Batteries & storage
Battery cells and materials, and energy-storage systems for vehicles, homes and the grid.
Batteries power electric vehicles and store energy for homes and the grid. This theme covers battery cell and materials makers, battery recycling and energy-storage systems.
Companies
54
Core
33
With a moat
11%
Average quality
19
0 wide moat · 6 narrow moat · 48 no moat · Open in screener →
Core The theme describes the company's main business. Partial A meaningful part of the business, but not the main one.
Companies
| Company | Exposure | Industry | Moat | Quality | Market cap |
|---|---|---|---|---|---|
| ENS EnerSys | Core | Electrical Equipment & Power | Narrow | 58 | $6.1B |
| QS QuantumScape Corp | Core | Auto Parts & Suppliers | None | 16 | $2.4B |
| AMPX Amprius Technologies, Inc. | Core | Electrical Equipment & Power | None | 20 | $1.1B |
| FLNC Fluence Energy, Inc. | Core | Renewable Energy & Clean Tech | None | 22 | $1.1B |
| ELVA Electrovaya Inc. | Core | Renewable Energy & Clean Tech | None | 15 | $750M |
| EOSE Eos Energy Enterprises, Inc. | Core | Electrical Equipment & Power | None | 22 | $659M |
| FAC Factorial Energy Inc. | Core | Electrical Equipment & Power | None | 1 | $517M |
| ENVX Enovix Corp | Core | Renewable Energy & Clean Tech | None | 14 | $514M |
| NRGV Energy Vault Holdings, Inc. | Core | Renewable Energy & Clean Tech | None | 13 | $505M |
| NVX NOVONIX Ltd | Core | Electrical Equipment & Power | None | 30 | $452M |
| SLDP Solid Power, Inc. | Core | Auto Parts & Suppliers | None | 21 | $447M |
| SES SES AI Corp | Core | Electrical Equipment & Power | None | 22 | $260M |
| NMG Nouveau Monde Graphite Inc. | Core | Metals, Mining & Steel | None | 12 | $230M |
| ABAT AMERICAN BATTERY TECHNOLOGY Co | Core | Metals, Mining & Steel | None | 17 | $205M |
| MVST Microvast Holdings, Inc. | Core | Machinery | None | 25 | $196M |
| NEOV NeoVolta Inc. | Core | Renewable Energy & Clean Tech | None | 16 | $127M |
| ULBI ULTRALIFE CORP | Core | Electrical Equipment & Power | None | 31 | $101M |
| TURB Turbo Energy, S.A. | Core | Renewable Energy & Clean Tech | None | 15 | $100M |
| KULR KULR Technology Group, Inc. | Core | Electronic Components & Instruments | None | 23 | $84M |
| CBAT CBAK Energy Technology, Inc. | Core | Electrical Equipment & Power | None | 23 | $70M |
| DFLI Dragonfly Energy Holdings Corp. | Core | Renewable Energy & Clean Tech | None | 10 | $43M |
| ZOOZ ZOOZ Strategy Ltd. | Core | Renewable Energy & Clean Tech | None | 10 | $40M |
| ELPW Elong Power Holding Ltd. | Core | Renewable Energy & Clean Tech | None | 9 | $40M |
| STI Solidion Technology Inc. | Core | Electrical Equipment & Power | None | 9 | $38M |
| STEM STEM, INC. | Core | Renewable Energy & Clean Tech | None | 22 | $29M |
| BESS Bimergen Energy Corp | Core | Electrical Equipment & Power | None | 25 | $15M |
| FLUX Flux Power Holdings, Inc. | Core | Renewable Energy & Clean Tech | None | 15 | $9M |
| AQMS Aqua Metals, Inc. | Core | Renewable Energy & Clean Tech | None | 10 | $5M |
| GWH ESS Tech, Inc. | Core | Renewable Energy & Clean Tech | None | 9 | $5M |
| XPON Expion360 Inc. | Core | Renewable Energy & Clean Tech | None | 14 | $4M |
| OZSC OZOP ENERGY SOLUTIONS, INC. | Core | Renewable Energy & Clean Tech | None | 10 | $1M |
| EZGO EZGO Technologies Ltd. | Core | Automobiles | None | 18 | — |
| PHOS First Phosphate Corp. | Core | Metals, Mining & Steel | None | 12 | — |
| TSLA Tesla, Inc. | Partial | Automobiles | Narrow | 44 | $1.45T |
| SQM CHEMICAL & MINING CO OF CHILE INC | Partial | Chemicals | Narrow | 50 | $22.2B |
| PKX POSCO HOLDINGS INC. | Partial | Metals, Mining & Steel | None | 27 | $17.4B |
| ALB ALBEMARLE CORP | Partial | Chemicals | Narrow | 38 | $11.2B |
| ORA ORMAT TECHNOLOGIES, INC. | Partial | Electric & Multi-Utilities | Narrow | 37 | $5.3B |
| ENPH Enphase Energy, Inc. | Partial | Renewable Energy & Clean Tech | Narrow | 43 | $4.0B |
| SGML Sigma Lithium Corp | Partial | Metals, Mining & Steel | None | 8 | $2.4B |
| RUN Sunrun Inc. | Partial | Renewable Energy & Clean Tech | None | 24 | $1.7B |
| LAR Lithium Argentina AG | Partial | Metals, Mining & Steel | None | 8 | $1.6B |
| LAC LITHIUM AMERICAS CORP. | Partial | Metals, Mining & Steel | None | 28 | $781M |
| ADSE Ads-Tec Energy Public Ltd Co | Partial | Electrical Equipment & Power | None | 10 | $700M |
| ELVR Elevra Lithium Ltd | Partial | Metals, Mining & Steel | None | 10 | $441M |
| SLI STANDARD LITHIUM LTD. | Partial | Metals, Mining & Steel | None | 16 | $355M |
| IONR ioneer Ltd | Partial | Metals, Mining & Steel | None | 15 | $185M |
| ATLX Atlas Lithium Corp | Partial | Metals, Mining & Steel | None | 12 | $62M |
| WWR WESTWATER RESOURCES, INC. | Partial | Electrical Equipment & Power | None | 24 | $53M |
| ELBM Electra Battery Materials Corp | Partial | Metals, Mining & Steel | None | 9 | $50M |
| IBATF INTERNATIONAL BATTERY METALS LTD. | Partial | Metals, Mining & Steel | None | 18 | $27M |
| BLTH AMERICAN BATTERY MATERIALS, INC. | Partial | Metals, Mining & Steel | None | 5 | $10M |
| SDST Stardust Power Inc. | Partial | Electrical Equipment & Power | None | 5 | $1M |
| CRML Critical Metals Corp. | Partial | Metals, Mining & Steel | None | 7 | — |
54 companies.
Price versus fair value for every company is in the screener.