| Window | Theses | Resolved | Wins | Win rate | Avg return | Median return |
|---|---|---|---|---|---|---|
| 1d | — | — | — | — | — | — |
| 3d | — | — | — | — | — | — |
| 1w | — | — | — | — | — | — |
| 1m | — | — | — | — | — | — |
| 3m | — | — | — | — | — | — |
| 6m | — | — | — | — | — | — |
| 1y | — | — | — | — | — | — |
Past performance does not predict future results. Informational only, not investment advice.
Peak demand pressures and data center load growth are driving investment in distributed resilience solutions. NXXT's microgrid and site-level storage systems reduce dependence on the central grid and stand to benefit from this trend.
Large utilities are now procuring grid-scale storage systems, signaling storage has shifted from future opportunity to immediate necessity. STEM's storage optimization and software platform is positioned to capture value from this accelerating wave of battery deployments.
Utility-scale battery storage is becoming a core grid requirement as utilities like CPS Energy deploy 500+ MW projects. FLNC, which builds and integrates grid storage hardware, is positioned to benefit from this structural shift in grid infrastructure.
End of results.