Bloom Energy

Joby Aviation

ChargePoint Holdings

EnerSys

AAR CORP.

Tesla

USC Midstream Energy Income Fund

Altus Midstream

Ballard Power Systems

Johnson Controls

WisdomTree Battery Value Chain and Innovation Fund

WBAT tracks a tier-weighted index that provides global exposure to companies involved in battery & energy storage solutions and innovation. The index uses a multi-factor investment process to select and weight equities.

ARK Industrial Innovation ETF

ARK Space Exploration & Innovation ETF

First Trust NASDAQ Global Auto Index Fund

SPDR S&P Kensho Smart Mobility ETF

SmartETFs Smart Transportation & Technology ETF

SPDR S&P Aerospace & Defense ETF

SPDR S&P Transportation ETF

I have been dreaming about flying cars since I was a child, watching the cartoon “The Jetsons.” For those old enough to remember, the Jetsons were the cartoon family of the future, and they owned a flying car.

Disruptive Theme of the Week: Flying Cars

Albemarle

Many investors are focusing their metals and mining focus on gold and silver in 2024. And lithium stocks took a beating in 2023 which continues into 2024.

3 Lithium Stocks to Buy on the Dip: April 2024

ALPS Clean Energy ETF

Amplify Lithium & Battery Technology ETF

SPDR S&P Kensho Clean Power ETF

Optica Rare Earth & Critical Materials ETF

Global X CleanTech ETF

Proshares S&P Kensho Cleantech ETF

Global X Funds-Global X Disruptive Materials Etf

Fidelity Clean Energy ETF

VanEck Green Metals ETF

Defiance Next Gen H2 ETF

Direxion Hydrogen ETF

Global X Hydrogen ETF

iShares Global Clean Energy ETF

Global X Lithium & Battery Tech ETF

Invesco Global Clean Energy Portfolio

First Trust NASDAQ Clean Edge Green Energy Index Fund

Global X Solar ETF

VanEck Rare Earth/Strategic Metals ETF

Global X Renewable Energy Producers ETF

Trueshares Eagle Global Renewable Energy Income ETF

VanEck Low Carbon Energy ETF

Invesco Solar ETF

Volcon

Global X Wind Energy ETF

Invesco MSCI Sustainable Future ETF

Investors who piled into clean energy themes the last few years are experiencing some performance pain this year, as we appear to be experiencing a detour on the road to the clean energy transition. Related themes have been hard hit this year due to a confluence of events.

A Detour on the Road to the Clean Energy Transition

By Mobeen Tahir, Associate Director, Research; and Christopher Gannatti, CFA, Global Head of Research   In 2023, we wrote a lot about artificial intelligence—possibly the “theme of the year.” On the other side of the ledger, we have been writing a lot about a possible resurgence in the performance of biotechnology stocks in 2024.

Who Wins If Toyota's Bet on Solid-State Batteries Pays Off?

Global X Autonomous & Electric Vehicles ETF

Direxion Daily Electric & Autonomous Vehicles Bull 2X Shares

Defiance Pure Electric Vehicle ETF

iShares Self-Driving EV and Tech ETF

Proshares S&P Global Core Battery Metals ETF

KraneShares Electric Vehicles & Future Mobility Index ETF

There have been several positive developments announced recently related to the development of solid-state batteries technology for electric vehicles. Investors and automakers are excited about the next “disruption” of lithium-ion battery technology, which is smaller and safer.

Disruptive Tech Theme of the Week: Solid-State Batteries

BYD Company Limited

BYD Co Ltd

Element EV Solar and Battery Materials Lithium Nickel Copper Cobalt Futures ETF

Energizer Holdings

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund

Largo Resources LTD

NextEra Energy

Siemens AG

Vistra Energy

Volkswagen AG

Electrovaya Inc

Stationary energy storage is booming, led by Tesla. Global stationary energy storage is forecast to double in 2023. Tesla Master Plan 3 says the world will need ~120 TWh of stationary energy storage for a 100% renewable energy world. That's about a 1,200x increase on today's level. How to invest into the stationary energy storage boom.

Stationary Energy Storage Is Set For Insane Growth - How To Invest Into This Boom

Coherent Corp

indie Semiconductor

Innoviz Technologies

Lithium Americas Corp

Li Auto Inc.

Piedmont Lithium

Stellantis N.V. 

XPeng

Even as electric-vehicle sales have been gaining traction, associated stocks have been crushed during 2022, led by Tesla.

20 EV stocks that could rebound the most in 2023

The ETF industry continued its rapid growth in 2022, with 422 new ETFs brought to market as of December 8, a handful more than last year's already staggering growth.

This Battery ETF May Be a Top Fund for 2022

By Christopher Gannatti, CFA Global Head of Research Many aspects of modern life that we all have become accustomed to depend on a steady supply of energy.

Are Recycled Battery Metals as Effective as Those Newly Mined?

News for WisdomTree Battery Value Chain and Innovation Fund ETF (WBAT)