This investment theme focuses on companies developing advanced battery and grid-scale storage solutions for renewable energy. It aims to capitalize on the increasing necessity of stabilizing power grids as wind and solar adoption accelerates.
Published on June 2
As wind and solar installations surge worldwide, the demand for reliable energy storage has never been more urgent. The companies in this group are building the infrastructure that makes the clean energy transition actually work.
From solid-state batteries to iron flow cells and green hydrogen, these companies are commercialising technologies that were once considered futuristic. Early investors in transformative infrastructure shifts have historically been rewarded handsomely.
Unprecedented levels of government subsidies and policy support are flowing into energy storage across major economies. That kind of structural tailwind can accelerate growth in ways that few other sectors enjoy right now.
Wind and solar energy are growing fast, but they come with a challenge: the sun does not always shine and the wind does not always blow. Advanced energy storage technologies solve this by capturing energy when it is plentiful and releasing it when it is needed most. Our analysts believe companies pioneering these solutions sit at the heart of one of the most important infrastructure shifts of our generation.
These stocks operate in a fast-moving and innovative sector, which means they can experience significant price swings. The potential upside is considerable, but so is the volatility, particularly as many technologies are still reaching commercial scale. Government subsidies and long-term policy support are helping to accelerate growth, making this a high-risk, high-potential theme worth understanding before investing.
Each company in this group was carefully handpicked by professional analysts to represent both established market leaders and emerging innovators across the energy storage value chain. From AI-optimised storage software to long-duration flow batteries and green hydrogen, these picks directly address the infrastructure bottlenecks slowing down the global transition to clean energy.
This basket's total market capitalisation is $37.39B and is heavily weighted toward large-cap holdings that anchor its overall profile.
ENPH: $8.40B
SEDG: $4.61B
PLUG: $5.50B
Get the full story on this Basket. Read our detailed article on its risks and potential.
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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 Refinitiv Ltd.
If you invested across these assets:
In 12 months it might be worth:
+156.08%
On average, analysts expect assets in this group to grow 156.08% over the next year.
5 of 14 assets in this group are rated Buy by professional analysts.
