VST-30.01%14.0%
CEG-21.67%12.0%
MSFT-7.14%10.0%
VRT+98.88%10.0%
GEV+53.18%9.0%
GOOGL+84.83%8.0%
PLTR-11.76%7.0%
POWL+174.96%7.0%
AI-57.38%6.0%
NVDA+22.18%6.0%
OKLO-48.27%6.0%
PRIM-24.50%5.0%
As of Aug 6, 2026, 4:25 AM ET
Renewable Energy '26: AI-Driven Energy Mgmt Constituents
Vistra Corp.VST | 14.0% | -1.85% | -13.96% | -10.58% | -5.14% | -12.86% | -19.16% | 10.53% | -30.01% | $47.40B |
Constellation Energy CorporationCEG | 12.0% | -0.80% | -3.36% | 7.83% | 0.90% | -24.95% | -19.63% | 23.62% | -21.67% | $95.21B |
Microsoft CorporationMSFT | 10.0% | -1.09% | 27.71% | 26.04% | 4.89% | 0.79% | 24.12% | 27.56% | -7.14% | $3.62T |
Vertiv Holdings CoVRT | 10.0% | 2.97% | -4.28% | -12.73% | 15.06% | 71.56% | 9.04% | 260.45% | 98.88% | $107.00B |
GE Vernova Inc.GEV | 9.0% | -0.06% | 0.32% | -11.64% | 2.79% | 55.75% | 16.52% | 207.73% | 53.18% | $271.12B |
Alphabet Inc.GOOGL | 8.0% | -4.03% | 13.35% | -1.10% | 1.77% | 15.79% | 16.25% | 131.07% | 84.83% | $4.39T |
Palantir Technologies Inc.PLTR | 7.0% | -2.60% | 28.89% | 19.53% | 28.74% | -10.87% | 15.48% | 81.17% | -11.76% | $363.77B |
Powell Industries, Inc.POWL | 7.0% | -1.44% | -10.28% | -16.01% | -0.17% | 96.15% | 19.36% | 246.05% | 174.96% | $7.59B |
C3.ai, Inc.AI | 6.0% | -1.39% | 21.60% | 6.79% | 7.95% | -26.48% | 24.65% | -54.91% | -57.38% | $1.51B |
NVIDIA CorporationNVDA | 6.0% | 3.43% | 5.99% | 12.10% | 9.20% | 17.54% | 23.72% | 98.53% | 22.18% | $5.31T |
Oklo Inc.OKLO | 6.0% | -0.78% | 6.81% | -17.07% | 10.71% | -40.09% | -31.71% | 89.38% | -48.27% | $7.48B |
Primoris Services CorporationPRIM | 5.0% | -8.28% | -3.59% | -7.54% | -1.20% | -32.82% | -44.67% | 40.36% | -24.50% | $4.52B |
| Theme return | — | -1.12% | 4.27% | 2.12% | 5.35% | 11.75% | 5.58% | 96.36% | 15.53% | — |
| Average | 8.3% | -1.33% | 5.77% | -0.36% | 6.29% | 9.13% | 2.83% | 96.80% | 19.44% | $1.19T |
| Median | 7.5% | -1.24% | 3.16% | -4.32% | 3.84% | -5.04% | 15.87% | 85.28% | -9.45% | $101.10B |
| Std Dev | 2.6% | 2.90% | 13.76% | 13.93% | 8.68% | 42.15% | 23.53% | 94.27% | 67.18% | $1.91T |
| Min | 5.0% | -8.28% | -13.96% | -17.07% | -5.14% | -40.09% | -44.67% | -54.91% | -57.38% | $1.51B |
| Max | 14.0% | 3.43% | 28.89% | 26.04% | 28.74% | 96.15% | 24.65% | 260.45% | 174.96% | $5.31T |
| % Positive Tickers | 16.67% | 58.33% | 41.67% | 75.00% | 50.00% | 66.67% | 91.67% | 41.67% |
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About this theme
Renewable Energy '26: AI-Driven Energy Mgmt tracks 12 publicly listed stocks in this theme: AI, CEG, GEV, GOOGL, MSFT, NVDA, OKLO, PLTR, POWL, PRIM, VRT, VST. See the constituent table for details.