Theme
Distributed Energy '26: Virtual Power Plants & Demand Response☆
11 tickers$1.76T market cap
Group: Distributed Energy
RUN-53.89%15.0%
NRG-29.50%14.0%
ALRM+9.72%13.0%
GNRC+51.86%11.0%
ITRI-0.38%10.0%
TSLA-19.02%9.0%
STEM—8.0%
ENPH+8.03%7.0%
LAND.SW-10.04%5.0%
CNA.LSE-11.76%4.0%
SHEL—4.0%
As of Sep 18, 2026, 9:54 PM ET
Distributed Energy '26: Virtual Power Plants & Demand Response Constituents
Sunrun Inc.RUN | 15.0% | -2.23% | -7.97% | -8.37% | 1.37% | -53.89% | -35.96% | 25.15% | -47.94% | -55.41% | -81.01% | $2.03B |
NRG Energy, Inc.NRG | 14.0% | -2.42% | -6.16% | -2.85% | 2.52% | -29.50% | -37.27% | 9.12% | -31.62% | 27.25% | 174.47% | $21.87B |
Alarm.com Holdings, Inc.ALRM | 13.0% | -0.53% | -0.05% | 0.74% | 0.67% | 9.72% | 16.99% | 0.41% | 0.65% | -1.75% | -33.75% | $2.67B |
Generac Holdings Inc.GNRC | 11.0% | 0.10% | 8.87% | -2.11% | 14.15% | 51.86% | -8.11% | 61.56% | 12.52% | 45.15% | -52.35% | $12.21B |
Itron, Inc.ITRI | 10.0% | -1.03% | -4.20% | -3.82% | -2.72% | -0.38% | -1.53% | -13.83% | -23.60% | -14.98% | 14.71% | $3.96B |
Tesla, Inc.TSLA | 9.0% | -0.55% | -1.07% | 8.11% | 2.28% | -19.02% | -9.52% | 28.80% | -12.63% | 49.34% | 43.89% | $1.44T |
Stem, Inc.STEM | 8.0% | — | — | — | — | — | — | — | — | -43.09% | -99.11% | $41.3M |
Enphase Energy, Inc.ENPH | 7.0% | -3.83% | -10.83% | -7.86% | -2.57% | 8.03% | -18.09% | -44.62% | -9.92% | -70.48% | -78.47% | $4.58B |
Landis+Gyr Group AGLAND.SW | 5.0% | -1.16% | -2.76% | -4.92% | 1.02% | -10.04% | -14.92% | 0.34% | -27.79% | -32.20% | -2.92% | $1.62B |
Centrica plcCNA.LSE | 4.0% | -3.57% | -4.01% | -6.38% | -4.06% | -11.76% | -24.95% | 5.67% | -10.89% | 32.72% | 215.67% | $8.90B |
Shell plcSHEL | 4.0% | — | — | — | — | — | — | — | — | 47.82% | 184.40% | $263.59B |
| Average | 9.1% | -1.69% | -3.13% | -3.05% | 1.41% | -6.11% | -14.82% | 8.07% | -16.80% | -1.42% | 25.96% | $160.02B |
| Median | 9.0% | -1.16% | -4.01% | -3.82% | 1.02% | -10.04% | -14.92% | 5.67% | -12.63% | -1.75% | -2.92% | $4.58B |
| Std Dev | 3.7% | 1.31% | 5.29% | 4.79% | 5.03% | 27.66% | 16.08% | 27.82% | 17.06% | 42.33% | 109.59% | $411.03B |
| Min | 4.0% | -3.83% | -10.83% | -8.37% | -4.06% | -53.89% | -37.27% | -44.62% | -47.94% | -70.48% | -99.11% | $41.3M |
| Max | 15.0% | 0.10% | 8.87% | 8.11% | 14.15% | 51.86% | 16.99% | 61.56% | 12.52% | 49.34% | 215.67% | $1.44T |
| % Positive Tickers | 11.11% | 11.11% | 22.22% | 66.67% | 33.33% | 11.11% | 77.78% | 22.22% | 45.45% | 45.45% |
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About this theme
Distributed Energy '26: Virtual Power Plants & Demand Response tracks 11 publicly listed stocks in this theme: RUN, NRG, ALRM, GNRC, ITRI, TSLA, STEM, ENPH, LAND.SW, CNA.LSE, SHEL. See the constituent table for details.