← 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
2151	CMI Clare Market Investments Dallas, Texas	$1.7M	+$230K	1	0.31%	Increased
2152	Financial Partners Group (Kansas) Overland Park, Kansas	$1.7M	-$5.97K	1	0.17%	Reduced
2153	BWM BlackDiamond Wealth Management New York	$1.7M	+$120K	1	0.68%	Increased
2154	Novem Group Rochester, New York	$1.7M	+$250K	1	0.17%	Increased
2155	SPI Sutton Place Investors Katonah, New York	$1.69M	+$101K	1	0.82%	Increased
2156	SCM Saxony Capital Management St. Louis, Missouri	$1.69M	+$237K	1	0.77%	Increased
2157	INVST Indianapolis, Indiana	$1.69M	+$184K	1	0.16%	Increased
2158	Hartford Funds Management Wayne, Pennsylvania	$1.69M	+$154K	1	0.13%	Increased
2159	RA Resolute Advisors San Francisco, California	$1.68M	-$504K	1	0.4%	Reduced
2160	LSA Lansing Street Advisors Ambler, Pennsylvania	$1.68M	+$546K	1	0.36%	Increased
2161	LWM Lionshead Wealth Management New York	$1.68M	+$3.18K	1	1.09%	Increased
2162	CMANY Capital Management Associates (New York) New York	$1.68M	$0	1	2.16%	Maintained
2163	Phillips Financial Management Fort Wayne, Indiana	$1.68M	-$2.39K	1	0.12%	Reduced
2164	PFA Perryman Financial Advisory Dallas, Texas	$1.68M	+$828K	1	0.22%	Increased
2165	AWMT AAFMAA Wealth Management & Trust Fayetteville, North Carolina	$1.67M	+$89.1K	1	0.58%	Increased
2166	IAAG Innovative Asset Advisors Group Shelton, Connecticut	$1.67M	-$189K	2	0.73%	Reduced
2167	NEWAS N.E.W. Advisory Services De Pere, Wisconsin	$1.67M	+$58.4K	3	0.11%	Increased
2168	JWM Jeppson Wealth Management Manhattan Beach, California	$1.67M	-$16.3K	1	0.49%	Reduced
2169	UWS Unique Wealth Strategies Burr Ridge, Illinois	$1.65M	-$92.7K	1	0.6%	Reduced
2170	Sit Investment Associates Minneapolis, Minnesota	$1.65M	$0	1	0.03%	Maintained
2171	IQI Integrated Quantitative Investments Bellevue, Washington	$1.65M	-$1.3M	1	0.27%	Reduced
2172	RFA ROI Financial Advisors Beaverton, Oregon	$1.65M	-$18.3K	1	0.85%	Reduced
2173	FA Fermata Advisors Sonoma, California	$1.65M	+$138K	1	0.33%	Increased
2174	Westside Investment Management Santa Monica, California	$1.64M	+$26.6K	3	0.22%	Increased
2175	JCFM JBR Co Financial Management Ardmore, Oklahoma	$1.64M	-$885K	1	0.6%	Reduced