VST-27.78%14.0%
CEG-8.15%12.0%
MSFT-1.74%10.0%
VRT+92.26%10.0%
GEV+47.78%9.0%
GOOGL+38.25%8.0%
PLTR+1.67%7.0%
POWL+95.49%7.0%
AI-33.50%6.0%
NVDA+26.14%6.0%
OKLO-42.28%6.0%
PRIM-37.22%5.0%
As of Sep 10, 2026, 5:04 AM ET
Renewable Energy '26: AI-Driven Energy Mgmt Constituents
Vistra Corp.VST | 14.0% | -0.41% | 10.22% | 5.76% | 9.43% | -6.34% | -13.11% | 18.80% | -27.78% | 102.41% | 769.78% | $50.95B |
Constellation Energy CorporationCEG | 12.0% | -1.72% | 6.20% | 8.68% | 4.85% | -16.80% | -10.91% | 37.04% | -8.15% | 68.29% | 619.67% | $105.54B |
Microsoft CorporationMSFT | 10.0% | -0.47% | -4.26% | -2.85% | -1.87% | 1.66% | 25.18% | 28.66% | -1.74% | 21.42% | 70.00% | $3.65T |
Vertiv Holdings CoVRT | 10.0% | -9.61% | 2.26% | -2.67% | 2.70% | 62.27% | 3.14% | 240.93% | 92.26% | 253.17% | 951.67% | $101.21B |
GE Vernova Inc.GEV | 9.0% | -2.09% | 4.29% | -4.02% | 5.84% | 45.51% | 8.86% | 187.50% | 47.78% | 371.61% | 625.15% | $253.29B |
Alphabet Inc.GOOGL | 8.0% | -2.28% | -4.60% | -7.52% | -1.24% | 5.64% | 6.06% | 110.81% | 38.25% | 123.13% | 131.73% | $4.00T |
Palantir Technologies Inc.PLTR | 7.0% | -0.45% | -9.00% | -3.25% | -5.77% | -4.62% | 23.57% | 93.86% | 1.67% | 389.97% | 548.79% | $389.25B |
Powell Industries, Inc.POWL | 7.0% | -1.22% | -1.34% | -13.01% | 4.72% | 69.72% | 3.28% | 199.43% | 95.49% | 250.06% | 2249.40% | $6.57B |
C3.ai, Inc.AI | 6.0% | -1.24% | -1.42% | -0.19% | 0.39% | -23.00% | 30.57% | -52.78% | -33.50% | -51.47% | -79.50% | $1.58B |
NVIDIA CorporationNVDA | 6.0% | -0.91% | 2.81% | 2.81% | 2.87% | 19.93% | 26.23% | 102.56% | 26.14% | 109.88% | 909.16% | $5.41T |
Oklo Inc.OKLO | 6.0% | -1.71% | 6.05% | -4.32% | 10.49% | -40.68% | -32.37% | 87.53% | -42.28% | 653.45% | 332.62% | $7.41B |
Primoris Services CorporationPRIM | 5.0% | -2.12% | 1.00% | -8.54% | 2.21% | -40.51% | -51.00% | 24.28% | -37.22% | 52.27% | 189.63% | $4.01B |
| Theme return | — | -2.10% | 1.77% | -1.23% | 3.41% | 12.25% | 6.05% | 97.22% | 22.10% | 193.72% | 709.41% | — |
| Average | 8.3% | -2.02% | 1.02% | -2.43% | 2.89% | 6.07% | 1.63% | 89.89% | 12.58% | 195.35% | 609.84% | $1.17T |
| Median | 7.5% | -1.47% | 1.63% | -3.05% | 2.79% | -1.48% | 4.67% | 90.70% | -0.04% | 116.50% | 584.23% | $103.38B |
| Std Dev | 2.6% | 2.38% | 5.19% | 5.81% | 4.45% | 35.32% | 23.90% | 82.27% | 45.92% | 190.19% | 589.69% | $1.88T |
| Min | 5.0% | -9.61% | -9.00% | -13.01% | -5.77% | -40.68% | -51.00% | -52.78% | -42.28% | -51.47% | -79.50% | $1.58B |
| Max | 14.0% | -0.41% | 10.22% | 8.68% | 10.49% | 69.72% | 30.57% | 240.93% | 95.49% | 653.45% | 2249.40% | $5.41T |
| % Positive Tickers | 0.00% | 58.33% | 25.00% | 75.00% | 50.00% | 66.67% | 91.67% | 50.00% | 91.67% | 91.67% |
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About this theme
Renewable Energy '26: AI-Driven Energy Mgmt tracks 12 publicly listed stocks in this theme: VST, CEG, MSFT, VRT, GEV, GOOGL, PLTR, POWL, AI, NVDA, OKLO, PRIM. See the constituent table for details.