arithmos— AI-powered custom index builder. You’re viewing a shared index.
Index
Battery Storage & ESS Index
official“An index of public companies leveraged to grid-scale battery energy storage systems — integrators, manufacturers, and software firms enabling renewable firming.” — by Niamh Rahman
built · 2026-04-30 21:38·rebalance · quarterly·next run · 2026-07-30
backtest · S&P 500 (SPX)·range
CAGR—
Annual vol—
Sharpe—
Sortino—
Max drawdown—
Best year—
Worst year—
risk-free raterf = 4.50%
vs S&P 500 (SPX) · 1M—
vs S&P 500 (SPX) · 1Y—
vs S&P 500 (SPX) · 2Y—
vs S&P 500 (SPX) · 3Y—
vs S&P 500 (SPX) · 5Y—
vs S&P 500 (SPX) · 10Y—
no backtest data
sharpe ratio
| ticker | weight | YTD | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|
| TSLA | 25.0% | — | — | — | — | — |
| FLNC | 18.0% | — | — | — | — | — |
| STEM | 10.0% | — | — | — | — | — |
| ENPH | 10.0% | — | — | — | — | — |
| RUN | 8.0% | — | — | — | — | — |
| EOSE | 7.0% | — | — | — | — | — |
| QS | 7.0% | — | — | — | — | — |
| ALB | 8.0% | — | — | — | — | — |
| ENS | 7.0% | — | — | — | — | — |
| weighted | 100% | — | — | — | — | — |
attribution factsheet
holdings · 9
click a row to drill in ↗NameAllocation· cap 25%Rationale
TSLATeslaConsumer Discretionary25.00%Megapack — fastest-growing utility-scale ESS franchise.FLNCFluence EnergyIndustrials18.00%AES-Siemens JV; pure-play ESS systems integrator.STEMStem IncIndustrials10.00%AI-driven energy storage software.ENPHEnphase EnergyTechnology10.00%Residential solar + battery system leader.RUNSunrunIndustrials8.00%Residential solar + storage installer.ALBAlbemarleMaterials8.00%Largest US lithium producer feeding ESS supply.EOSEEos Energy EnterprisesIndustrials7.00%Zinc-bromide long-duration storage manufacturer.QSQuantumScapeTechnology7.00%Solid-state battery developer for stationary and EV.ENSEnerSysIndustrials7.00%Industrial and reserve-power batteries for telecom and grid.
▾
▾
▾
▾
▾
▾
▾
▾
▾
weighting · market_cap · cap=25%
rebalance · quarterly
