Batteries in stock

Screening Filters

1. themes: ['Electrical Vehicles']

   • Purpose: Focus on companies whose business is tied to electric vehicles, which are heavily dependent on battery technology.
   • Rationale: The user asked for stocks “related to batteries.” A direct “battery” theme tag may not always exist or may be too narrow, but EV-related companies typically include:
     • Battery manufacturers and suppliers
     • Battery materials (e.g., lithium, nickel, cobalt)
     • EV makers that develop or source advanced battery systems
       Using the Electrical Vehicles theme is a practical way to capture most publicly traded businesses strongly connected to battery demand, production, or innovation.

2. list_exchange: ['XNYS', 'XNAS', 'XASE']

   • Purpose: Limit results to stocks listed on major U.S. exchanges:
     • XNYS = NYSE
     • XNAS = NASDAQ
     • XASE = NYSE American
   • Rationale: The user specifically asked for stocks “available in the US stock market.” These three exchanges cover the vast majority of U.S.-listed equities investors normally access, excluding most OTC or foreign-only listings.

3. market_cap: {'min': '300000000'}

   • Purpose: Include only companies with a market capitalization of at least $300 million.
   • Rationale:
     • Very small or micro-cap battery-related companies can be extremely risky, illiquid, or speculative.
     • A $300M threshold filters out the tiniest firms and focuses on companies with a bit more scale and stability, which are more likely to have established operations in batteries or EV-related supply chains.

4. monthly_average_dollar_volume: {'min': '150000'}

   • Purpose: Ensure each stock has at least $150,000 in average monthly trading value (price × volume).
   • Rationale:
     • This liquidity filter helps avoid names that are hard to trade (wide bid–ask spreads, very low volume).
     • For a practical investor, being able to enter and exit positions without major price impact is important, even in a specialized area like battery-related stocks.

Why Results Match

• The EV theme targets companies whose business models are tightly linked to batteries (either directly making them, supplying key materials, or integrating them into vehicles).
• Restricting to major U.S. exchanges aligns with the request for stocks in the “US stock market.”
• The market cap and liquidity filters remove the most speculative, illiquid names, giving a list of battery-related plays that are more investable and representative of the space.