This investment theme focuses on companies developing advanced battery technologies and grid-scale storage solutions. It seeks to capitalize on the transition to intermittent renewable energy sources like wind and solar.
Published on May 27
As solar and wind power become the backbone of global electricity, the need to store that energy reliably has never been greater. The companies in this group are building the solutions that make clean power actually work at scale.
From the US to Europe and beyond, governments are pouring incentives and funding into clean energy storage infrastructure. That policy tailwind could translate into serious growth opportunities for the companies leading this charge.
Flow batteries, zinc-based systems, thermal storage, and AI-driven energy management represent a new wave of innovation that experts are closely watching. Getting in early on transformative technology shifts has historically rewarded curious investors.
The world is shifting rapidly toward clean energy, but solar and wind power only generate electricity when the sun shines or the wind blows. That creates a critical need for advanced energy storage. Our analysts have focused on companies building the technologies that store and stabilise this power, helping ensure clean energy is reliable, consistent, and ready when it is needed most.
This group spans a broad range of companies, from pure-play battery manufacturers to large diversified renewable energy platforms. Some are earlier-stage innovators with higher growth potential and higher risk, while others are established operators with global scale. Government incentives and corporate sustainability targets are actively accelerating demand across the entire sector, providing meaningful tailwinds for the group.
These stocks were handpicked by professional analysts to represent the full value chain of next-generation energy storage. They include pioneers in flow batteries, zinc-based systems, thermal storage, AI-optimised software, and large-scale renewable platforms. Each company plays a distinct and important role in modernising the global energy grid, offering investors a well-rounded view of this structural growth opportunity.
Total market capitalisation is $24.66B and the basket is heavily anchored by several large-cap holdings, which generally impart a more stable profile.
FLNC: $3.93B
SEDG: $4.30B
STEM: $92.08M
Get the full story on this Basket. Read our detailed article on its risks and potential.
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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:
+179.34%
On average, analysts expect assets in this group to grow 179.34% over the next year.
6 of 14 assets in this group are rated Buy by professional analysts.
