Theme
NatGas '26: Utility-Scale Gas Turbines & Power Equipment☆

GEV+62.64%12.5%

ENR.XETRA+29.67%11.5%

7011.T-3.55%10.6%

INIO+8.04%9.6%

EROC+2.76%8.6%

2GB.XETRA+87.61%7.7%

WRT1V.HE+12.85%7.7%

PSIX-53.71%6.7%

BKR+16.70%5.8%

CMI+22.16%4.8%

CAT+71.77%3.8%
TRBG-2.34%3.8%

034020.KO+31.77%2.9%

RR.LSE+24.19%1.9%

7012.T+16.67%1.0%

GNRC+28.14%1.0%
As of Oct 2, 2026, 9:55 PM ET
NatGas '26: Utility-Scale Gas Turbines & Power Equipment Constituents
GE Vernova Inc.GEV | 12.5% | 0.13% | 3.76% | 6.95% | -0.15% | 50.86% | 12.87% | 198.06% | 62.64% | 288.50% | 653.86% | $263.32B |
Siemens Energy AGENR.XETRA | 11.5% | 2.03% | -1.48% | -0.05% | 2.03% | 16.45% | -16.16% | 167.78% | 29.67% | 336.30% | 527.19% | $140.03B |
Mitsubishi Heavy Industries, Ltd.7011.T | 10.6% | -0.75% | -2.01% | 2.88% | -0.75% | -1.79% | -24.78% | 38.41% | -3.55% | 61.05% | 815.76% | $81.10B |
INNIO N.V. Ordinary SharesINIO | 9.6% | 9.35% | 1.23% | -1.59% | 8.04% | 8.04% | 8.04% | 8.04% | 8.04% | — | — | $14.99B |
ERock, Inc.EROC | 8.6% | 4.12% | -2.69% | 11.37% | 2.76% | 2.76% | 2.76% | 2.76% | 2.76% | — | — | $3.46B |
2G Energy AG2GB.XETRA | 7.7% | 5.00% | 2.81% | 10.82% | 5.00% | 69.83% | 55.79% | 159.97% | 87.61% | 216.11% | 150.37% | $1.25B |
Wärtsilä Oyj AbpWRT1V.HE | 7.7% | 4.26% | -3.09% | 1.35% | 4.26% | -6.92% | -23.67% | 84.86% | 12.85% | 50.49% | 201.91% | $19.48B |
Power Solutions International, Inc.PSIX | 6.7% | -1.21% | -3.86% | 25.02% | -1.72% | -21.91% | -46.56% | 67.68% | -53.71% | 117.19% | 868.68% | $1.03B |
Baker Hughes CompanyBKR | 5.8% | 0.68% | -1.35% | -12.60% | 1.56% | 24.03% | -13.45% | 27.21% | 16.70% | 52.45% | 145.61% | $55.59B |
Cummins Inc.CMI | 4.8% | 2.19% | 0.44% | -4.08% | 2.21% | 3.53% | -9.49% | 65.15% | 22.16% | 62.19% | 152.22% | $72.90B |
Caterpillar Inc.CAT | 3.8% | 2.31% | 4.29% | 6.36% | 1.97% | 47.09% | 13.44% | 153.97% | 71.77% | 119.63% | 369.97% | $389.43B |
Turbogen Ltd.TRBG | 3.8% | 5.07% | 4.89% | -2.34% | -2.34% | -2.34% | -2.34% | -2.34% | -2.34% | — | — | $93.6M |
Doosan Enerbility Co., Ltd.034020.KO | 2.9% | -1.22% | -5.08% | 11.47% | -1.22% | 13.40% | -19.67% | 256.52% | 31.77% | 330.43% | 294.08% | $38.18B |
Rolls-Royce Holdings plcRR.LSE | 1.9% | 0.37% | -1.40% | -1.80% | 0.37% | 25.82% | 8.39% | 97.72% | 24.19% | 179.31% | 908.77% | $161.65B |
Generac Holdings Inc.GNRC | 1.0% | 4.28% | 5.65% | 20.51% | 4.77% | 59.73% | -3.35% | 69.94% | 28.14% | 37.20% | -46.46% | $12.76B |
Kawasaki Heavy Industries, Ltd.7012.T | 1.0% | -0.09% | -2.57% | -2.77% | -0.09% | 11.96% | -36.34% | 21.07% | 16.67% | 76.56% | 234.45% | $12.99B |
| Theme return | — | 2.50% | -0.16% | 1.92% | 2.76% | 19.02% | -10.25% | 124.99% | 24.84% | 189.47% | 682.29% | — |
| Average | 6.3% | 2.28% | -0.03% | 4.47% | 1.67% | 18.78% | -5.91% | 88.55% | 22.21% | 148.26% | 405.88% | $79.27B |
| Median | 6.2% | 2.11% | -1.37% | 2.12% | 1.77% | 12.68% | -6.42% | 68.81% | 19.43% | 117.19% | 294.08% | $28.83B |
| Std Dev | 3.6% | 2.81% | 3.28% | 9.35% | 2.73% | 25.08% | 23.24% | 75.09% | 31.93% | 106.26% | 303.58% | $107.12B |
| Min | 1.0% | -1.22% | -5.08% | -12.60% | -2.34% | -21.91% | -46.56% | -2.34% | -53.71% | 37.20% | -46.46% | $93.6M |
| Max | 12.5% | 9.35% | 5.65% | 25.02% | 8.04% | 69.83% | 55.79% | 256.52% | 87.61% | 336.30% | 908.77% | $389.43B |
| % Positive Tickers | 75.00% | 43.75% | 56.25% | 62.50% | 75.00% | 37.50% | 93.75% | 81.25% | 100.00% | 92.31% |