Theme

Renewable Energy '26: Hydrogen

11 tickers$421.24B market cap
10D rank#72of 869 themes#1of 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
Linde plcLIN
2.72%3.60%3.98%20.92%9.54%5/1/26 (BMO)5/1/26 (BMO)-5.30%1.35%11.80%1.51%$238.51B13.0%
Bloom Energy CorporationBE
2.38%-8.91%-5.08%198.78%1111.43%4/28/26 (AMC)4/28/26 (AMC)4.71%22.71%58.27%-9.85%$73.84B7.0%
Air Products and Chemicals, Inc.APD
2.24%1.56%1.47%15.39%1.74%4/30/26 (BMO)4/30/26 (BMO)6.44%-0.47%11.01%-6.01%$63.01B15.0%
TechnipFMC plcFTI
-0.51%-0.04%-0.06%53.48%112.81%4/30/26 (AMC)4/30/26 (AMC)2.80%-1.56%19.03%-9.76%$27.27B6.0%
Yara International ASAYAR.OL
2.09%-7.84%-7.78%21.85%36.98%4/24/26 (BMO)4/24/26 (BMO)-0.55%0.60%20.20%-13.23%$12.69B9.0%
Plug Power Inc.PLUG
-8.78%-26.33%-26.14%47.72%138.52%5/11/26 (AMC)5/11/26 (AMC)37.02%14.10%41.94%-18.26%$3.34B9.0%
thyssenkrupp nucera AG & Co. KGaANCH2.XETRA
-3.98%-13.89%-10.56%-16.10%-24.59%5/12/26 (AMC)5/12/26 (AMC)3.23%5.04%-13.69%-12.61%$1.11B11.0%
FuelCell Energy, Inc.FCEL
12.84%-19.25%-17.93%139.26%134.14%6/8/266/8/26-3.66%0.92%118.00%0.00%$926.6M5.0%
Nel ASANEL.OL
-3.73%-27.78%-19.94%35.45%26.58%4/22/26 (BMO)4/22/26 (BMO)-0.20%-12.58%10.31%27.11%$548.6M10.0%
CUM
8.0%
VanEck Intermediate Muni ETFITM.LN
7.0%
Average0.59%-10.99%-9.12%57.42%171.91%4.94%3.35%30.76%-4.57%$46.80B9.1%
Median2.09%-8.91%-7.78%35.45%36.98%2.80%0.92%19.03%-9.76%$12.69B9.0%
Std Dev5.69%11.05%9.83%64.15%336.98%11.90%9.45%36.34%12.67%$72.66B2.9%
Min-8.78%-27.78%-26.14%-16.10%-24.59%-5.30%-12.58%-13.69%-18.26%$548.6M5.0%
Max12.84%3.60%3.98%198.78%1111.43%37.02%22.71%118.00%27.11%$238.51B15.0%
% Positive Tickers55.56%22.22%22.22%88.89%88.89%55.56%66.67%88.89%22.22%

* 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: Hydrogen tracks 11 publicly listed stocks in this theme: APD, BE, CUM, FCEL, FTI, ITM.LN, LIN, NCH2.XETRA, NEL.OL, PLUG, YAR.OL. See the constituent table for details.

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