WATSCorgi Battery Energy Storage Systems ETF
Seeks capital appreciation.
By Corgi · Launched 2026
Annual Cost
0.35%
#1,612 of 6,166 · low cost
Fund Size
$0.5M
#6,020 of 6,166 · small
Return (1Y)
N/A
Track Record
4 months
#5,431 of 6,166 · young
Performance
Total-return NAV · USDGrowth of $10,000
$7,673-23.3%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 10 holdings = 62.8% of fundconcentrated
Tesla IncTSLA
17.2%
Bloom Energy Corp Class ABE
9.0%
Enphase Energy IncENPH
6.6%
EnerSysENS
5.6%
Sociedad Quimica Y Minera De Chile SA ADRSQM
4.8%
Albemarle CorpALB
4.3%
The AES CorpAES
4.2%
Energy Vault Holdings IncNRGV
3.8%
Sunrun IncRUN
3.8%
Generac Holdings IncGNRC
3.6%
Asset allocation
Stocks
96.9%
Cash
3.2%
By sector
Industrials
37.8%
Consumer Cyclical
25.1%
Technology
14.1%
Utilities
13.8%
Basic Materials
9.3%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
N/A
Max drawdown
-42.9%Severe
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 common stock of companies materially involved in battery energy storage systems across any market capitalization. Focuses on U.S. and foreign companies, employing a bottom-up security selection process combining fundamental analysis with thematic and quantitative screening.
- Inception date
- May 5, 2026
- Fund family
- Corgi
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Data updated on 2026-09-29