“Battery storage is a key piece of the energy transition, and we believe a combination of improving economics, renewables growth and decarbonization policy initiatives across the globe are poised to drive a significant inflection in adoption in the coming decade,” writes Goldman Sachs in a recent note. Should those optimistic forecasts prove accurate, TAN investors stand to benefit because Enphase and SolarEdge are the solar ETF’s top two components, combining for about 26.5% of its weight.