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 for reliable power management in a decarbonized economy.
Published on May 28
Governments and utilities worldwide are pouring capital into modernising energy infrastructure. The companies in this group are at the heart of that spending wave, and the momentum is only building.
From solid-state to flow batteries, next-generation storage technology is advancing fast. Experts are watching this space closely, and early movers could be well positioned as adoption scales globally.
Regulatory mandates and net-zero commitments are accelerating demand for storage solutions at a pace that shows no sign of slowing. Missing this theme could mean missing one of the defining investment trends of the decade.
The world is rapidly moving away from fossil fuels, and renewable energy sources like solar and wind are taking centre stage. The challenge is that these sources are intermittent — the sun does not always shine and the wind does not always blow. Advanced energy storage technology solves this problem by capturing excess power and releasing it exactly when it is needed most. Our analysts see this as one of the most important structural shifts in the global energy system, with significant long-term investment potential.
This group spans a broad range of companies across the energy storage value chain, from hardware manufacturers building batteries to software companies using AI to manage energy systems. Technologies include lithium-ion, solid-state, flow batteries, and more. As a thematic growth allocation, this group is suited to investors with a long-term outlook who want exposure to the clean energy transition. As with any growth theme, individual companies may carry varying levels of risk.
Every stock in this group was hand-picked by professional analysts specifically for its direct role in the energy storage ecosystem. From global storage operators and system integrators to residential battery providers and solar-plus-storage developers, each company reflects a distinct part of how the world is building a more reliable, renewable-powered grid. These are not random picks — they represent carefully considered exposure to one of the fastest-growing infrastructure themes of our time.
This basket's total market capitalisation is $35.60B and is anchored by several large-cap stocks, giving it a generally stable profile.
ENPH: $9.26B
SEDG: $4.45B
CSIQ: $1.29B
Get the full story on this Basket. Read our detailed article on its risks and potential.
Trade stocks, ETFs, and more with zero commission. Keep more of your returns.
Part of Exinity Group 2015, serving over a million customers globally.
Earn 6% AER on uninvested cash with daily interest payments.
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.
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.
+5
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:
+134.79%
On average, analysts expect assets in this group to grow 134.79% over the next year.
5 of 14 assets in this group are rated Buy by professional analysts.
