71 stocks in the theme · theme 1-month -18.1% · as of 2026-08-07
Energy Storage & Batteries is bouncing back: its median constituent jumped 11.0% over the past week after falling 20.3% over the prior three months, with 82% of its members advancing. Companies manufacturing batteries, energy storage systems, or battery materials.
Below are the 10 largest Energy Storage & Batteries stocks by market capitalization, led by TSLA (Tesla, Inc. Common Stock) at $1.3T. Each is shown with its 1-month, 3-month, and year-to-date performance, relative-strength rank, and recent price action — a snapshot of where the money and momentum sit in the theme today.
These are the recognizable leaders, not micro-cap lottery tickets: ranking by market cap surfaces the companies with the scale, liquidity, and institutional ownership to actually represent the theme. Use the relative-strength column to separate the names outperforming the broad market from those just along for the ride.
Tesla is a vertically integrated battery electric vehicle automaker and developer of real-world artificial intelligence software, which includes autonomous driving and humanoid robots. The company has multiple vehicles in its fleet, which include a midsize sedan and crossover…
TSLA (Tesla, Inc. Common Stock) carries a $1.3T valuation. Within the theme it sits in the Battery Manufacturing & Technology sub-group. It's down -19.2% over the past month, lagging the theme's leaders. An RS rank of 55 is middling — neither leader nor laggard. Over longer windows it's -20.2% in three months and -25.0% year-to-date.
#2. VST — Vistra Corp. · $52.6B
Electric Utilities · Electric Utilities — Regulated & Renewable · Public since 2016
Vistra Corp. is one of the largest power producers and retail energy providers in the US. It owns 44 gigawatts of generation capacity, including natural gas (27 GW), nuclear (6.5 GW), coal (8.7 GW), and solar and battery storage (1.3 GW). The Cogentrix acquisition will add 5.5…
VST (Vistra Corp.) is a $52.6B name. Within the theme it sits in the Grid-Scale Energy Storage sub-group. A -11.0% one-month move has it out of favor for now. Relative strength is weak at 29; it's lagging the market. Over longer windows it's -8.7% in three months and -14.9% year-to-date.
#3. ALB — Albemarle Corporation · $13.9B
Chemicals · Specialty Chemicals — Multi-Market Specialty Materials · Public since 1994
Albemarle is one of the world's largest lithium producers. In the lithium industry, the majority of demand comes from batteries, where lithium is used as the energy storage material, particularly in electric vehicles. Albemarle is a fully integrated lithium producer. Its…
ALB (Albemarle Corporation) is a $13.9B name. Within the theme it sits in the Battery Materials & Components sub-group. The past month has been quiet — +2.1%. An RS rank of 94 puts it among the market's leaders. Over longer windows it's -33.9% in three months and -8.9% year-to-date.
#4. GNRC — GENERAC HOLDINGS INC · $11.6B
Electrical Equipment · Power Generation Equipment — Gas, Wind & Grid Solutions · Public since 2010
Generac designs and manufactures power generation equipment serving residential, commercial, and industrial markets. It offers standby generators, portable generators, lighting, outdoor power equipment, and a suite of clean energy products. Sales generated in the United States…
GNRC (GENERAC HOLDINGS INC) carries a $11.6B valuation. Within the theme it sits in the Residential & Commercial Storage sub-group. It's down -10.0% over the past month, lagging the theme's leaders. An RS rank of 57 is middling — neither leader nor laggard. Over longer windows it's -20.4% in three months and +50.4% year-to-date.
#5. BEP — Brookfield Renewable Partners L.P. · $10.0B
Renewable Energy · Renewable Energy — Multi-Technology Developer · Public since 2001
Brookfield Renewable is a globally diversified, multitechnology owner and operator of clean energy assets. The company's portfolio consists of hydroelectric, wind, solar, and storage facilities in North America, South America, Europe, and Asia and totals over 40 gigawatts of…
BEP (Brookfield Renewable Partners L.P.) commands a $10.0B market cap. Within the theme it sits in the Grid-Scale Energy Storage sub-group. The past month has been quiet — +0.7%. Relative strength sits mid-pack at 77. Over longer windows it's -3.9% in three months and +18.9% year-to-date.
#6. ENS — EnerSys, Inc. · $6.8B
Electrical Equipment · Electrical Equipment — Diversified Power Management · Public since 2004
EnerSys provides stored energy solutions for industrial applications. It also manufactures and distributes energy systems solutions and motive power batteries, specialty batteries, battery chargers, power equipment, battery accessories, and outdoor equipment enclosure solutions…
ENS (EnerSys, Inc.) commands a $6.8B market cap. Within the theme it sits in the Battery Manufacturing & Technology sub-group. It's down -7.1% over the past month, lagging the theme's leaders. With RS at 95, it's outperforming the broad tape. Over longer windows it's -14.0% in three months and +27.2% year-to-date.
#7. MWH — SOLV Energy, Inc. Class A Common Stock · $6.1B
Renewable Energy · Renewable Energy — Multi-Technology Developer · Public since 2026
SOLV Energy Inc is a provider of infrastructure services to the power industry, including engineering, procurement, construction, testing, commissioning, operations, maintenance and repowering. It specializes in designing, building and maintaining utility-scale solar and battery…
MWH (SOLV Energy, Inc. Class A Common Stock) commands a $6.1B market cap. Within the theme it sits in the Grid-Scale Energy Storage sub-group. It's roughly flat over the past month (+2.1%). An RS rank of 0 flags relative underperformance. Over longer windows it's -31.0% in three months and -5.3% year-to-date.
#8. BEPC — Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares · $6.1B
Renewable Energy · Renewable Energy — Multi-Technology Developer · Public since 2020
Brookfield Renewable is a globally diversified, multitechnology owner and operator of clean energy assets. The company's portfolio consists of hydroelectric, wind, solar, and storage facilities in North America, South America, Europe, and Asia, and totals over 40 gigawatts of…
BEPC (Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares) commands a $6.1B market cap. Within the theme it sits in the Grid-Scale Energy Storage sub-group. It's down -5.1% over the past month, lagging the theme's leaders. An RS rank of 43 is middling — neither leader nor laggard. Over longer windows it's -9.2% in three months and -15.4% year-to-date.
#9. ORA — Ormat Technologies, Inc. · $6.0B
Renewable Energy · Renewable Energy — Multi-Technology Developer · Public since 2004
Ormat Technologies Inc is engaged in the geothermal and recovered energy power business. It is engaged in three business segments: the Electricity Segment. where the company develops, builds, owns, and operates geothermal, solar PV, and recovered energy-based power plants in the…
ORA (Ormat Technologies, Inc.) is a $6.0B name. Within the theme it sits in the Grid-Scale Energy Storage sub-group. It's roughly flat over the past month (-2.1%). An RS rank of 77 is middling — neither leader nor laggard. Over longer windows it's -11.8% in three months and -5.0% year-to-date.
#10. POR — Portland General Electric Company · $5.9B
Electric Utilities · Electric Utilities — Regulated & Renewable · Public since 2006
Portland General Electric is a regulated electric utility providing generation, transmission, and distribution services in a service territory that includes about half of all Oregon residents and two-thirds of the state's business activity. The company owns (wholly or through…
POR (Portland General Electric Company) is a $5.9B name. Within the theme it sits in the Grid-Scale Energy Storage sub-group. A -6.0% one-month move has it out of favor for now. Relative strength sits mid-pack at 64. Over longer windows it's +0.9% in three months and +1.2% year-to-date.