← 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
1251	CCP Carmel Capital Partners San Diego, California	$5.43M	+$98K	1	1.79%	Increased
1252	PCS Personal CFO Solutions Chester, New Jersey	$5.43M	+$277K	1	0.78%	Increased
1253	CCA Cadent Capital Advisors Tulsa, Oklahoma	$5.43M	+$120K	1	1.12%	Increased
1254	Choate Investment Advisors Boston, Massachusetts	$5.42M	+$115K	1	0.1%	Increased
1255	RCG Regatta Capital Group El Segundo, California	$5.41M	+$62.8K	1	0.73%	Increased
1256	PGWM Parisi Gray Wealth Management Mendham, New Jersey	$5.41M	-$76K	1	1.11%	Reduced
1257	RCA Resonant Capital Advisors Madison, Wisconsin	$5.4M	+$343K	2	0.26%	Increased
1258	FIM FWL Investment Management Dallas, Texas	$5.39M	+$594K	1	0.99%	Increased
1259	Aquatic Capital Management Chicago, Illinois	$5.38M	-$40.3M	5	0.18%	Reduced
1260	SWA SFMG Wealth Advisors Plano, Texas	$5.37M	+$337K	1	0.32%	Increased
1261	RA Range Advisory Mclean, Virginia	$5.37M	+$2.43M	1	0.64%	Increased
1262	Robertson Stephens Wealth Management San Francisco, California	$5.36M	-$424K	1	0.13%	Reduced
1263	HIA Harbor Investment Advisory Lutherville, Maryland	$5.35M	-$291K	2	0.37%	Reduced
1264	JF Jericho Financial Westerville, Ohio	$5.34M	+$98.2K	1	2.77%	Increased
1265	Facet Wealth Inc Baltimore, Maryland	$5.34M	+$435K	1	0.08%	Increased
1266	MMPW Mitchell McLeod Pugh & Williams Mobile, Alabama	$5.32M	+$43.7K	1	0.65%	Increased
1267	OWCM One Wealth Capital Management Scottsdale, Arizona	$5.32M	+$2.48M	1	1.5%	Increased
1268	DBG De Burlo Group Boston, Massachusetts	$5.31M	-$1.99K	1	0.97%	Reduced
1269	Conning Inc Hartford, Connecticut	$5.3M	-$77.2K	1	0.16%	Reduced
1270	WCM Weaver Capital Management Suwanee, Georgia	$5.3M	$0	1	1.17%	Maintained
1271	SI Stonekeep Investments Sante Fe, New Mexico	$5.28M	+$28.2K	1	3.07%	Increased
1272	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$5.25M	-$10.3K	1	0.66%	Reduced
1273	BJF Blue Jean Financial Albany, New York	$5.24M	+$1M	1	3.65%	Increased
1274	LWM Liberty Wealth Management Oakland, California	$5.24M	$0	1	0.65%	Maintained
1275	RMC Ring Mountain Capital Tiburon, California	$5.24M	-$31K	1	2.2%	Reduced