Governments and energy companies worldwide are racing to stabilise power grids as renewables surge. The companies in this group are building the infrastructure that makes that possible, and the window to get in early may not stay open for long.
From solid-state batteries to iron flow technology, this sector is seeing real innovation at pace. Analysts are watching these firms closely as higher energy densities and falling costs could unlock enormous commercial opportunity.
Professional analysts have hand-selected these companies for their intellectual property, scalable manufacturing, and strategic positioning across the entire energy storage value chain. This is not a trend to overlook.
The world is moving away from fossil fuels, and that shift depends on one critical piece of the puzzle: storing energy reliably. Solar and wind power are intermittent by nature, so without smart, large-scale storage solutions, grids can become unstable. This group targets companies at the forefront of solving that problem, from next-generation battery cell manufacturing to the software that keeps power flowing smoothly alongside renewable generation.
This is a growth-oriented, thematic basket, meaning these companies are tied to a long-term trend rather than short-term market movements. The sector spans a wide value chain, including battery hardware, smart-grid software, and integrated renewable platforms. As with any emerging technology space, there can be volatility, but the underlying demand for energy storage is expected to grow significantly as decarbonisation targets tighten globally.
These stocks were handpicked by professional analysts for their strong intellectual property, scalable manufacturing capabilities, and meaningful roles in the energy storage value chain. Whether developing solid-state batteries, flow battery systems, or AI-powered grid optimisation software, each company represents a distinct and credible piece of the broader energy storage revolution, not a random selection.
Focusing on innovative battery technologies and grid-scale storage solutions essential for a renewable energy transition. This theme targets companies developing high-capacity, long-duration energy storage systems.
This basket's total market capitalisation is $1.34T and is heavily anchored by a single very large constituent, creating a concentrated, large-cap dominated profile.
TSLA: $1.32T
ENPH: $4.43B
SEDG: $2.72B
Get the full story on this Basket. Read our detailed article on its risks and potential.
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Part of Exinity Group 2015, serving over a million customers globally.
Earn 6% AER on uninvested cash with daily interest payments.
Gilead Sciences has secured FDA approval for a new once-daily HIV combination pill, streamlining therapy for millions of suppressed patients. This regulatory milestone spotlights investment opportunities in pioneering biopharmaceutical companies and drug delivery developers focused on advanced antiviral treatments.
Disney is suing the FCC to block an early license review of its ABC stations, arguing the move is politically motivated retaliation against its news coverage. This unprecedented legal battle highlights the growing regulatory risks for traditional broadcasters and underscores the structural advantages of unregulated digital streaming platforms.
SK Hynix has unveiled a record-breaking 40 trillion won share buyback fueled by soaring demand for its AI memory chips. This historic capital return creates a compelling investment theme centered on high-bandwidth memory producers and the specialized equipment manufacturers that enable their advanced production.
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Here are a few of the assets in this group. Create an account to unlock the full list.
Use the growth calculator to see how much investing in these assets could return over one year, based on aggregated analyst sentiment provided by Refinitive Ltd.
If you invested across these assets:
In 12 months it might be worth:
+217.79%
On average, analysts expect assets in this group to grow 217.79% over the next year.
6 of 14 assets in this group are rated Buy by professional analysts.
