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Renewable Energy '26: AI-Driven Energy Mgmt
12 tickers · $12.97T total market cap
Group: Renewable Energy
Renewable Energy '26: AI-Driven Energy Mgmt tracks 12 publicly listed stocks in this theme: AI, CEG, GEV, GOOGL, MSFT, NVDA, OKLO, PLTR, POWL, PRIM, VRT, VST. See the constituent table for details.
Constituents
Build 20260424T074455
| Company | Previous Quarter Report Date | Next Expected Report Date | Last Quarter Earnings Move % | Earnings Move % | Intra-Quarter Move % | Since Last Report % | Market cap | Weight |
|---|---|---|---|---|---|---|---|---|
NVIDIA CorporationNVDA | 02/25/2026 (AMC) | 05/27/2026 (AMC) | -9.39% | — | 12.67% | — | $4.85T | 6.0000 |
Alphabet Inc.GOOGL | 02/04/2026 (AMC) | 04/29/2026 (AMC) | -3.06% | — | 4.97% | — | $4.10T | 8.0000 |
Microsoft CorporationMSFT | 01/28/2026 (AMC) | 04/29/2026 (AMC) | -10.66% | — | -3.38% | — | $3.09T | 10.0000 |
Palantir Technologies Inc.PLTR | 02/02/2026 (AMC) | 05/04/2026 (AMC) | -5.56% | — | 1.45% | — | $324.40B | 7.0000 |
GE Vernova Inc.GEV | 04/22/2026 (BMO) | 04/22/2026 (BMO) | 3.56% | 15.96% | 38.18% | 0.00% | $309.83B | 9.0000 |
Vertiv Holdings CoVRT | 04/22/2026 (BMO) | 04/22/2026 (BMO) | 18.48% | 2.98% | 32.10% | 0.00% | $123.10B | 10.0000 |
Constellation Energy CorporationCEG | 02/24/2026 (BMO) | 05/11/2026 (BMO) | 10.91% | — | -10.15% | — | $91.43B | 12.0000 |
Vistra Corp.VST | 02/26/2026 (BMO) | 05/07/2026 (BMO) | -0.84% | — | -9.80% | — | $53.10B | 14.0000 |
Oklo Inc.OKLO | 03/17/2026 (AMC) | — | -9.65% | — | 39.81% | — | $13.27B | 6.0000 |
Primoris Services CorporationPRIM | 02/23/2026 (AMC) | 05/05/2026 (AMC) | -7.51% | — | 12.62% | — | $9.36B | 5.0000 |
Powell Industries, Inc.POWL | 02/03/2026 (AMC) | 05/04/2026 (AMC) | 18.88% | — | 40.48% | — | $9.19B | 7.0000 |
C3.ai, Inc.AI | 02/25/2026 (AMC) | 05/27/2026 (AMC) | -22.89% | — | 7.42% | — | $1.21B | 6.0000 |
| Average | -1.48% | 9.47% | 13.86% | 0.00% | $1.08T | 8.3333 | ||
| Median | -4.31% | 9.47% | 10.02% | 0.00% | $107.27B | 7.5000 | ||
| Std Dev | 11.97% | 6.49% | 18.30% | 0.00% | $1.73T | 2.6247 | ||
| Min | -22.89% | 2.98% | -10.15% | 0.00% | $1.21B | 5.0000 | ||
| Max | 18.88% | 15.96% | 40.48% | 0.00% | $4.85T | 14.0000 | ||
| % Positive Tickers | 33.33% | 100.00% | 75.00% | 0.00% |
* 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%.