Theme
Solar '25: Residential Solar & Home Energy☆

RUN-59.71%14.0%

ENPH-11.04%13.0%

SEDG-12.76%11.0%

SPWR-84.08%11.0%

605117.SHG+47.61%10.0%

NEOV-39.09%8.0%

TYGO-64.61%8.0%
OTOVO.OL+7.07%7.0%

688390.SHG-9.17%6.0%

300763.SHE-39.18%5.0%

S92.XETRA+154.67%4.0%

GNRC+28.14%3.0%
As of Oct 2, 2026, 9:55 PM ET
Solar '25: Residential Solar & Home Energy Constituents
Sunrun Inc.RUN | 14.0% | 0.92% | -12.23% | -13.90% | 0.98% | -58.07% | -41.77% | 13.79% | -59.71% | -54.22% | -82.69% | $1.84B |
Enphase Energy, Inc.ENPH | 13.0% | 1.98% | -2.45% | -5.48% | 2.30% | 4.76% | -20.57% | -46.30% | -11.04% | -68.66% | -78.46% | $4.42B |
SolarEdge Technologies, Inc.SEDG | 11.0% | 7.19% | -8.22% | -2.55% | 7.27% | 14.78% | -6.45% | 96.76% | -12.76% | 63.33% | -87.84% | $2.01B |
SunPower Inc.SPWR | 11.0% | -2.25% | 0.16% | 22.24% | 1.17% | -80.22% | -76.12% | -80.35% | -84.08% | -87.23% | -96.93% | $50.9M |
Ningbo Deye Technology Group Co., Ltd.605117.SHG | 10.0% | 0.00% | -5.21% | -8.39% | 0.00% | 34.38% | 8.72% | 86.00% | 47.61% | 69.83% | 160.22% | $14.84B |
NeoVolta IncNEOV | 8.0% | 21.03% | -11.90% | -21.69% | 17.46% | -2.63% | 2.42% | 38.97% | -39.09% | -7.58% | -55.92% | $167.5M |
Tigo Energy, Inc.TYGO | 8.0% | -2.80% | -11.07% | -18.96% | -2.80% | -37.17% | -76.56% | 5.74% | -64.61% | -42.20% | -91.18% | $66.6M |
—OTOVO.OL | 7.0% | 0.00% | 0.95% | -7.83% | 11.58% | 0.95% | -11.67% | -25.14% | 7.07% | -9.09% | -94.16% | — |
Goodwe Technologies Co., Ltd. Class A688390.SHG | 6.0% | 0.00% | -7.49% | -8.71% | 0.00% | -7.08% | -34.99% | 22.54% | -9.17% | -4.84% | -73.26% | $1.98B |
Ginlong Technologies Co., Ltd.300763.SHE | 5.0% | 0.00% | -5.46% | -8.30% | 0.00% | -22.53% | -35.55% | -3.96% | -39.18% | -33.01% | -68.02% | $3.13B |
SMA Solar Technology AGS92.XETRA | 4.0% | 3.56% | -2.53% | 6.47% | 3.56% | 73.00% | 81.45% | 353.02% | 154.67% | 272.39% | 68.04% | $2.39B |
Generac Holdings Inc.GNRC | 3.0% | 4.28% | 5.65% | 20.51% | 4.77% | 59.73% | -3.35% | 69.94% | 28.14% | 37.20% | -46.46% | $12.76B |
| Theme return | — | 2.66% | -5.86% | -4.87% | 3.28% | -4.40% | -21.52% | 51.35% | -14.25% | 12.50% | -33.09% | — |
| Average | 8.3% | 2.83% | -4.98% | -3.88% | 3.86% | -1.67% | -17.87% | 44.25% | -6.85% | 11.33% | -45.56% | $3.97B |
| Median | 8.0% | 0.46% | -5.33% | -8.07% | 1.74% | -0.84% | -16.12% | 18.17% | -11.90% | -8.33% | -75.86% | $2.01B |
| Std Dev | 3.4% | 6.10% | 5.34% | 13.27% | 5.51% | 42.86% | 40.19% | 105.78% | 61.04% | 91.84% | 75.26% | $4.83B |
| Min | 3.0% | -2.80% | -12.23% | -21.69% | -2.80% | -80.22% | -76.56% | -80.35% | -84.08% | -87.23% | -96.93% | $50.9M |
| Max | 14.0% | 21.03% | 5.65% | 22.24% | 17.46% | 73.00% | 81.45% | 353.02% | 154.67% | 272.39% | 160.22% | $14.84B |
| % Positive Tickers | 50.00% | 25.00% | 25.00% | 66.67% | 50.00% | 25.00% | 66.67% | 33.33% | 33.33% | 16.67% |