← 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
901	RBC Roble Belko & Company Sewickley, Pennsylvania	$3K	$0	1	0%	Maintained
902	WDL Well Done LLC Holland, Michigan	$3K	+$3.3K	1	0%	New
903	BCH Berkshire Capital Holdings San Jose, California	$2.66K	+$3.3K	1	0%	New
904	RWM Raffa Wealth Management Washington, District of Columbia	$2.66K	+$3.3K	1	0%	New
905	AssetMark Inc Concord, California	$2K	-$5.96K	4	0%	Reduced
906	CAGAS Capital Advisory Group Advisory Services Bloomington, Minnesota	$2K	+$1.65K	1	0%	New
907	Country Trust Bank Bloomington, Illinois	$2K	+$2.64K	1	0%	New
908	FGAM Financial Gravity Asset Management Lakeway, Texas	$2K	+$1.3K	2	0%	New
909	FGC Financial Gravity Companies Lakeway, Texas	$2K	-$37.1K	2	0%	Reduced
910	FA Fortis Advisors Wayne, Pennsylvania	$2K	$0	1	0%	Maintained
911	Gradient Investments Arden Hills, Minnesota	$2K	-$1.32K	1	0%	Reduced
912	OBWP O'Brien Wealth Partners Waltham, Massachusetts	$2K	+$2.31K	1	0%	New
913	PFA Pathway Financial Advisors South Burlington, Vermont	$2K	$0	1	0%	Maintained
914	TFO Tarbox Family Office Newport Beach, California	$2K	$0	1	0%	Maintained
915	WCM Whitener Capital Management Rocky Mount, North Carolina	$2K	$0	1	0%	Maintained
916	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$1K	$0	1	0%	Maintained
917	CA Centerpoint Advisors Needham, Massachusetts	$1K	$0	1	0%	Maintained
918	FCT Family Capital Trust Peabody, Massachusetts	$1K	$0	1	0%	Maintained
919	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$1K	$0	1	0%	Maintained
920	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$1K	+$1.65K	1	0%	New
921	PMFA Plante Moran Financial Advisors Southfield, Michigan	$1K	$0	1	0%	Maintained
922	RCG Ruggie Capital Group Tavares, Florida	$1K	$0	1	0%	Maintained
923	SWMG Signature Wealth Management Group Atlanta, Georgia	$1K	$0	1	0%	Maintained
924	AR Advisory Research Chicago, Illinois	$0	-$253K	0	–	Closed
925	AIL AGF Investments LLC Toronto, Ontario, Canada	$0	-$29K	0	–	Closed