Themes/Solar & Wind
Themes
Solar & Wind
Utility-scale and distributed renewable energy.
SecularMomentum -0.24σ · rank 20
1M return
0.00%
3M return
0.00%
News mentions 4w
431
vs 115 prior 4w
Sentiment
+0.54
#solar#wind#renewable#photovoltaic#turbine
Constituents
5 stocks · enriched with quant z, fair-value upside, trend regime
| Ticker | Sector | Mcap | Weight | 1M return | Quant z | Decile | FV upside | Trend |
|---|---|---|---|---|---|---|---|---|
| ENPH Enphase Energy, Inc. | Energy | 9.01B | Primary · 1.00 | — | — | — | — | — |
| FSLR First Solar, Inc. | Energy | 33.68B | Primary · 1.00 | — | +0.07σ | D4 | — | — |
| NEE NextEra Energy, Inc. | Utilities | 177.92B | Primary · 1.00 | — | -0.08σ | D7 | — | — |
| SEDG SolarEdge Technologies, Inc. | Energy | 4.47B | Primary · 1.00 | — | — | — | — | — |
| BEPC Brookfield Renewable Corporation | Utilities | 5.78B | Secondary · 0.50 | — | — | — | — | — |
Narrative · 90-day flow
News mentions, sentiment, top headlines
BullishBearishNeutral
Top headlines (most recent)
- Energy Crisis, Rising Geopolitical Risk, And AI Momentum Headwindsfmp_general·Jun 04, 2026·neutral
- India's tougher grid rules unsettle investors, test clean energy ambitionsfmp_stock·Jun 03, 2026·neutralFAN
- Three ultra-luxury projects in Shanghai and Hong Kong set record benchmarks amid an otherwise lack luster market. A record HK$2.2 Billion house sale and twin Shanghai sell-outs underscore the creating value-driven, multi-discipline approach of architect and interior designer PLPLfmp_stock·Jun 03, 2026·neutral
- Jim Cramer warns excess supply could be the next biggest threat to the bull marketrss_cnbc-top·Jun 03, 2026·neutral
- Ross Automotive Consultants Partners with Captive Risk Management to Launch Insurance Program for Auto Dealersfmp_stock·Jun 03, 2026·neutral
- LONGi Showcases LONGi ONE at SNEC 2026, Advancing Native Solar-Plus-Storage Integrationfmp_stock·Jun 03, 2026·neutral
- Tourmaline Oil: Canada's Natural Gas Champion Remains Mispricedfmp_stock·Jun 03, 2026·neutralTRMLF
- Simplify Labs: No MiCA License Yet? Here's How You Can Still Launch Your Crypto Exchange in Europefmp_press·Jun 03, 2026·neutral
- Simplify Labs: No MiCA License Yet? Here's How You Can Still Launch Your Crypto Exchange in Europefmp_stock·Jun 03, 2026·neutral
- Enphase Energy (ENPH) Registers a Bigger Fall Than the Market: Important Facts to Notefmp_stock·Jun 03, 2026·neutralENPH
- Jim Cramer warns excess supply could be the next biggest threat to the bull marketfmp_general·Jun 03, 2026·neutral
- CrowdStrike narrowly beats estimates on AI tailwinds, but stock falls 9%fmp_stock·Jun 03, 2026·neutralCRWD
- Bonterra Congratulates Gold Fields and Cree Partners on Landmark Impact Benefit Agreement for The Windfall Projectfmp_stock·Jun 03, 2026·neutralCREE
- Bonterra Congratulates Gold Fields and Cree Partners on Landmark Impact Benefit Agreement for The Windfall Projectfmp_press·Jun 03, 2026·neutralCREE