These carefully selected companies are building the foundation for a battery revolution focused on enhanced safety and energy density. Professional analysts have identified these critical suppliers and patent-holders as key beneficiaries of the shift to solid-state technology across the energy storage market.
Major automakers are pouring billions into solid-state battery technology to secure their competitive edge in next-generation electric vehicles, creating a powerful growth catalyst for these companies.
These companies aren't just about EVs—they're developing technology that could transform energy storage across industries, from consumer electronics to renewable energy grids.
As solid-state technology moves from laboratories to production lines, these pioneers hold the patents, materials, and manufacturing expertise that larger players will need to license or acquire.
Solid-state batteries represent the next frontier in energy storage, offering higher energy density and improved safety over traditional lithium-ion batteries. This collection targets companies positioned along the entire value chain—from raw material suppliers to technology developers—all working to bring this breakthrough technology from labs to commercial production.
This group includes a strategic mix of established material producers, innovative technology licensors, and emerging manufacturers. Major automakers are investing billions in this technology, signaling its potential to transform electric vehicles and electronics. These stocks represent higher-growth opportunities that could complement a diversified portfolio.
These companies were handpicked based on their essential role in enabling solid-state battery technology. Our selection includes the indispensable raw material providers, the intellectual property owners developing novel designs, and the manufacturers closest to achieving scalable production—all critical pieces in the solid-state battery ecosystem.
Summary and key takeaways for the 'Solid-State Battery Enablers' basket based on provided market capitalisation breakdown.
QS: $8.78B
ALB: $10.75B
SQM: $11.97B
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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.
Home Depot's recent earnings beat highlights consistent consumer spending on smaller household repair and maintenance projects. This ongoing trend presents promising opportunities for various home improvement retailers and building material suppliers.
BHP Group recently posted a massive earnings beat driven by record copper profitability, allowing the miner to raise its dividend to a four-year high. This performance highlights a structural shift toward electrification metals, creating opportunities for industrial equipment suppliers and competing copper producers.
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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:
+289.24%
On average, analysts expect assets in this group to grow 289.24% over the next year.
8 of 14 assets in this group are rated Buy by professional analysts.
