Why it matters
Batteries, grid storage and the supply chain. These themes often connect to policy, commodity cycles, infrastructure spending and long investment lead times.
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Battery & Energy Storage
Batteries, grid storage and the supply chain.
Storage is the missing piece of the renewable grid and the heart of the EV. This collection curates battery makers, grid-scale storage providers and key materials names driving the energy-storage build-out.
What to check next
Check backlog quality, project execution, input costs, balance-sheet resilience and sensitivity to commodity prices or government budgets.
Main risk
Cyclical demand, cost overruns, regulation and commodity volatility can overwhelm even a strong long-term infrastructure or energy story.
| Company | Market | Market Cap | Reward | Risk | Yield | |
|---|---|---|---|---|---|---|
| Tesla IncTSLA | $1.5T | — | ||||
| Bloom Energy CorpBE | $81.9B | — | ||||
| Albemarle CorpALB | $22.5B | 0.9% | ||||
| Enphase Energy IncENPH | $6.5B | — | ||||
| QuantumScape Corporation Class A Common StockQS | $4.2B | — | ||||
| Eos Energy Enterprises IncEOSE | $3.7B | — | ||||
| Fluence Energy IncFLNC | $3.0B | — | ||||
| Amprius Technologies Inc.AMPX | $2.8B | — | ||||
| Plug Power IncPLUG | $2.5B | — | ||||
| SolarEdge Technologies IncSEDG | $2.1B | — | ||||
| Enovix CorpENVX | $1.3B | — | ||||
| Solid Power IncSLDP | $772.4M | — | ||||
| Microvast Holdings IncMVST | $764.7M | — | ||||
| FuelCell Energy IncFCEL | $426.3M | — | ||||
| Stem IncSTEM | $88.2M | — | ||||
| Ilika plcIKA | £50.6M | — |
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Frequently asked questions
What is the Battery & Energy Storage collection?
Batteries, grid storage and the supply chain. It currently holds 16 stocks, each rated by Openbook's Reward and Risk scores. Storage is the missing piece of the renewable grid and the heart of the EV.
How are Battery & Energy Storage stocks selected?
Battery & Energy Storage is a curated basket of companies with direct exposure to this theme, screened against live market data and ranked by market capitalisation.
How often is the Battery & Energy Storage list updated?
It is rebuilt from live market data, so the constituents and their rankings update as prices and company fundamentals change — there is no fixed, hand-edited list.
How should I use the Reward and Risk ratings?
Openbook's Reward rating combines a stock's growth, momentum, profitability and valuation into a single 0–100 score, and the Risk rating scores financial strength, volatility and size. Use them to compare names within this theme — broadly, a higher Reward alongside a lower Risk is more attractive. They are quantitative research signals, not investment advice.
Openbook Reward and Risk ratings and factor scores are quantitative signals for research, not investment advice. Data may be delayed. Some US-listed names carry partial factor coverage.