Power Revolution Clean Energy & Battery Thematic

The Power Revolution portfolio invests in companies enabling the global transition from fossil fuels to clean, distributed, and resilient energy systems. Holdings are selected based on their leadership in different sub themes, eg: Battery Technology, Hydrogen Fuel Technology, Microgrid Solutions, Energy Storage, Utility-scale Solar, and Battery Recycling. By focusing on firms developing advanced energy storage chemistries, green hydrogen production, decentralized grid infrastructure, grid-scale storage systems, low-cost solar generation, and closed-loop material recovery, this portfolio seeks to capture value from innovations making renewable energy reliable, affordable, and ubiquitous. The result is a curated collection of companies working to decarbonize electricity generation, transportation, and industrial processes while building the infrastructure for energy independence and grid resilience.

Interactive Advisors continues its legacy of innovation in online investing with the launch of five new Thematic Portfolios, each designed to capture the transformative potential of disruptive technologies and business models reshaping global markets. Managed by Interactive Advisors' Chief Investment Officer and Investment Management team, these portfolios provide targeted exposure to companies at the forefront of technological and societal change. The Thematic Investing approach focuses on identifying and investing in companies driving fundamental shifts across industries—from the electrification of transportation and the commercialization of space, to the artificial intelligence revolution and the global transition to sustainable energy. Each portfolio is constructed using a systematic, rules-based methodology that targets companies leading innovation within specific disruptive themes, offering investors the opportunity to participate in long-term structural trends while aligning their capital with the innovations shaping our collective future. Get invested STEP 1 Fill out the application It's easy and only takes a few minutes. STEP 2 Explore our portfolios Or choose one based on your preferences STEP 3 Make your 1 st investment Our technology ensures it is suited for you Sign up today! Disclosures Past performance is no guarantee of future results, and all investments, including those in this portfolio, involve the risk of loss, including loss of principal and a reduction in earnings. This portfolio was launched on Interactive Advisors on October 06, 2026. On that date, Interactive Advisors started trading its own funds in a brokerage account trading this strategy. This portfolio was opened to client investments on October 06, 2026. All performance information on this page is actual performance of the Interactive Advisors proprietary account and presented “net of fees”. The actual performance chart is provided for informational purposes only, and should not be used as the basis for making an investment decision. Actual client returns will differ . Additional information on the risks, conflicts of interest, applicable brokerage commissions, fractional shares, and limitations on investments and divestments associated with this portfolio can be found here and on the Forms and Agreements page.

Aggressive capital growth with significantly higher risk than broad equity market. Investing in equities and concentrated portfolios and prepared to take substantial risk to achieve investment goals.

Energy transition believers: If you're convinced the global economy will electrify and decarbonize over the coming decades—driven by economics, policy, and climate necessity—this portfolio aligns your capital with that structural shift. It suits investors who view clean energy not as a niche preference but as the inevitable direction of energy infrastructure investment. Concentrated clean energy exposure: This portfolio focuses holdings within renewable energy, battery manufacturing, hydrogen production, and related sectors. The portfolio may include pure-play battery or solar companies alongside diversified industrials and utilities transitioning their generation mix. Investors should be comfortable with sector concentration and potential policy sensitivity in exchange for targeted exposure to energy transformation rather than broad market diversification.

Research: The investment team applies a proprietary multi-factor framework to evaluate companies shaping the future of energy production, distribution, and storage. Assessment criteria cover innovation in energy technology, addressable market dynamics, and industry positioning, with technological leadership accorded the greatest weight. Sub-themes are ranked by their structural significance to the energy transition. Companies active across multiple segments of the evolving energy value chain receive additional consideration in the selection process. Approach: The portfolio follows a systematic, rules-based construction process. Each of the energy sub-themes is scored and normalized so their weights sum to 100%. Within each sub-theme, eligible stocks are ranked by both thematic relevance and market capitalization, then assigned composite scores combining thematic rank and market cap rank. Final portfolio weights are calculated by multiplying each stock's within-sub-theme weight by its sub-theme's overall portfolio weight. The portfolio is rebalanced quarterly to reflect updated rankings and market conditions. Allocation discipline: Holdings are drawn from companies with direct business exposure to one or more energy transition themes. Portfolio construction seeks balanced representation across identified sub-themes, with weights reflecting thematic alignment and company-level fundamentals. Security-level concentration constraints are maintained throughout the construction process. The portfolio will typically show greater exposure to clean energy, utilities, and energy storage sectors than broad market benchmarks. Sell discipline: Sell decisions follow a quarterly rebalance schedule. At each cycle, all stocks are re-ranked based on updated thematic scores and market capitalizations. Positions falling below the 1% minimum weight after rebalancing are removed, while stocks no longer ranking among top holdings within their sub-theme may see reduced allocations or elimination. This systematic process ensures the portfolio continuously reflects the most current assessment of which companies are leading the energy transition. Exceptions: Stocks involved in corporate actions, such as mergers or acquisitions, may be sold or adjusted outside the regular rebalance cycle.

Storage as the missing piece: Renewable energy generation costs have plummeted, but intermittency remains the challenge. This portfolio emphasizes companies solving that problem through diverse storage approaches—lithium-ion and next-generation batteries, hydrogen as chemical storage, thermal and mechanical systems, and vehicle-to-grid integration—each suited to different duration and scale requirements. Circular energy economy: Battery recycling represents a crucial element often overlooked in energy transition discussions. As electric vehicle adoption accelerates, closed-loop systems that recover lithium, cobalt, nickel, and other critical materials address supply constraints, reduce environmental impact, and create domestic supply chains independent of primary mining. The portfolio targets companies building this circular infrastructure. Systematic thematic weighting: A quantitative algorithm evaluates each sub-theme using technical innovation scores, economic impact assessments, and market structure analysis. Sub-themes demonstrating the strongest disruptive potential and commercial readiness receive higher allocations, while individual stocks are weighted based on both thematic leadership rank and market capitalization, balancing innovation focus with proven scale.