VST-15.48%14.0%
CEG-15.81%12.0%
MSFT-25.69%10.0%
VRT+111.70%10.0%
GEV+57.12%9.0%
GOOGL+65.34%8.0%
PLTR-22.82%7.0%
POWL+189.95%7.0%
AI-68.17%6.0%
NVDA+19.19%6.0%
OKLO-46.62%6.0%
PRIM-6.81%5.0%
As of Jul 27, 2026, 7:41 AM ET
Renewable Energy '26: AI-Driven Energy Mgmt Constituents
Vistra Corp.VST | 14.0% | -3.86% | 2.54% | 6.07% | 0.70% | -6.58% | 27.73% | -15.48% | $55.09B |
Constellation Energy CorporationCEG | 12.0% | -0.01% | 7.47% | 16.53% | -21.99% | -16.46% | 28.50% | -15.81% | $98.52B |
Microsoft CorporationMSFT | 10.0% | 0.04% | -0.83% | -0.66% | -21.07% | -2.80% | -0.10% | -25.69% | $2.84T |
Vertiv Holdings CoVRT | 10.0% | -4.28% | -4.13% | -6.55% | 79.64% | 14.18% | 277.42% | 111.70% | $111.53B |
GE Vernova Inc.GEV | 9.0% | -1.79% | -5.00% | -10.72% | 54.96% | 15.93% | 206.15% | 57.12% | $270.26B |
Alphabet Inc.GOOGL | 8.0% | 0.54% | -11.16% | -11.57% | 2.04% | 2.45% | 103.63% | 65.34% | $3.87T |
Palantir Technologies Inc.PLTR | 7.0% | -0.65% | -8.34% | -2.52% | -31.05% | -10.66% | 40.15% | -22.82% | $282.23B |
Powell Industries, Inc.POWL | 7.0% | -1.23% | 2.23% | -9.58% | 125.48% | 37.21% | 297.80% | 189.95% | $8.46B |
C3.ai, Inc.AI | 6.0% | 1.60% | -9.51% | -12.20% | -38.58% | 4.15% | -62.33% | -68.17% | $1.24B |
NVIDIA CorporationNVDA | 6.0% | -0.94% | -2.36% | 4.67% | 10.88% | 16.71% | 87.28% | 19.19% | $5.01T |
Oklo Inc.OKLO | 6.0% | -8.41% | -12.85% | -23.16% | -43.84% | -35.98% | 77.53% | -46.62% | $7.00B |
Primoris Services CorporationPRIM | 5.0% | -4.55% | -2.39% | -6.92% | -30.31% | -42.60% | 45.59% | -6.81% | $4.69B |
| Theme return | — | -1.91% | -2.62% | 17.17% | 7.58% | 1.64% | 89.03% | 17.11% | — |
| Average | 8.3% | -1.96% | -3.69% | -4.72% | 7.24% | -2.04% | 94.11% | 20.16% | $1.05T |
| Median | 7.5% | -1.08% | -3.26% | -6.73% | -10.18% | -0.17% | 61.56% | -11.14% | $105.02B |
| Std Dev | 2.6% | 2.70% | 5.82% | 9.95% | 50.68% | 21.67% | 106.22% | 70.78% | $1.71T |
| Min | 5.0% | -8.41% | -12.85% | -23.16% | -43.84% | -42.60% | -62.33% | -68.17% | $1.24B |
| Max | 14.0% | 1.60% | 7.47% | 16.53% | 125.48% | 37.21% | 297.80% | 189.95% | $5.01T |
| % Positive Tickers | 25.00% | 25.00% | 25.00% | 50.00% | 50.00% | 83.33% | 41.67% |
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About this theme
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.