Theme · live manifest · live theme JSON
Fiscal Spend '24: Power Producer
5 tickers · $139.41B total market cap
Group: Fiscal Spend
As of Spring 2025, the fiscal investment thesis on power producers, including FORTUM FH, VST, and PEG, is cautiously bullish. The expectation is that increased fiscal spending, particularly in infrastructure and renewable energy, will create favorable conditions for these companies. However, the uncertainty surrounding tariff impacts and the evolving regulatory environment under the Trump administration poses potential challenges.
Fiscal Spend '24: Power Producer tracks 5 publicly listed stocks in this theme: CORZ, FORTUM.HE, NRG, PEG, VST. See the constituent table for details.
Thesis update: 2025-04-01
Constituents
Build 20260520T081747
| Company | Previous Quarter Report Date | Next Expected Report Date | Last Quarter Earnings Move % | Earnings Move % | Intra-Quarter Move % | Since Last Report % | Market cap | Weight |
|---|---|---|---|---|---|---|---|---|
Vistra Corp.VST | 05/07/2026 (BMO) | 05/07/2026 (BMO) | -0.84% | -6.68% | -8.97% | -8.81% | $45.61B | 20.0000 |
Public Service Enterprise Group IncorporatedPEG | 05/05/2026 (BMO) | 05/05/2026 (BMO) | 0.12% | -1.37% | -6.53% | -2.55% | $38.54B | 20.0000 |
NRG Energy, Inc.NRG | 05/06/2026 (BMO) | 05/06/2026 (BMO) | 4.01% | -9.89% | -14.25% | -12.79% | $26.10B | 20.0000 |
Fortum OyjFORTUM.HE | 04/29/2026 (BMO) | 04/29/2026 (BMO) | -0.26% | -2.54% | 9.99% | -2.62% | $21.88B | 20.0000 |
Core Scientific, Inc.CORZ | 05/06/2026 (AMC) | 05/06/2026 (AMC) | -3.94% | 0.77% | 55.49% | 2.50% | $7.29B | 20.0000 |
| Average | -0.18% | -3.94% | 7.15% | -4.85% | $27.88B | 20.0000 | ||
| Median | -0.26% | -2.54% | -6.53% | -2.62% | $26.10B | 20.0000 | ||
| Std Dev | 2.54% | 3.84% | 25.49% | 5.35% | $13.35B | 0.0% | ||
| Min | -3.94% | -9.89% | -14.25% | -12.79% | $7.29B | 20.0000 | ||
| Max | 4.01% | 0.77% | 55.49% | 2.50% | $45.61B | 20.0000 | ||
| % Positive Tickers | 40.00% | 20.00% | 40.00% | 20.00% |
* Provisional value: before LstRpt% reaches its 2-day post-report lock window (BMO/AMC adjusted), EarningsPerf is calculated from current vs pre-report and then locks to final LstRpt%.