, Minnesota	$402K	-$102K	1	0.08%	Reduced
3610	RK Rather & Kittrell Knoxville, Tennessee	$402K	+$105K	1	0.06%	Increased
3611	CA Chatterton & Associates Anaheim, California	$401K	+$7.95K	1	0.24%	Increased
3612	TI tru Independence Portland, Oregon	$401K	+$5.57K	1	0.18%	Increased
3613	BW Basepoint Wealth Cedar Rapids, Iowa	$401K	+$40.6K	1	0.23%	Increased
3614	CAM Cobblestone Asset Management Richmond, Virginia	$400K	-$54.1K	1	0.17%	Reduced
3615	CPA Clear Point Advisors Melville, New York	$400K	-$7.95K	1	0.35%	Reduced
3616	HMS Hanseatic Management Services Albuquerque, New Mexico	$400K	-$957K	1	0.29%	Reduced
3617	PWS Pursuit Wealth Strategies Raleigh, North Carolina	$399K	-$37.4K	1	0.52%	Reduced
3618	LTL Lowery Thomas LLC Pebble Beach, California	$398K	-$95.5K	1	0.19%	Reduced
3619	CW Code Waechter Tampa, Florida	$398K	+$27K	1	0.21%	Increased
3620	BF Bonfire Financial Colorado Springs, Colorado	$398K	$0	1	0.26%	Maintained
3621	WIP WealthCare Investment Partners Portsmouth, Rhode Island	$397K	$0	1	0.1%	Maintained
3622	PC Permanens Capital New York	$397K	+$375K	1	0.04%	New
3623	PFA Professional Financial Advisors North Platte, Nebraska	$397K	-$610K	1	0.07%	Reduced
3624	MCM Mengis Capital Management Portland, Oregon	$396K	$0	1	0.06%	Maintained
3625	VWM Vertrix Wealth Management Troy, Michigan	$396K	-$12.7K	1	0.13%	Reduced