This investment theme focuses on companies developing advanced battery technologies and grid-scale storage solutions. It seeks to capitalize on the global shift toward renewable energy integration and grid stability.
Published on April 17
Governments and energy companies worldwide are racing to build reliable storage infrastructure as renewable energy targets become law. The companies in this group are at the very centre of that urgent, multi-trillion-pound buildout.
Solid-state batteries, flow batteries, and AI-powered grid software are still emerging technologies with enormous room to scale. Getting exposure now means you could be positioned ahead of the curve before these solutions become the global standard.
Professional investors and energy analysts are tracking this sector as one of the defining infrastructure themes of the decade. These stocks have been carefully handpicked based on their potential to lead the next phase of clean energy growth.
The world is shifting rapidly toward renewable energy, but solar and wind power come with a big challenge: they only generate electricity when the sun shines or the wind blows. Advanced battery and grid storage technologies solve this problem by storing excess energy and releasing it when it is needed most. Our analysts believe this critical infrastructure need makes these companies central to the global decarbonisation megatrend, with falling technology costs and strong regulatory backing set to accelerate growth.
This group covers a wide range of companies, from those building cutting-edge hardware like solid-state and flow batteries to those developing intelligent software that manages how energy is distributed across power grids. The companies span residential, commercial, and utility-scale applications, meaning this group touches on many layers of the clean energy ecosystem. As a growth-oriented theme, it carries the excitement of a fast-moving sector, so it is worth keeping an eye on technological breakthroughs and regulatory developments.
These stocks were handpicked by professional analysts for their direct role in solving one of the most pressing challenges in clean energy: reliable, large-scale energy storage. Each company was selected because it is actively developing or deploying storage solutions that utilities, industries, and communities depend on. From long-duration iron flow batteries to AI-powered energy management platforms, every pick represents a targeted piece of the grid modernisation puzzle, chosen for its potential, not at random.
This basket's total market capitalisation is $308.70M, heavily anchored by a few large-cap stocks that dominate its weighting. That concentration tends to make performance more stable but less likely to produce outsized short-term returns.
STEM: $91.15M
STI: $54.37M
NEOV: $129.42M
Get the full story on this Basket. Read our detailed article on its risks and potential.
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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.
Here are a few of the assets in this group. Create an account to unlock the full list.
On average, analysts expect assets in this group to grow 183.4% over the next year.
5 of 8 assets in this group are rated Buy by professional analysts.
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:
+183.40%
