← 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
1801	CFN Cordasco Financial Network Naples, Florida	$51K	+$15.9K	1	0.04%	Increased
1802	PO Private Ocean San Rafael, California	$51K	-$367K	1	0.01%	Reduced
1803	IF Ironwood Financial Tucson, Arizona	$49K	+$17.7K	1	0.02%	Increased
1804	CAL Capital Advisors Ltd Shaker Heights, Ohio	$45K	$0	2	0.01%	Maintained
1805	DTIM Danda Trouve Investment Management Prairie Village, Kansas	$43K	-$17.7K	1	0.06%	Reduced
1806	Farmers & Merchants Investments Inc Lincoln, Nebraska	$43K	+$35.4K	1	0%	New
1807	TF Tompkins Financial Ithaca, New York	$43K	+$35.4K	1	0.01%	New
1808	CWAF Core Wealth Advisors (Florida) Lakeland, Florida	$41K	$0	1	0.04%	Maintained
1809	CX Institutional Auburn, Indiana	$41K	$0	1	0%	Maintained
1810	Harding Loevner Bridgewater, New Jersey	$41K	$0	1	0%	Maintained
1811	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$39K	+$14.5K	1	0.01%	Increased
1812	CHC City Holding Co Charleston, West Virginia	$38K	+$21.6K	2	0.01%	Increased
1813	IWP IAG Wealth Partners Waukesha, Wisconsin	$38K	$0	2	0.02%	Maintained
1814	Salem Investment Counselors Winston Salem, North Carolina	$32K	-$8.86K	1	0%	Reduced
1815	DI Disciplined Investments Tulsa, Oklahoma	$31K	-$20.2K	1	0.02%	Reduced
1816	RWM Raffa Wealth Management Washington, District of Columbia	$30K	-$3.54K	1	0.01%	Reduced
1817	TFO Tarbox Family Office Newport Beach, California	$28K	$0	1	0.01%	Maintained
1818	JWM Janiczek Wealth Management Denver, Colorado	$27K	+$22.7K	1	0.01%	New
1819	NC NewSquare Capital Newtown Square, Pennsylvania	$27K	-$12.8K	1	0%	Reduced
1820	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$27K	$0	1	0.02%	Maintained
1821	HS Horan Securities Cincinnati, United States	$26K	-$23K	1	0.03%	Reduced
1822	AssetMark Inc Concord, California	$24K	+$8.86K	1	0%	Increased
1823	RBC Roble Belko & Company Sewickley, Pennsylvania	$24K	-$3.54K	1	0.01%	Reduced
1824	Thompson Siegel & Walmsley Richmond, Virginia	$22K	$0	1	0%	Maintained
1825	AWM AllSquare Wealth Management Albany, New York	$21K	-$1.77K	1	0.02%	Reduced