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Beacon

WATSCorgi Battery Energy Storage Systems ETF

Grow my moneyNewRanked #2,488 of 2,951 in this goal

Seeks capital appreciation.

By Corgi Funds · Launched 2026

Annual Cost

0.35%

#1,713 of 5,584 · low cost

Fund Size

$2M

#5,419 of 5,584 · small

Return (1Y)Goal

N/A

Track Record

1 month

#5,457 of 5,584 · young

Performance

Total-return NAV · USD
Growth of $10,000
$10,724+7.2%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Region

Global

Strategy

Active selection

Sector

Energy

What it actually holds

By weight

Concentration

Top 10 holdings = 65.8% of fundconcentrated

Tesla IncTSLA
15.7%
Bloom Energy Corp Class ABE
8.2%
Enphase Energy IncENPH
8.2%
SolarEdge Technologies IncSEDG
7.3%
Sunrun IncRUN
5.6%
EnerSysENS
4.6%
Fluence Energy Inc Class AFLNC
4.6%
Eos Energy Enterprises Inc Ordinary Shares Class AEOSE
4.2%
Enovix CorpENVX
3.9%
Albemarle CorpALB
3.6%

Asset allocation

Stocks
98.7%
Cash
1.3%

By sector

Industrials
35.3%
Consumer Cyclical
23.5%
Technology
21.3%
Utilities
12.7%
Basic Materials
7.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
N/A
Max drawdown
-20.9%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Listing

Exchange
Cboe BZX

Full fund details

Objective
Seeks capital appreciation.
Strategy
Actively manages a portfolio primarily invested in companies materially involved in the design, manufacturing, integration, deployment, and operation of battery energy storage systems. Invests at least 80% of net assets in equity securities of U.S. and foreign companies across all market capitalizations. Focuses on companies with significant revenues, profits, or assets dedicated to battery energy storage activities. May invest in illiquid investments and other investment companies for exposure or cash management.
Inception date
May 5, 2026
Fund family
Corgi Funds

Our take

Structural notes on how this fund behaves. Read our guide on the 6 warning signs.

Thematic
Warning

These usually launch after the gains are gone

A theme gets packaged into a fund after it has already run. Over the past 15 years, fewer than one in 10 thematic funds beat a broad global index, and more than three-quarters closed down entirely. The pitch always sounds good. The returns rarely follow.

Sources: Morningstar, 'Global Thematic Funds Landscape' (2022)

Educational analysis of structural product characteristics. Not investment advice. Always read the fund prospectus and consult a qualified advisor before investing. More

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Data updated on 2026-06-23