Renewables, grid equipment and electric vehicles
Utilities, solar manufacturers and grid suppliers positioned for rising power demand and decarbonisation.
Model portfolio for research and education, not a recommendation. Returns blend each member's price change by its target weight and exclude dividends.
| Security | Weight | Price | 1D | 1M | 1Y | QuantScore | Why it's here |
|---|---|---|---|---|---|---|---|
NEE NextEra Energy, Inc. | 25% | $82.10 | ▲+0.24% | ▲+8.57% | ▼-2.74% | 50/100 | Largest renewable developer in the US |
FSLR First Solar, Inc. | 20% | $171.99 | ▲+0.43% | ▼-0.10% | ▼-28.76% | 72/100 | US-made thin-film solar panels |
TSLA Tesla, Inc. | 20% | $368.06 | ▲+3.76% | ▲+1.04% | ▼-17.74% |
| 35/100 |
| EVs plus grid-scale battery storage |
GEV GE Vernova Inc. | 15% | $815.00 | ▼-1.50% | ▼-14.37% | ▲+36.94% | 53/100 | Gas, wind and grid equipment for new power demand |
ENPH Enphase Energy, Inc. | 10% | $31.60 | ▲+0.80% | ▼-4.45% | ▼-11.34% | 48/100 | Residential solar inverters and batteries |
BEP Brookfield Renewable Partners L.P. | 10% | $28.54 | ▼-1.28% | ▲+0.96% | ▼-2.56% | 43/100 | Global hydro, wind and solar portfolio |