Theme

Renewable Energy '26: Circular Supply Chain

10 tickers$138.76B market cap
10D rank#203of 869 themes#3of 9 in Renewable Energy
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As of Jun 9, 2026, 8:59 PM ET

Constituents

Build 20260610T080726

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Company1D %10D %MTD %YTD %1Yr %Prev RptNext RptLst Q Ern %Ern Move %Intra-Qtr %Since Rpt %Mkt CapWgt
Republic Services, Inc.RSG
2.52%4.86%4.66%-0.53%-15.73%5/7/26 (AMC)5/7/26 (AMC)0.20%0.17%-9.06%5.08%$64.66B9.0%
First Solar, Inc.FSLR
-4.79%-14.54%-13.47%0.37%63.71%4/30/26 (AMC)4/30/26 (AMC)-17.73%11.07%0.89%23.84%$28.17B14.0%
Aurubis AGNDA.XETRA
-2.80%-9.54%-8.73%56.25%148.99%5/11/26 (BMO)5/11/26 (BMO)-1.28%4.73%12.92%-0.83%$9.96B5.0%
Owens CorningOC
3.12%-2.32%0.23%9.82%-10.37%5/6/26 (BMO)5/6/26 (BMO)-3.44%-0.89%0.51%0.89%$9.90B10.0%
Darling Ingredients Inc.DAR
0.01%-1.25%-3.44%62.11%86.16%4/30/26 (BMO)4/30/26 (BMO)2.70%1.54%26.04%-8.48%$9.27B13.0%
Umicore S.A.UMI.BR
-2.52%-12.03%-12.03%23.28%121.61%2/20/26 (BMO)-2.01%20.18%$6.24B15.0%
Casella Waste Systems, Inc.CWST
3.82%6.86%3.20%-10.34%-24.93%4/30/26 (AMC)4/30/26 (AMC)-5.75%11.16%-16.98%1.13%$5.50B6.0%
Sims LimitedSGM.AU
2.22%2.20%0.47%64.05%95.93%2/16/26 (AMC)1.46%36.09%$3.82B12.0%
Glencore plcGLEN.LSE
-4.35%-0.61%-3.98%38.68%92.58%2/18/26 (BMO)3.12%11.76%$890.9M7.0%
American Battery Technology Company Common StockABAT
-14.74%-10.25%-9.50%-2.99%123.45%5/11/26 (AMC)5/11/26 (AMC)17.99%2.52%-20.29%-0.31%$340.3M9.0%
Average-1.75%-3.66%-4.26%24.07%68.14%-0.47%4.33%6.21%3.05%$13.88B10.0%
Median-1.26%-1.78%-3.71%16.55%89.37%-0.54%2.52%6.33%0.89%$7.76B9.5%
Std Dev5.28%7.08%6.09%27.53%60.02%8.40%4.60%17.58%9.29%$18.49B3.3%
Min-14.74%-14.54%-13.47%-10.34%-24.93%-17.73%-0.89%-20.29%-8.48%$340.3M5.0%
Max3.82%6.86%4.66%64.05%148.99%17.99%11.16%36.09%23.84%$64.66B15.0%
% Positive Tickers50.00%30.00%40.00%70.00%70.00%50.00%85.71%70.00%57.14%

* 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%.

About this theme

Renewable Energy '26: Circular Supply Chain tracks 10 publicly listed stocks in this theme: ABAT, CWST, DAR, FSLR, GLEN.LSE, NDA.XETRA, OC, RSG, SGM.AU, UMI.BR. See the constituent table for details.

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