In short: #10, +107.2% — zinc-based batteries for long-duration grid storage. Two drivers given: demand from "power grids and data centers", and financing — "the company also raised large amounts of new funding. This allows them to have enough cash to expand production and keep operating smoothly." A capital-raise noted as a positive is the tell that this is a pre-profit business, and the opposite of the low-capital-intensity screen the house framework applies.
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